World Gold Trust
GLDM- 交易所
- NYSE
- 產業
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
近 90 天，World Gold Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 922 家機構在 13F 申報持有，市值合計 $142.5 億；大師中只有Semper Augustus持有。
2022 年第 2 季 13F 持有人
World Gold Trust 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 274
- 較 2022 年第 1 季 +35 家
- 持有股數
- 8,607 萬
- 較 2022 年第 1 季 +2,133 萬 (+32.9%)
- 總市值
- $30.9 億
- 較 2022 年第 1 季 +$6.02 億 (+24.2%)
- 新進機構
- 64
- 另有 88 家加碼
- 清倉機構
- 29
- 另有 87 家減碼
另有 1 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 GLDM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 922 | $142.5 億 |
| 2026 年第 1 季 | 913 | $150.6 億 |
| 2025 年第 4 季 | 877 | $139.2 億 |
| 2025 年第 3 季 | 754 | $117.0 億 |
| 2025 年第 2 季 | 702 | $91.5 億 |
| 2025 年第 1 季 | 618 | $80.5 億 |
| 2024 年第 4 季 | 541 | $58.4 億 |
| 2024 年第 3 季 | 465 | $59.4 億 |
| 2024 年第 2 季 | 406 | $42.0 億 |
| 2024 年第 1 季 | 375 | $42.8 億 |
| 2023 年第 4 季 | 374 | $38.3 億 |
| 2023 年第 3 季 | 345 | $35.2 億 |
| 2023 年第 2 季 | 334 | $41.2 億 |
| 2023 年第 1 季 | 319 | $38.2 億 |
| 2022 年第 4 季 | 275 | $31.9 億 |
| 2022 年第 3 季 | 255 | $28.8 億 |
| 2022 年第 2 季 | 274 | $30.9 億 |
| 2022 年第 1 季 | 240 | $24.9 億 |
| 2021 年第 4 季 | 258 | $28.4 億 |
| 2021 年第 3 季 | 235 | $27.5 億 |
| 2021 年第 2 季 | 239 | $28.0 億 |
| 2021 年第 1 季 | 227 | $26.9 億 |
2022 年第 2 季持有機構
每家機構持有 World Gold Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 74,274 | $266.5 萬 | 0.00% | +6,565+9.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72,641 | $260.6 萬 | 0.26% | +2,541+3.6% | 加碼 |
| Evercore Wealth Management, LLC | 72,430 | $259.9 萬 | 0.05% | +3,336+4.8% | 加碼 |
| Requisite Capital Management, LLC | 68,493 | $253.6 萬 | 0.85% | +30,206+78.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 68,925 | $247.3 萬 | 0.38% | 00.0% | 不變 |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 68,782 | $246.8 萬 | 1.31% | −49,070−41.6% | 減碼 |
| Mission Creek Capital Partners, Inc. | 68,107 | $244.4 萬 | 0.82% | −1,198−1.7% | 減碼 |
| Fortis Advisors, LLC | 67,185 | $241.1 萬 | 1.60% | +67,185 | 新進 |
| Rockefeller Capital Management L.P. | 66,907 | $239.9 萬 | 0.01% | +3,280+5.2% | 加碼 |
| Cabot Wealth Management Inc | 66,068 | $237.1 萬 | 0.38% | +1,006+1.5% | 加碼 |
| Ssi Investment Management LLC | 64,928 | $233.0 萬 | 0.15% | +1,644+2.6% | 加碼 |
| Baker Ellis Asset Management LLC | 64,950 | $233.0 萬 | 0.48% | +2,850+4.6% | 加碼 |
| Atria Investments LLC | 62,426 | $224.0 萬 | 0.05% | +21,481+52.5% | 加碼 |
| Jacobi Capital Management LLC | 57,928 | $207.8 萬 | 0.28% | +57,928 | 新進 |
| Belpointe Asset Management LLC | 57,725 | $207.1 萬 | 0.14% | −892−1.5% | 減碼 |
| Betterment LLC | 54,061 | $194.0 萬 | 0.01% | −2,646−4.7% | 減碼 |
| Kraematon Investment Advisors, Inc | 53,811 | $193.1 萬 | 2.24% | +53,811 | 新進 |
| CX Institutional | 53,578 | $192.2 萬 | 0.15% | +53,578 | 新進 |
| Tokio Marine Asset Management Co Ltd | 52,300 | $187.7 萬 | 0.17% | −9,200−15.0% | 減碼 |
| WFA of San Diego, LLC | 50,959 | $182.8 萬 | 1.57% | −6,127−10.7% | 減碼 |
| Franklin Resources Inc | 47,919 | $171.9 萬 | 0.00% | +2,554+5.6% | 加碼 |
| IMC-Chicago, LLC | 47,727 | $171.2 萬 | 0.16% | +47,727 | 新進 |
| Derbend Asset Management | 47,459 | $170.3 萬 | 1.42% | −66,873−58.5% | 減碼 |
| Acute Investment Advisory, LLC | 46,980 | $168.6 萬 | 1.31% | −37,990−44.7% | 減碼 |
| AE Wealth Management LLC | 46,913 | $168.3 萬 | 0.01% | −237,928−83.5% | 減碼 |
| Integrated Advisors Network LLC | 45,556 | $163.5 萬 | 0.11% | −1,480−3.1% | 減碼 |
| Edge Capital Group, LLC | 55,781 | $163.0 萬 | 0.15% | +50,224+903.8% | 加碼 |
| Kingsview Wealth Management, LLC | 41,326 | $148.3 萬 | 0.07% | −184−0.4% | 減碼 |
| Creative Planning | 39,504 | $141.7 萬 | 0.00% | −5,983−13.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 38,446 | $137.9 萬 | 0.06% | +2,529+7.0% | 加碼 |
| Choate Investment Advisors | 37,731 | $135.4 萬 | 0.08% | +37,731 | 新進 |
| Merriman Wealth Management, LLC | 37,580 | $134.8 萬 | 0.09% | −28,500−43.1% | 減碼 |
| Wealthcare Capital Management LLC | 36,900 | $132.4 萬 | 0.15% | +36,900 | 新進 |
| Simplicity Wealth,LLC | 35,045 | $125.7 萬 | 1.83% | −37,769−51.9% | 減碼 |
| Walkner Condon Financial Advisors LLC | 33,774 | $121.2 萬 | 0.38% | +1,791+5.6% | 加碼 |
| Two Sigma Securities, LLC | 33,359 | $119.7 萬 | 0.21% | +33,359 | 新進 |
| Merit Financial Group, LLC | 32,795 | $117.7 萬 | 0.04% | +8,936+37.5% | 加碼 |
| Cetera Investment Advisers | 32,580 | $116.9 萬 | 0.02% | +1,110+3.5% | 加碼 |
| Richard Bernstein Advisors LLC | 31,969 | $114.7 萬 | 0.02% | −26−0.1% | 減碼 |
| Quent Capital, LLC | 31,800 | $114.1 萬 | 0.24% | +10,869+51.9% | 加碼 |
| Gradient Capital Advisors, LLC | 29,831 | $107.0 萬 | 0.51% | +3,629+13.9% | 加碼 |
| Tocqueville Asset Management L.P. | 27,395 | $98.3 萬 | 0.02% | +70+0.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 27,280 | $97.9 萬 | 0.00% | +1,775+7.0% | 加碼 |
| Carret Asset Management, LLC | 27,095 | $97.2 萬 | 0.13% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 25,500 | $91.5 萬 | 0.04% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 25,350 | $91.0 萬 | 0.32% | +25,350 | 新進 |
| Acorn Wealth Advisors, LLC | 25,151 | $90.2 萬 | 0.71% | +25,151 | 新進 |
| Flagship Harbor Advisors, LLC | 24,047 | $86.3 萬 | 0.10% | +24,047 | 新進 |
| Brinker Capital Investments, LLC | 24,001 | $86.1 萬 | 0.02% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 23,372 | $83.9 萬 | 0.00% | +1,220+5.5% | 加碼 |
| First Hawaiian Bank | 23,403 | $83.9 萬 | 0.03% | +23,403 | 新進 |
| Kestra Advisory Services, LLC | 23,320 | $83.7 萬 | 0.01% | +5,136+28.2% | 加碼 |
| Kendall Capital Management | 22,534 | $80.9 萬 | 0.45% | −11,335−33.5% | 減碼 |
| Continuum Advisory, LLC | 22,480 | $80.7 萬 | 0.15% | −10,289−31.4% | 減碼 |
| Diligent Investors, LLC | 22,038 | $79.1 萬 | 0.27% | −350−1.6% | 減碼 |
| Petix & Botte Co | 18,785 | $67.4 萬 | 0.50% | +18,785 | 新進 |
| Western Wealth Management, LLC | 18,428 | $64.0 萬 | 0.04% | +3,444+23.0% | 加碼 |
| Central Trust Co | 17,179 | $61.7 萬 | 0.02% | +17,179 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 17,122 | $61.4 萬 | 0.21% | +2,045+13.6% | 加碼 |
