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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。

2023 年第 2 季與 2023 年第 1 季比較

持有 World Gold Trust 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

GLDM 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數3191334+16
股數9,800 萬7,2701.08 億+1,003 萬 (+10.2%)
市值$38.2 億$28.4 萬$41.2 億+$2.91 億 (+7.6%)

1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（49 家）

2023 年第 2 季季末持有 World Gold Trust、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 GLDM 的機構
機構股數市值佔組合 %
Jane Street Group, LLC3,465,898$1.32 億0.18%
Bank of Montreal1,039,660$4,053 萬0.02%
Virtu Financial LLC206,368$786.1 萬0.60%
Bangor Savings Bank194,198$739.7 萬0.84%
Susquehanna International Group, LLP167,438$637.8 萬0.01%
CoreCap Advisors, LLC161,180$613.9 萬0.44%
Portside Wealth Group, LLC148,320$564.9 萬1.05%
MML Investors Services, LLC92,940$354.0 萬0.02%
Palladiem, LLC91,975$350.3 萬3.60%
Magnolia Capital Advisors LLC72,563$276.4 萬1.39%
Prime Capital Investment Advisors, LLC69,581$265.0 萬0.05%
Arete Wealth Advisors, LLC52,625$200.4 萬0.18%
Capstone Wealth Management Group, LLC46,419$176.8 萬1.82%
Green Harvest Asset Management LLC41,575$158.4 萬0.06%
Cresset Asset Management, LLC38,250$145.7 萬0.01%
Forbes J M & Co LLP28,711$109.4 萬0.14%
Valicenti Advisory Services Inc26,459$100.8 萬0.32%
American Trust17,670$67.3 萬0.05%
Formidable Asset Management, LLC16,209$61.7 萬0.13%
Axxcess Wealth Management, LLC15,590$59.4 萬0.04%
Mather Group, LLC.15,362$58.5 萬0.01%
SeaCrest Wealth Management, LLC13,587$51.8 萬0.07%
US Bancorp12,579$47.9 萬0.00%
Nwam LLC11,247$42.8 萬0.04%
Lam Group, Inc.10,650$40.6 萬0.38%
Valtinson Bruner Financial Planning LLC8,285$31.6 萬0.17%
Auour Investments LLC8,199$31.2 萬0.13%
Perigon Wealth Management, LLC7,350$28.0 萬0.01%
Garrett Investment Advisors LLC6,543$24.9 萬0.04%
Smith Anglin Financial, LLC6,430$24.5 萬0.03%
D.A. Davidson & Co.6,419$24.4 萬0.00%
Verdence Capital Advisors LLC6,306$24.0 萬0.03%
Integrated Wealth Concepts LLC5,488$20.9 萬0.00%
Nemes Rush Group LLC3,994$15.2 萬0.03%
EverSource Wealth Advisors, LLC1,661$6.33 萬0.01%
RFP Financial Group LLC1,215$4.63 萬0.02%
TD Capital Management LLC511$1.95 萬0.00%
Impact Partnership Wealth, LLC361$1.38 萬0.00%
Beacon Capital Management, LLC351$1.34 萬0.00%
FMR LLC310$1.18 萬0.00%
Oliver Lagore Vanvalin Investment Group258$9,8270.00%
Fiduciary Alliance LLC211$8,0370.00%
First Financial Corp189$7,1990.00%
1832 Asset Management L.P.127$4,8370.00%
VitalStone Financial, LLC90$4,0000.00%
AdvisorNet Financial, Inc100$3,8090.00%
Crewe Advisors LLC47$1,7910.00%
Macroview Investment Management LLC25$9530.00%
Castleview Partners, LLC1$380.00%

清倉機構（33 家）

2023 年第 1 季季末持有 World Gold Trust、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 GLDM 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Continuum Wealth Advisors, LLC180,221$704.8 萬
New York Life Investment Management LLC115,446$451.5 萬
EisnerAmper Wealth Management Corporate Benefits, LLC99,681$389.9 萬
E Fund Management Co., Ltd.88,235$345.1 萬
IMC-Chicago, LLC65,607$256.6 萬
Belpointe Asset Management LLC57,608$225.3 萬
Q3 Asset Management31,206$122.0 萬
Legacy Capital Wealth Partners, LLC25,863$101.2 萬
Empowered Funds, LLC24,143$94.4 萬
Renaissance Technologies LLC23,400$91.5 萬
Flagship Harbor Advisors, LLC20,231$79.1 萬
Requisite Capital Management, LLC38,287$72.5 萬
Michael B. Yongue12,748$49.9 萬
Perennial Investment Advisors, LLC12,335$48.2 萬
Secure Asset Management, LLC6,296$24.6 萬
BEAM Asset Management, LLC6,086$23.8 萬
Colonial River Wealth Management, LLC5,423$21.2 萬
Kestra Advisory Services, LLC5,403$21.1 萬
Hamilton Capital, LLC5,296$20.7 萬
LaSalle St. Investment Advisors, LLC5,216$20.3 萬
Myecfo, LLC5,115$20.0 萬
Grey Fox Wealth Advisors, LLC1,528$5.98 萬
Retirement Group, LLC735$2.90 萬
Glassman Wealth Services388$1.52 萬
Accel Wealth Management191$7,470
Newbridge Financial Services Group, Inc.182$7,118
Ameritas Advisory Services, LLC135$5,330
Headlands Technologies LLC135$5,280
New England Capital Financial Advisors LLC135$5,280
Advisory Services Network, LLC87$3,403
Ellevest, Inc.49$1,916
Koesten, Hirschmann & Crabtree, INC.40$1,565
West Financial Advisors, LLC13$509

尚未申報 2023 年第 2 季的機構（1 家）

2023 年第 1 季季末持有 World Gold Trust、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 GLDM、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Householder Group Estate & Retirement Specialist, LLC7,270$28.4 萬