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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.

Q3 2023 vs. Q2 2023

How the institutions holding World Gold Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of GLDM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3345345+16
Shares108.0M476.2K95.9M−11.6M (−10.8%)
Value$4.12B$18.1M$3.52B−$580.3M (−14.2%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held World Gold Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to GLDM in Q3 2023
InstitutionSharesValue% of portfolio
HighTower Advisors, LLC1,024,833$37.6M0.07%
Wealth Enhancement Advisory Services, LLC383,348$14.1M0.05%
Nepc LLC381,875$14.0M0.90%
Sterling Investment Advisors, Ltd.159,837$5.86M2.05%
Clark Capital Management Group, Inc.142,854$5.24M0.05%
Key Bridge Compliance, LLC140,415$5.15M1.61%
Alaska Permanent Fund Corp130,000$4.77M0.09%
Mercer Global Advisors Inc108,194$3.97M0.02%
Astoria Portfolio Advisors LLC.97,484$3.84M1.85%
E Fund Management Co., Ltd.85,540$3.14M0.24%
China Universal Asset Management Co., Ltd.71,700$2.63M0.76%
Mid-American Wealth Advisory Group, Inc.65,450$2.42M1.95%
Team Financial Group, LLC62,314$2.28M1.89%
EisnerAmper Wealth Management Corporate Benefits, LLC56,316$2.06M0.92%
Janney Montgomery Scott LLC53,576$1.96M0.01%
Nomura Asset Management Co Ltd46,600$1.71M0.01%
Beacon Pointe Advisors, LLC39,486$1.45M0.02%
Comerica Bank32,741$1.20M0.01%
Legacy Capital Wealth Partners, LLC27,829$1.02M0.28%
Lloyd Advisory Services, LLC.22,316$818.1K0.27%
Norden Group LLC22,316$818.1K0.27%
Requisite Capital Management, LLC38,287$725.2K0.18%
Advocacy Wealth Management Services, LLC17,465$640.3K0.07%
Buckingham Strategic Partners15,773$578.2K0.03%
Michael B. Yongue12,748$467.3K0.46%
Destiny Capital Securities Corporation12,310$451.3K0.37%
Valmark Advisers, Inc.11,394$417.7K0.01%
Pathstone Family Office, LLC10,750$394.1K0.00%
Laidlaw Wealth Management LLC9,206$337.5K0.11%
CI Private Wealth, LLC7,970$292.2K0.00%
Park Avenue Securities LLC7,366$270.0K0.00%
Synergy Financial Management, LLC7,344$269.2K0.05%
Myecfo, LLC7,335$268.9K0.19%
Cahill Financial Advisors Inc7,289$267.2K0.04%
Truist Financial Corp7,056$258.7K0.00%
MONECO Advisors, LLC6,997$256.5K0.07%
Trellis Advisors, LLC6,744$247.2K0.11%
AXS Investments LLC6,560$240.5K0.06%
Exchange Traded Concepts, LLC5,821$213.4K0.01%
Belpointe Asset Management LLC5,812$213.1K0.02%
Householder Group Estate & Retirement Specialist, LLC3,820$140.0K0.05%
Hantz Financial Services, Inc.1,100$40.0K0.00%
Parkside Financial Bank & Trust817$30.0K0.01%
Retirement Group, LLC735$26.9K0.01%
MCF Advisors LLC560$20.5K0.00%
NBC Securities, Inc.178$6.00K0.00%
Plante Moran Financial Advisors, LLC140$5.13K0.00%
Sunbelt Securities, Inc.98$3.59K0.00%
Cape Investment Advisory, Inc.72$2.64K0.00%
GWM Advisors LLC31$1.14K0.00%
Glassman Wealth Services20$7330.00%
Briaud Financial Planning, Inc18$00.00%

Sold out (36)

Institutions that held World Gold Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (5)

Institutions that held World Gold Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
PFS Investments Inc.430,206$16.4M
BFT Financial Group, LLC29,395$1.12M
Destiny Capital Corp11,298$430.3K
Lansing Street Advisors4,680$178.3K
Coastal Capital Group, Inc.655$24.9K