World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in World Gold Trust as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 334
- +16 vs. Q1 2023
- Shares held
- 108.0M
- +10.0M (+10.2%) vs. Q1 2023
- Total value
- $4.12B
- +$291.1M (+7.6%) vs. Q1 2023
- New holders
- 49
- 122 more added
- Sold out
- 33
- 99 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 310 | $11.8K | 0.00% | +310 | New |
| CWM, LLC | 282 | $11.0K | 0.00% | +162+135.0% | Added |
| Geneos Wealth Management Inc. | 258 | $9.83K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 258 | $9.83K | 0.00% | +258 | New |
| Financial Perspectives, Inc | 217 | $8.27K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 211 | $8.04K | 0.00% | +211 | New |
| Ancora Advisors, LLC | 189 | $7.20K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 189 | $7.20K | 0.00% | +189 | New |
| Ronald Blue Trust, Inc. | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 127 | $4.84K | 0.00% | +127 | New |
| Bogart Wealth, LLC | 126 | $4.80K | 0.00% | +55+77.5% | Added |
| HHM Wealth Advisors, LLC | 113 | $4.30K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 111 | $4.23K | 0.00% | −197−64.0% | Reduced |
| VitalStone Financial, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Citigroup Inc | 104 | $3.96K | 0.00% | −213−67.2% | Reduced |
| Signaturefd, LLC | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.81K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $3.77K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 84 | $3.20K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 83 | $3.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 51 | $1.94K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 47 | $1.79K | 0.00% | +47 | New |
| Parallel Advisors, LLC | 46 | $1.75K | 0.00% | −43−48.3% | Reduced |
| Glen Eagle Advisors, LLC | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.14K | 0.00% | – | – |
| Hillsdale Investment Management Inc. | 27 | $1.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | −4−17.4% | Reduced |
| Macroview Investment Management LLC | 25 | $953 | 0.00% | +25 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $876 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $762 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3 | $114 | 0.00% | −3−50.0% | Reduced |
| Castleview Partners, LLC | 1 | $38 | 0.00% | +1 | New |
| Continuum Wealth Advisors, LLC | 0 | $0 | 0.00% | −180,221−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −115,446−100.0% | Sold out |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 0 | $0 | 0.00% | −99,681−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −88,235−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −65,607−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −57,608−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −31,206−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −25,863−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −24,143−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −20,231−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −38,287−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −12,748−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −12,335−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −6,086−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,403−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −5,216−100.0% | Sold out |
| Myecfo, LLC | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |