World Gold Trust GLDM
NYSE GLDM
$86.20 -1.53 (-1.74%)
As of: Sep 8, 2026 · 3:59 PM EDT

World Gold Trust (GLDM) Invested Capital (2017 - 2022)

World Gold Trust's (GLDM) quarterly Invested Capital came in at $5.2 billion in Q4 2022, up 18.25% year-over-year from $4.4 billion in Q4 2021, and up 11.02% quarter-over-quarter from $4.6 billion in Q3 2022.

Analysis

World Gold Trust (GLDM) Invested Capital (2017 - 2022) Analysis & Trends

World Gold Trust (GLDM) has reported Invested Capital for 6 consecutive years, with $5.2 billion the latest figure, recorded in Q4 2022.

  • On a quarterly basis, Invested Capital rose 18.25% year-over-year to $5.2 billion in Q4 2022; TTM through Dec 2022 was $5.2 billion, a 18.25% increase from a year earlier, with the FY2022 full-year figure at $4.6 billion, up 5.74% from the prior year.
  • Invested Capital was $5.2 billion for Q4 2022 at World Gold Trust, up from $4.6 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $5.2 billion in Q1 2022 and troughed at $16.8 million in Q1 2018.
  • A 5-year average of $2.7 billion and a median of $3.6 billion in 2020 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital plunged 38.34% in 2018 and soared 3918.57% in 2019, its largest moves.
  • Over 5 years, Invested Capital stood at $426.0 million in 2018, then jumped by 166.01% to $1.1 billion in 2019, then soared by 254.4% to $4.0 billion in 2020, then rose by 8.46% to $4.4 billion in 2021, then increased by 18.25% to $5.2 billion in 2022.
  • The last three Invested Capital figures came in at $5.2 billion (Q4 2022), $4.6 billion (Q3 2022), and $5.1 billion (Q2 2022), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 169.89 Bn 156.02 Bn - 78.46 Bn
2 Spdr Gold Trust 144.81 Bn -413.20 Bn - -
3 Ishares Gold Trust 30.30 Bn -29.81 Bn - -
4 World Gold Trust 29.28 Bn -73.79 Bn - -
5 Principal Financial 24.84 Bn -28.13 Bn 1.91 Bn 16.53 Bn
6 iShares Silver Trust 22.15 Bn -6.05 Bn - -
7 Franklin Resources 17.84 Bn 14.12 Bn - 15.32 Bn
8 Invesco 14.63 Bn 13.72 Bn 1.79 Bn 14.73 Bn
9 Affiliated Managers 9.51 Bn 9.10 Bn - 11.32 Bn
10 Voya Financial 9.31 Bn 6.96 Bn 1.34 Bn 9.98 Bn
Historic Data

Historic Data

Download Data
DateValue
Dec 31, 2022 5.15 Bn
Sep 30, 2022 4.64 Bn
Jun 30, 2022 5.09 Bn
Mar 31, 2022 5.22 Bn
Dec 31, 2021 4.36 Bn
Sep 30, 2021 4.39 Bn
Jun 30, 2021 4.33 Bn
Mar 31, 2021 3.94 Bn
Dec 31, 2020 4.02 Bn
Sep 30, 2020 3.56 Bn
Mar 31, 2020 1.62 Bn
Dec 31, 2019 1.13 Bn
Sep 30, 2019 1.05 Bn
Jun 30, 2019 825.51 Mn
Mar 31, 2019 676.57 Mn
Dec 31, 2018 426.01 Mn
Sep 30, 2018 255.37 Mn
Jun 30, 2018 50.30 Mn
Mar 31, 2018 16.84 Mn
Dec 31, 2017 19.25 Mn