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, Q3 2023
Institutional positions in World Gold Trust as of Sep 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
- 345
- +16 vs. Q2 2023
- Shares held
- 95.9M
- −11.7M (−10.9%) vs. Q2 2023
- Total value
- $3.52B
- −$585.7M (−14.3%) vs. Q2 2023
- New holders
- 52
- 129 more added
- Sold out
- 36
- 102 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 878 | $13.9B |
| Q3 2025 | 754 | $11.8B |
| Q2 2025 | 702 | $9.26B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.85B |
| Q3 2024 | 465 | $5.95B |
| Q2 2024 | 406 | $4.21B |
| Q1 2024 | 375 | $4.84B |
| Q4 2023 | 374 | $4.09B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.95B |
| Q4 2022 | 275 | $3.67B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.11B |
| Q1 2022 | 240 | $2.55B |
| Q4 2021 | 258 | $2.86B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.81B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 15,400,000 | $564.6M | 0.46% | +1,000,000+6.9% | Added |
| Morgan Stanley | 5,811,059 | $213.0M | 0.02% | +351,672+6.4% | Added |
| Evoke Wealth, LLC | 5,433,367 | $199.2M | 7.01% | +182,822+3.5% | Added |
| Asset Management One Co.,Ltd. | 3,265,606 | $119.7M | 0.53% | +429,049+15.1% | Added |
| UBS Group AG | 3,237,643 | $118.7M | 0.05% | +191,341+6.3% | Added |
| Balentine LLC | 2,910,799 | $106.7M | 3.56% | +123,019+4.4% | Added |
| Bank of America Corp | 2,872,661 | $105.3M | 0.01% | −232,206−7.5% | Reduced |
| Toroso Investments, LLC | 2,749,649 | $100.8M | 3.07% | −104,370−3.7% | Reduced |
| State Street Corp | 2,498,048 | $91.6M | 0.01% | +65,525+2.7% | Added |
| Stifel Financial Corp | 2,195,667 | $80.5M | 0.11% | +163,930+8.1% | Added |
| Ameriprise Financial Inc | 2,003,514 | $73.4M | 0.02% | +334,851+20.1% | Added |
| Congress Wealth Management LLC | 1,815,600 | $66.6M | 1.38% | +2,446+0.1% | Added |
| SEI Investments Co | 1,707,015 | $62.6M | 0.11% | +1,481,629+657.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,448,966 | $53.1M | 2.04% | +165,133+12.9% | Added |
| Advisor Group Holdings, Inc. | 1,445,027 | $53.0M | 0.08% | +661,795+84.5% | Added |
| Greenline Partners, LLC | 1,417,506 | $52.0M | 9.79% | +23,887+1.7% | Added |
| 3EDGE Asset Management, LP | 1,415,423 | $51.1M | 3.92% | −1,760,137−55.4% | Reduced |
| Miracle Mile Advisors, LLC | 1,305,411 | $47.9M | 1.48% | +66,186+5.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,267,840 | $46.5M | 0.10% | −17,345−1.3% | Reduced |
| Bank of New York Mellon Corp | 1,247,057 | $45.7M | 0.01% | +402,451+47.6% | Added |
| LPL Financial LLC | 1,187,531 | $43.5M | 0.03% | +12,270+1.0% | Added |
| Cohen & Steers, Inc. | 1,158,644 | $42.5M | 0.10% | +128,435+12.5% | Added |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42.0M | 17.55% | +1,011+0.1% | Added |
| HighTower Advisors, LLC | 1,024,833 | $37.6M | 0.07% | +1,024,833 | New |
| Royal Bank of Canada | 1,023,962 | $37.5M | 0.01% | +44,914+4.6% | Added |
| Strategic Financial Services, Inc, | 1,020,725 | $37.4M | 2.91% | +2,890+0.3% | Added |
| AE Wealth Management LLC | 933,008 | $34.2M | 0.20% | +71,780+8.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 906,460 | $33.2M | 0.52% | +81,100+9.8% | Added |
| Richard C. Young & CO., LTD. | 878,068 | $32.2M | 4.58% | −1,973−0.2% | Reduced |
| American Investment Services, Inc. | 853,083 | $31.3M | 6.68% | +8,735+1.0% | Added |
| Wells Fargo & Company | 748,531 | $27.4M | 0.01% | +290,526+63.4% | Added |
| Envestnet Asset Management Inc | 674,449 | $24.7M | 0.01% | +23,122+3.5% | Added |
| Confluence Investment Management LLC | 672,041 | $24.6M | 0.38% | +24,475+3.8% | Added |
| Capital Planning Advisors, LLC | 643,436 | $23.6M | 4.92% | −16,942−2.6% | Reduced |
| Burt Wealth Advisors | 566,221 | $20.8M | 6.38% | −4,714−0.8% | Reduced |
| MBL Wealth, LLC | 540,112 | $19.8M | 2.79% | +24,379+4.7% | Added |
| Parcion Private Wealth LLC | 536,809 | $19.7M | 2.04% | +41,967+8.5% | Added |
| Brandywine Oak Private Wealth LLC | 516,097 | $18.9M | 2.25% | −11,289−2.1% | Reduced |
| SNS Financial Group, LLC | 515,559 | $18.9M | 2.49% | −2,903−0.6% | Reduced |
| Gradient Investments LLC | 498,421 | $18.3M | 0.48% | −27,715−5.3% | Reduced |
| Assetmark, Inc | 454,188 | $16.7M | 0.07% | −4,944−1.1% | Reduced |
| Citadel Advisors LLC | 444,752 | $16.3M | 0.02% | +79,046+21.6% | Added |
| Cerity Partners LLC | 423,538 | $15.5M | 0.08% | −33,711−7.4% | Reduced |
| Baird Financial Group, Inc. | 420,290 | $15.4M | 0.04% | −13,552−3.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 411,186 | $15.1M | 0.69% | −20,034−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 404,602 | $14.8M | 0.03% | −159,501−28.3% | Reduced |
| TownSquare Capital, LLC | 404,351 | $14.8M | 0.27% | −179,628−30.8% | Reduced |
| JNBA Financial Advisors | 383,750 | $14.1M | 1.76% | +6,425+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 383,348 | $14.1M | 0.05% | +383,348 | New |
| Nepc LLC | 381,875 | $14.0M | 0.90% | +381,875 | New |
| Eudaimonia Partners, LLC | 362,041 | $13.3M | 3.22% | +16,931+4.9% | Added |
| Keudell/Morrison Wealth Management | 359,550 | $13.2M | 4.02% | −11,934−3.2% | Reduced |
| Joseph Group Capital Management | 347,841 | $12.8M | 9.18% | +5,217+1.5% | Added |
| Nottingham Advisors, Inc. | 329,489 | $12.1M | 1.87% | +14,972+4.8% | Added |
| Medici Capital LLC | 315,879 | $11.6M | 25.97% | −1,105,698−77.8% | Reduced |
| Gould Asset Management LLC | 292,567 | $10.7M | 3.03% | +4,128+1.4% | Added |
| Private Advisor Group, LLC | 263,600 | $9.66M | 0.09% | +95,033+56.4% | Added |
| Timber Creek Capital Management LLC | 257,310 | $9.43M | 3.41% | −7,624−2.9% | Reduced |
| Deutsche Bank AG | 250,000 | $9.16M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 249,012 | $9.13M | 0.04% | −21,612−8.0% | Reduced |
| AMJ Financial Wealth Management | 234,643 | $8.60M | 3.96% | −88,629−27.4% | Reduced |
| Peak Financial Advisors LLC | 220,224 | $8.07M | 8.73% | +82,479+59.9% | Added |
| Warren Street Wealth Advisors, LLC | 200,945 | $7.37M | 4.87% | +7,176+3.7% | Added |
| Bangor Savings Bank | 198,047 | $7.26M | 0.86% | +3,849+2.0% | Added |
| Raymond James & Associates | 196,524 | $7.20M | 0.01% | −95,424−32.7% | Reduced |
| AIFG Consultants Ltd. | 192,959 | $7.07M | 5.87% | −15,150−7.3% | Reduced |
| Jane Street Group, LLC | 175,000 | $6.42M | 0.01% | −3,290,898−95.0% | Reduced |
| Coco Enterprises, LLC | 173,539 | $6.36M | 5.07% | −91,377−34.5% | Reduced |
| CoreCap Advisors, LLC | 167,618 | $6.14M | 0.44% | +6,438+4.0% | Added |
| Sterling Investment Advisors, Ltd. | 159,837 | $5.86M | 2.05% | +159,837 | New |
| R. W. Roge & Company, Inc. | 143,239 | $5.70M | 4.27% | −40,403−22.0% | Reduced |
| Synovus Financial Corp | 153,878 | $5.64M | 0.06% | −1,718−1.1% | Reduced |
| WR Wealth Planners, LLC | 152,946 | $5.61M | 2.14% | −12,918−7.8% | Reduced |
| Versant Capital Management, Inc | 144,850 | $5.31M | 1.69% | −853−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 143,772 | $5.27M | 0.69% | +8,518+6.3% | Added |
| Hudson Capital Management LLC | 143,079 | $5.25M | 2.09% | +5,231+3.8% | Added |
| Clark Capital Management Group, Inc. | 142,854 | $5.24M | 0.05% | +142,854 | New |
| Cetera Advisor Networks LLC | 142,192 | $5.21M | 0.03% | +97,963+221.5% | Added |
| Wealth Advisory Solutions, LLC | 140,415 | $5.15M | 1.01% | −4,354−3.0% | Reduced |
| Key Bridge Compliance, LLC | 140,415 | $5.15M | 1.61% | +140,415 | New |
| Retirement Income Solutions, Inc | 140,041 | $5.13M | 1.44% | −4,266−3.0% | Reduced |
| Glenview Trust Co | 139,500 | $5.11M | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 138,200 | $5.07M | 0.04% | +2,948+2.2% | Added |
| Advanced Research Investment Solutions, LLC | 136,397 | $5.00M | 3.24% | +7,819+6.1% | Added |
| Alaska Permanent Fund Corp | 130,000 | $4.77M | 0.09% | +130,000 | New |
| Flynn Zito Capital Management, LLC | 113,298 | $4.15M | 2.91% | +1,976+1.8% | Added |
| Stapp Wealth Management, PLLC | 112,469 | $4.12M | 7.94% | −839−0.7% | Reduced |
| Zhang Financial LLC | 111,163 | $4.08M | 0.41% | −121−0.1% | Reduced |
| Portside Wealth Group, LLC | 109,826 | $4.03M | 0.76% | −38,494−26.0% | Reduced |
| Mercer Global Advisors Inc | 108,194 | $3.97M | 0.02% | +108,194 | New |
| Accretive Wealth Partners, LLC | 107,874 | $3.95M | 2.36% | +5,953+5.8% | Added |
| Palladiem, LLC | 106,820 | $3.92M | 4.23% | +14,845+16.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 104,504 | $3.88M | 0.01% | −13,033−11.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 97,484 | $3.84M | 1.85% | +97,484 | New |
| Great Valley Advisor Group, Inc. | 102,837 | $3.77M | 0.16% | +28,509+38.4% | Added |
| Avantax Advisory Services, Inc. | 97,857 | $3.59M | 0.04% | +2,848+3.0% | Added |
| Inspirion Wealth Advisors, LLC | 93,139 | $3.41M | 0.67% | −757−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90,828 | $3.33M | 0.23% | +5,273+6.2% | Added |
| Financial Guidance Group, Inc. | 88,111 | $3.23M | 2.43% | −1,616−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 87,059 | $3.19M | 0.01% | −5,509−6.0% | Reduced |