| IFP Advisors, Inc | 14,947 | $58.5 萬 | 0.02% | −34,547−69.8% | 減碼 |
| Sargent Investment Group, LLC | 16,135 | $57.9 萬 | 0.18% | −1,025−6.0% | 減碼 |
| Formidable Asset Management, LLC | 16,365 | $57.3 萬 | 0.13% | −244−1.5% | 減碼 |
| Robinson Value Management, Ltd. | 15,692 | $56.3 萬 | 0.52% | +466+3.1% | 加碼 |
| Brown Advisory Inc | 15,659 | $56.2 萬 | 0.00% | +15,659 | 新進 |
| Harbour Investments, Inc. | 14,766 | $53.0 萬 | 0.04% | +14,766 | 新進 |
| Northern Trust Corp | 14,587 | $52.3 萬 | 0.00% | +4,894+50.5% | 加碼 |
| Pathway Financial Advisors LLC | 14,409 | $51.7 萬 | 0.22% | 00.0% | 不變 |
| Buckingham Strategic Partners | 14,261 | $51.2 萬 | 0.04% | +177+1.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 14,011 | $50.3 萬 | 0.06% | −5,754−29.1% | 減碼 |
| Catalyst Private Wealth, LLC | 13,372 | $48.0 萬 | 0.34% | 00.0% | 不變 |
| Colony Group LLC | 12,990 | $46.6 萬 | 0.01% | +5,957+84.7% | 加碼 |
| Segment Wealth Management, LLC | 12,900 | $46.3 萬 | 0.06% | 00.0% | 不變 |
| Independent Advisor Alliance | 12,000 | $43.1 萬 | 0.02% | −1,801−13.0% | 減碼 |
| Vista Wealth Management Group, LLC | 12,000 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 11,460 | $41.1 萬 | 0.18% | +11,460 | 新進 |
| The PNC Financial Services Group, Inc. | 11,367 | $40.8 萬 | 0.00% | +81+0.7% | 加碼 |
| Weil Company, Inc. | 11,133 | $39.9 萬 | 0.22% | 00.0% | 不變 |
| USAdvisors Wealth Management, LLC | 11,037 | $39.6 萬 | 0.20% | +5,150+87.5% | 加碼 |
| Veritable, L.P. | 10,750 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 10,561 | $37.9 萬 | 0.07% | −1,360−11.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 10,546 | $37.8 萬 | 0.02% | −2,244−17.5% | 減碼 |
| Michael B. Yongue | 10,411 | $37.4 萬 | 0.33% | +4,892+88.6% | 加碼 |
| FirstPurpose Wealth LLC | 10,083 | $36.2 萬 | 0.24% | −2,185−17.8% | 減碼 |
| First Heartland Consultants, Inc. | 10,061 | $36.0 萬 | 0.06% | +10,061 | 新進 |
| Latitude Advisors, LLC | 9,313 | $33.4 萬 | 0.31% | −14,777−61.3% | 減碼 |
| Carolinas Wealth Consulting LLC | 9,124 | $32.7 萬 | 0.08% | +4,182+84.6% | 加碼 |
| Essex Financial Services, Inc. | 8,864 | $31.8 萬 | 0.04% | +511+6.1% | 加碼 |
| Lido Advisors, LLC | 8,858 | $31.7 萬 | 0.01% | −1,034−10.5% | 減碼 |
| Lansing Street Advisors | 8,723 | $31.3 萬 | 0.24% | 00.0% | 不變 |
| Washington Trust Co | 8,558 | $30.7 萬 | 0.01% | +8,558 | 新進 |
| Citadel Advisors LLC | 8,367 | $30.0 萬 | 0.00% | −1,613−16.2% | 減碼 |
| Windsor Group LTD | 7,979 | $27.6 萬 | 0.07% | −177,908−95.7% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 7,626 | $27.4 萬 | 0.17% | +7,626 | 新進 |
| Cetera Advisor Networks LLC | 7,493 | $26.9 萬 | 0.00% | +1,863+33.1% | 加碼 |
| First National Corp | 7,459 | $26.8 萬 | 0.07% | +7,459 | 新進 |
| Total Investment Management Inc | 7,331 | $26.3 萬 | 0.05% | +7,331 | 新進 |
| Park Avenue Securities LLC | 7,275 | $26.1 萬 | 0.01% | +951+15.0% | 加碼 |
| Wealth Management Solutions, LLC | 7,163 | $25.7 萬 | 0.14% | −6,115−46.1% | 減碼 |
| Iron Financial, LLC | 7,157 | $25.7 萬 | 0.13% | −1,098−13.3% | 減碼 |
| SFG Wealth Management, LLC. | 6,984 | $25.1 萬 | 0.29% | +6,984 | 新進 |