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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 788 | $28.5K | 0.00% | −374−32.2% | Reduced |
| Retirement Group, LLC | 735 | $26.9K | 0.01% | +735 | New |
| VitalStone Financial, LLC | 640 | $25.0K | 0.02% | +550+611.1% | Added |
| Beaird Harris Wealth Management, LLC | 662 | $24.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 627 | $23.0K | 0.00% | +317+102.3% | Added |
| Sound Income Strategies, LLC | 618 | $22.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 560 | $20.5K | 0.00% | +560 | New |
| CWM, LLC | 547 | $20.0K | 0.00% | +265+94.0% | Added |
| HBC Financial Services, PLLC | 511 | $18.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 456 | $16.7K | 0.00% | −1,444−76.0% | Reduced |
| Financial Management Professionals, Inc. | 415 | $15.0K | 0.00% | −144−25.8% | Reduced |
| Beacon Capital Management, LLC | 351 | $13.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 335 | $12.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 257 | $10.1K | 0.00% | −229−47.1% | Reduced |
| Pacifica Partners Inc. | 280 | $10.1K | 0.01% | +180+180.0% | Added |
| Geneos Wealth Management Inc. | 258 | $9.46K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 217 | $7.96K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $7.33K | 0.00% | −1,399−87.5% | Reduced |
| Ancora Advisors, LLC | 189 | $6.93K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 189 | $6.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $6.00K | 0.00% | +178 | New |
| Plante Moran Financial Advisors, LLC | 140 | $5.13K | 0.00% | +140 | New |
| Bogart Wealth, LLC | 126 | $4.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 113 | $4.14K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 111 | $4.07K | 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 |
| Tower Research Capital LLC (TRC) | 99 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $3.59K | 0.00% | +98 | New |
| Buck Wealth Strategies, LLC | 83 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 82 | $3.01K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 72 | $2.64K | 0.00% | +72 | New |
| Oliver Lagore Vanvalin Investment Group | 55 | $2.02K | 0.00% | −203−78.7% | Reduced |
| Crewe Advisors LLC | 47 | $1.72K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.58K | 0.00% | – | – |
| Glen Eagle Advisors, LLC | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 31 | $1.14K | 0.00% | +31 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 27 | $990 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $917 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 23 | $843 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $733 | 0.00% | +20 | New |
| Richard W. Paul & Associates, LLC | 14 | $513 | 0.00% | +11+366.7% | Added |
| Briaud Financial Planning, Inc | 18 | $0 | 0.00% | +18 | New |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −5,250,656−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −1,906,482−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,039,660−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −373,992−100.0% | Sold out |
| Financial Strategies Group, Inc. | 0 | $0 | 0.00% | −240,396−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −206,368−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −167,438−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −131,561−100.0% | Sold out |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −72,563−100.0% | Sold out |
| Forbes Financial Planning, Inc. | 0 | $0 | 0.00% | −66,658−100.0% | Sold out |
| Cambridge Associates LLC | 0 | $0 | 0.00% | −51,396−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −38,250−100.0% | Sold out |
| Mangham Associates,LLC | 0 | $0 | 0.00% | −37,305−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −36,157−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −17,670−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −16,209−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −15,590−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −13,587−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −9,013−100.0% | Sold out |
| Regimen Wealth, LLC | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −6,550−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −6,419−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −6,306−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| Destiny Capital Corp | – | – | – | – | Not filed |
| Lansing Street Advisors | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |