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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 345 institutions
Q1 2021: 227 institutionsQ2 2021: 239 institutionsQ3 2021: 235 institutionsQ4 2021: 258 institutionsQ1 2022: 240 institutionsQ2 2022: 274 institutionsQ3 2022: 255 institutionsQ4 2022: 275 institutionsQ1 2023: 319 institutionsQ2 2023: 334 institutionsQ3 2023: 345 institutionsQ4 2023: 374 institutionsQ1 2024: 375 institutionsQ2 2024: 406 institutionsQ3 2024: 465 institutionsQ4 2024: 541 institutionsQ1 2025: 618 institutionsQ2 2025: 702 institutionsQ3 2025: 754 institutionsQ4 2025: 877 institutionsQ1 2026: 913 institutionsQ2 2026: 922 institutions
Value heldQ3 2023: $3.52B
Q1 2021: $2.69BQ2 2021: $2.80BQ3 2021: $2.75BQ4 2021: $2.84BQ1 2022: $2.49BQ2 2022: $3.09BQ3 2022: $2.88BQ4 2022: $3.19BQ1 2023: $3.82BQ2 2023: $4.12BQ3 2023: $3.52BQ4 2023: $3.83BQ1 2024: $4.28BQ2 2024: $4.20BQ3 2024: $5.94BQ4 2024: $5.84BQ1 2025: $8.05BQ2 2025: $9.15BQ3 2025: $11.7BQ4 2025: $13.9BQ1 2026: $15.1BQ2 2026: $14.3B
Institutions holding GLDM and their total value by quarter
QuarterHoldersValue
Q2 2026922$14.3B
Q1 2026913$15.1B
Q4 2025877$13.9B
Q3 2025754$11.7B
Q2 2025702$9.15B
Q1 2025618$8.05B
Q4 2024541$5.84B
Q3 2024465$5.94B
Q2 2024406$4.20B
Q1 2024375$4.28B
Q4 2023374$3.83B
Q3 2023345$3.52B
Q2 2023334$4.12B
Q1 2023319$3.82B
Q4 2022275$3.19B
Q3 2022255$2.88B
Q2 2022274$3.09B
Q1 2022240$2.49B
Q4 2021258$2.84B
Q3 2021235$2.75B
Q2 2021239$2.80B
Q1 2021227$2.69B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2023.

Institutions holding GLDM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Advisory Inc15,659$574.1K0.00%00.0%Unchanged
Central Trust Co14,931$547.4K0.02%−1,275−7.9%Reduced
Pathway Financial Advisors LLC14,409$528.2K0.18%00.0%Unchanged
Cetera Advisors LLC14,181$519.9K0.01%−643−4.3%Reduced
FirstPurpose Wealth LLC13,538$496.3K0.21%−2,670−16.5%Reduced
Northwestern Mutual Wealth Management Co13,513$495.4K0.00%−6,659−33.0%Reduced
Procyon Private Wealth Partners, LLC13,476$494.0K0.05%+445+3.4%Added
HRT Financial LP12,881$472.0K0.00%+6,989+118.6%Added
Mitchell McLeod Pugh & Williams Inc12,849$471.0K0.14%−77−0.6%Reduced
Michael B. Yongue12,748$467.3K0.46%+12,748New
Nwam LLC12,419$455.3K0.05%+1,172+10.4%Added
Auour Investments LLC12,178$451.3K0.19%+3,979+48.5%Added
Destiny Capital Securities Corporation12,310$451.3K0.37%+12,310New
WCG Wealth Advisors LLC11,301$450.0K0.03%−4,390−28.0%Reduced
Washington Trust Co12,108$443.9K0.02%+1,500+14.1%Added
Mather Group, LLC.12,007$440.2K0.01%−3,355−21.8%Reduced
Vista Wealth Management Group, LLC12,000$439.9K0.04%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC11,944$437.9K0.02%00.0%Unchanged
Weil Company, Inc.11,943$437.8K0.22%00.0%Unchanged
Financial Enhancement Group LLC11,185$425.7K0.08%+118+1.1%Added
Great Lakes Retirement, Inc.11,532$422.8K0.08%−703−5.7%Reduced
Valmark Advisers, Inc.11,394$417.7K0.01%+11,394New
The PNC Financial Services Group, Inc.11,200$410.6K0.00%+450+4.2%Added
Perigon Wealth Management, LLC10,859$398.1K0.02%+3,509+47.7%Added
Pathstone Family Office, LLC10,750$394.1K0.00%+10,750New
Betterment LLC10,494$385.0K0.00%−1,183−10.1%Reduced
Pecaut & Co.10,355$379.6K0.16%00.0%Unchanged
Financial Sense Advisors, Inc.9,515$348.8K0.15%−25,335−72.7%Reduced
Segment Wealth Management, LLC9,500$348.3K0.04%00.0%Unchanged
US Bancorp9,434$345.9K0.00%−3,145−25.0%Reduced
Laidlaw Wealth Management LLC9,206$337.5K0.11%+9,206New
Aptus Capital Advisors, LLC9,183$336.6K0.01%00.0%Unchanged
Valtinson Bruner Financial Planning LLC9,041$331.4K0.18%+756+9.1%Added
DFPG Investments, LLC8,425$327.1K0.03%−3,409−28.8%Reduced
Derbend Asset Management8,687$318.5K0.22%00.0%Unchanged
Independent Advisor Alliance8,683$318.3K0.01%+439+5.3%Added
Lido Advisors, LLC8,630$316.4K0.00%+34+0.4%Added
Carmichael Hill & Associates, Inc.8,428$309.0K0.15%00.0%Unchanged
Mutual Advisors, LLC8,038$294.7K0.01%−191−2.3%Reduced
CI Private Wealth, LLC7,970$292.2K0.00%+7,970New
Smith Anglin Financial, LLC7,921$290.4K0.04%+1,491+23.2%Added
Appleton Partners Inc7,840$287.0K0.03%+20+0.3%Added
First Heartland Consultants, Inc.7,642$280.0K0.04%−616−7.5%Reduced
Capital Analysts, LLC7,382$271.0K0.02%+395+5.7%Added
Park Avenue Securities LLC7,366$270.0K0.00%+7,366New
Synergy Financial Management, LLC7,344$269.2K0.05%+7,344New
Myecfo, LLC7,335$268.9K0.19%+7,335New
Cahill Financial Advisors Inc7,289$267.2K0.04%+7,289New
Victory Capital Management Inc7,206$264.2K0.00%−118−1.6%Reduced
WestEnd Advisors, LLC7,206$264.2K0.01%−118−1.6%Reduced
Catalyst Private Wealth, LLC7,121$261.1K0.15%00.0%Unchanged
Windsor Group LTD7,101$260.0K0.05%−61−0.9%Reduced
ShoreHaven Wealth Partners, LLC7,081$259.6K0.18%−405−5.4%Reduced
Truist Financial Corp7,056$258.7K0.00%+7,056New
MONECO Advisors, LLC6,997$256.5K0.07%+6,997New
Trellis Advisors, LLC6,744$247.2K0.11%+6,744New
AXS Investments LLC6,560$240.5K0.06%+6,560New
Atria Wealth Solutions, Inc.6,555$240.3K0.00%−59,234−90.0%Reduced
Sound View Wealth Advisors Group, LLC6,194$227.1K0.03%+89+1.5%Added
Lee Financial Co6,188$226.9K0.04%00.0%Unchanged
McAdam, LLC6,147$225.3K0.02%00.0%Unchanged
Integrated Wealth Concepts LLC6,106$223.8K0.00%+618+11.3%Added
Mosaic Family Wealth Partners, LLC6,033$221.2K0.04%−152−2.5%Reduced
Van Eck Associates Corp5,993$220.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC5,961$218.5K0.03%00.0%Unchanged
Exchange Traded Concepts, LLC5,821$213.4K0.01%+5,821New
Belpointe Asset Management LLC5,812$213.1K0.02%+5,812New
Washington Trust Advisors, Inc.5,691$208.6K0.02%00.0%Unchanged
Authentikos Wealth Advisory, LLC5,686$208.4K0.20%−416−6.8%Reduced
Heritage Investors Management Corp5,685$208.0K0.01%00.0%Unchanged
Wealth Management Solutions, LLC5,633$206.5K0.14%−2,478−30.6%Reduced
Garrett Investment Advisors LLC5,563$203.9K0.03%−980−15.0%Reduced
Nemes Rush Group LLC5,286$193.8K0.04%+1,292+32.3%Added
Spire Wealth Management5,121$187.7K0.01%+19+0.4%Added
Private Trust Co NA4,894$179.4K0.02%−491−9.1%Reduced
PDS Planning, Inc4,606$168.9K0.02%00.0%Unchanged
Bell Investment Advisors, Inc3,985$146.1K0.03%+3,200+407.6%Added
Householder Group Estate & Retirement Specialist, LLC3,820$140.0K0.05%+3,820New
Matrix Trust Co2,997$110.0K0.03%+368+14.0%Added
Federation des caisses Desjardins du Quebec2,594$95.1K0.00%−126−4.6%Reduced
Larson Financial Group LLC2,573$94.3K0.01%+6+0.2%Added
Colonial Trust Co2,397$89.6K0.02%+34+1.4%Added
Laurel Wealth Advisors LLC2,368$86.8K0.02%00.0%Unchanged
Impact Partnership Wealth, LLC2,063$75.6K0.02%+1,702+471.5%Added
Birch Capital Management, LLC2,061$75.6K0.05%00.0%Unchanged
Focused Wealth Management, Inc2,060$75.5K0.01%00.0%Unchanged
Community Bank, N.A.2,013$73.8K0.01%+40+2.0%Added
Harbour Investments, Inc.1,836$67.3K0.00%+130+7.6%Added
Stonebridge Capital Advisors LLC1,801$66.0K0.01%00.0%Unchanged
RFP Financial Group LLC1,583$58.0K0.03%+368+30.3%Added
Parallel Advisors, LLC1,570$57.6K0.00%+1,524+3,313.0%Added
Citigroup Inc1,353$49.6K0.00%+1,249+1,201.0%Added
National Bank of Canada1,313$47.6K0.00%−24−1.8%Reduced
Hollencrest Capital Management1,210$44.4K0.01%00.0%Unchanged
Hantz Financial Services, Inc.1,100$40.0K0.00%+1,100New
Allworth Financial LP1,023$37.5K0.00%00.0%Unchanged
Bessemer Group Inc869$32.0K0.00%00.0%Unchanged
Key Financial Inc837$30.7K0.01%00.0%Unchanged
Parkside Financial Bank & Trust817$30.0K0.01%+817New
Baystate Wealth Management LLC804$29.5K0.00%00.0%Unchanged