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
- −11.6M (−10.8%) vs. Q2 2023
- Total value
- $3.52B
- −$580.3M (−14.2%) vs. Q2 2023
- New holders
- 52
- 130 more added
- Sold out
- 36
- 101 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 | 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, 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 |
|---|---|---|---|---|---|
| Briaud Financial Planning, Inc | 18 | $0 | 0.00% | +18 | New |
| Richard W. Paul & Associates, LLC | 14 | $513 | 0.00% | +11+366.7% | Added |
| North Star Investment Management Corp. | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $733 | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $843 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $917 | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $990 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 31 | $1.14K | 0.00% | +31 | New |
| Glen Eagle Advisors, LLC | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.58K | 0.00% | – | – |
| Crewe Advisors LLC | 47 | $1.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 55 | $2.02K | 0.00% | −203−78.7% | Reduced |
| Cape Investment Advisory, Inc. | 72 | $2.64K | 0.00% | +72 | New |
| Sandy Spring Bank | 82 | $3.01K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 83 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $3.59K | 0.00% | +98 | New |
| Tower Research Capital LLC (TRC) | 99 | $3.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 111 | $4.07K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 113 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 126 | $4.62K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 140 | $5.13K | 0.00% | +140 | New |
| NBC Securities, Inc. | 178 | $6.00K | 0.00% | +178 | New |
| First Financial Corp | 189 | $6.93K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 189 | $6.93K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $7.33K | 0.00% | −1,399−87.5% | Reduced |
| Financial Perspectives, Inc | 217 | $7.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 258 | $9.46K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 280 | $10.1K | 0.01% | +180+180.0% | Added |
| Carolinas Wealth Consulting LLC | 257 | $10.1K | 0.00% | −229−47.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 335 | $12.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 351 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 415 | $15.0K | 0.00% | −144−25.8% | Reduced |
| Farther Finance Advisors, LLC | 456 | $16.7K | 0.00% | −1,444−76.0% | Reduced |
| HBC Financial Services, PLLC | 511 | $18.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 547 | $20.0K | 0.00% | +265+94.0% | Added |
| MCF Advisors LLC | 560 | $20.5K | 0.00% | +560 | New |
| Sound Income Strategies, LLC | 618 | $22.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 627 | $23.0K | 0.00% | +317+102.3% | Added |
| Beaird Harris Wealth Management, LLC | 662 | $24.3K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 640 | $25.0K | 0.02% | +550+611.1% | Added |
| Retirement Group, LLC | 735 | $26.9K | 0.01% | +735 | New |
| Global Retirement Partners, LLC | 788 | $28.5K | 0.00% | −374−32.2% | Reduced |
| Baystate Wealth Management LLC | 804 | $29.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 817 | $30.0K | 0.01% | +817 | New |
| Key Financial Inc | 837 | $30.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 869 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,023 | $37.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,100 | $40.0K | 0.00% | +1,100 | New |
| Hollencrest Capital Management | 1,210 | $44.4K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,313 | $47.6K | 0.00% | −24−1.8% | Reduced |
| Citigroup Inc | 1,353 | $49.6K | 0.00% | +1,249+1,201.0% | Added |
| Parallel Advisors, LLC | 1,570 | $57.6K | 0.00% | +1,524+3,313.0% | Added |
| RFP Financial Group LLC | 1,583 | $58.0K | 0.03% | +368+30.3% | Added |
| Stonebridge Capital Advisors LLC | 1,801 | $66.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,836 | $67.3K | 0.00% | +130+7.6% | Added |
| Community Bank, N.A. | 2,013 | $73.8K | 0.01% | +40+2.0% | Added |
| Focused Wealth Management, Inc | 2,060 | $75.5K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 2,061 | $75.6K | 0.05% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,063 | $75.6K | 0.02% | +1,702+471.5% | Added |
| Laurel Wealth Advisors LLC | 2,368 | $86.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,397 | $89.6K | 0.02% | +34+1.4% | Added |
| Larson Financial Group LLC | 2,573 | $94.3K | 0.01% | +6+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,594 | $95.1K | 0.00% | −126−4.6% | Reduced |
| Matrix Trust Co | 2,997 | $110.0K | 0.03% | +368+14.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,820 | $140.0K | 0.05% | +3,820 | New |
| Bell Investment Advisors, Inc | 3,985 | $146.1K | 0.03% | +3,200+407.6% | Added |
| PDS Planning, Inc | 4,606 | $168.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,894 | $179.4K | 0.02% | −491−9.1% | Reduced |
| Spire Wealth Management | 5,121 | $187.7K | 0.01% | +19+0.4% | Added |
| Nemes Rush Group LLC | 5,286 | $193.8K | 0.04% | +1,292+32.3% | Added |
| Garrett Investment Advisors LLC | 5,563 | $203.9K | 0.03% | −980−15.0% | Reduced |
| Wealth Management Solutions, LLC | 5,633 | $206.5K | 0.14% | −2,478−30.6% | Reduced |
| Heritage Investors Management Corp | 5,685 | $208.0K | 0.01% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 5,686 | $208.4K | 0.20% | −416−6.8% | Reduced |
| Washington Trust Advisors, Inc. | 5,691 | $208.6K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,812 | $213.1K | 0.02% | +5,812 | New |
| Exchange Traded Concepts, LLC | 5,821 | $213.4K | 0.01% | +5,821 | New |
| Anchor Investment Management, LLC | 5,961 | $218.5K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,993 | $220.0K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,033 | $221.2K | 0.04% | −152−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,106 | $223.8K | 0.00% | +618+11.3% | Added |
| McAdam, LLC | 6,147 | $225.3K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 6,188 | $226.9K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,194 | $227.1K | 0.03% | +89+1.5% | Added |
| Atria Wealth Solutions, Inc. | 6,555 | $240.3K | 0.00% | −59,234−90.0% | Reduced |
| AXS Investments LLC | 6,560 | $240.5K | 0.06% | +6,560 | New |
| Trellis Advisors, LLC | 6,744 | $247.2K | 0.11% | +6,744 | New |
| MONECO Advisors, LLC | 6,997 | $256.5K | 0.07% | +6,997 | New |
| Truist Financial Corp | 7,056 | $258.7K | 0.00% | +7,056 | New |
| ShoreHaven Wealth Partners, LLC | 7,081 | $259.6K | 0.18% | −405−5.4% | Reduced |
| Windsor Group LTD | 7,101 | $260.0K | 0.05% | −61−0.9% | Reduced |
| Catalyst Private Wealth, LLC | 7,121 | $261.1K | 0.15% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,206 | $264.2K | 0.00% | −118−1.6% | Reduced |
| WestEnd Advisors, LLC | 7,206 | $264.2K | 0.01% | −118−1.6% | Reduced |
| Cahill Financial Advisors Inc | 7,289 | $267.2K | 0.04% | +7,289 | New |
| Myecfo, LLC | 7,335 | $268.9K | 0.19% | +7,335 | New |
| Synergy Financial Management, LLC | 7,344 | $269.2K | 0.05% | +7,344 | New |