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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 4 季與 2023 年第 3 季比較

持有 World Gold Trust 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

GLDM 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數3458374+37
股數9,594 萬39.4 萬9,366 萬−189.3 萬 (−2.0%)
市值$35.2 億$1,443 萬$38.3 億+$3.28 億 (+9.4%)

8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(75 家)

2023 年第 4 季季末持有 World Gold Trust、2023 年第 3 季季末沒有持有的機構。

2023 年第 4 季新進 GLDM 的機構
機構股數市值佔組合 %
Charles Schwab Investment Management Inc1,926,014$7,879 萬0.02%
Bank of Montreal1,676,383$6,906 萬0.04%
Pineridge Advisors LLC591,467$2,420 萬8.02%
NavPoint Financial, Inc.400,575$1,639 萬15.03%
Evernest Financial Advisors, LLC269,476$1,102 萬5.59%
Austin Wealth Management, LLC222,060$886.0 萬2.38%
Avid Wealth Partners LLC163,761$669.9 萬6.64%
Stratos Wealth Partners, LTD.151,842$621.2 萬0.12%
Renaissance Technologies LLC110,800$453.3 萬0.01%
Archford Capital Strategies, LLC104,142$426.0 萬0.78%
NDVR, Inc.99,737$408.0 萬4.89%
Hobbs Group Advisors, LLC99,115$405.5 萬1.81%
Horizon Financial Services, LLC97,373$398.4 萬2.81%
Integrity Wealth Solutions LLC96,988$396.8 萬2.75%
Plum Street Advisors, LLC81,657$334.1 萬2.22%
Colony Group, LLC76,251$311.9 萬0.04%
Equitable Holdings, Inc.74,891$306.4 萬0.04%
Money Concepts Capital Corp46,905$191.9 萬0.18%
Q3 Asset Management44,676$182.7 萬0.46%
Vermillion & White Wealth Management Group, LLC35,525$145.3 萬1.41%
Kestra Advisory Services, LLC31,003$126.8 萬0.01%
Leo Wealth, LLC27,986$114.6 萬0.12%
Heritage Wealth Advisors22,083$90.3 萬0.04%
Foundations Investment Advisors, LLC19,103$77.8 萬0.02%
Formidable Asset Management, LLC16,739$68.5 萬0.15%
Kingsview Wealth Management, LLC15,954$65.3 萬0.02%
Kestra Private Wealth Services, LLC14,299$58.5 萬0.01%
Destiny Capital Corp13,552$55.4 萬0.39%
Financial Network Wealth Advisors LLC11,792$48.2 萬0.51%
Pathstone Holdings, LLC10,750$44.0 萬0.00%
Principal Securities, Inc.10,223$41.8 萬0.02%
Strategic Blueprint, LLC9,931$40.6 萬0.03%
Axxcess Wealth Management, LLC9,536$39.0 萬0.01%
Prudential Financial Inc9,006$36.8 萬0.00%
SG Americas Securities, LLC8,880$36.3 萬0.00%
Thrivent Financial for Lutherans8,771$35.9 萬0.00%
SeaCrest Wealth Management, LLC8,830$35.8 萬0.04%
Two Sigma Securities, LLC8,264$33.8 萬0.02%
Advisors Capital Management, LLC7,738$31.7 萬0.01%
Per Stirling Capital Management, LLC.6,730$27.5 萬0.05%
Richardson Financial Services Inc.6,266$25.6 萬0.22%
Signet Financial Management, LLC5,827$23.8 萬0.04%
Oceanside Advisors LLC5,737$23.5 萬0.21%
Patten Group, Inc.5,568$22.8 萬0.06%
Access Investment Management LLC5,370$22.0 萬0.08%
Verdence Capital Advisors LLC5,299$21.7 萬0.02%
Wynn Capital, LLC5,100$20.9 萬0.17%
IHT Wealth Management, LLC5,063$20.7 萬0.01%
MSH Capital Advisors LLC4,995$20.4 萬0.08%
Sheets Smith Wealth Management4,957$20.3 萬0.03%
Castleview Partners, LLC3,177$13.0 萬0.09%
Mowery & Schoenfeld Wealth Management, LLC2,799$11.5 萬0.23%
Advisory Services Network, LLC2,220$9.08 萬0.00%
BFSG, LLC1,877$7.68 萬0.01%
Hartford Financial Management Inc.1,312$5.37 萬0.01%
Tidemark, LLC992$4.06 萬0.03%
Fortitude Family Office, LLC976$3.99 萬0.03%
Headlands Technologies LLC953$3.90 萬0.01%
Rothschild Investment LLC825$3.38 萬0.00%
Caitlin John, LLC788$3.22 萬0.03%
Webster Bank, N. A.568$2.32 萬0.00%
Security National Bank558$2.28 萬0.01%
Smartleaf Asset Management LLC532$2.18 萬0.01%
Main Street Group, LTD227$9,2860.00%
Signature Resources Capital Management, LLC180$7,3640.01%
SYSTM Wealth Solutions LLC168$6,8730.00%
Archer Investment Corp155$6,3410.00%
TD Capital Management LLC154$6,3000.00%
First Command Advisory Services, Inc.234$5,4820.00%
Creekmur Asset Management LLC87$3,5590.00%
Spectrum Wealth Counsel, LLC36$1,4730.00%
Investment Research & Advisory Group, Inc.34$1,3910.00%
Toronto Dominion Bank22$9000.00%
Truvestments Capital LLC5$2050.00%
Fairfield, Bush & Co.2$820.00%

清倉機構(38 家)

2023 年第 3 季季末持有 World Gold Trust、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 GLDM 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Evoke Wealth, LLC5,433,367$1.99 億
Citadel Advisors LLC444,752$1,630 萬
Wealth Advisory Solutions, LLC140,415$514.8 萬
Adventist Health System Sunbelt Healthcare Corp77,126$282.7 萬
Sentinel Pension Advisors Inc73,257$268.6 萬
Mid-American Wealth Advisory Group, Inc.65,450$242.0 萬
Atria Investments LLC39,359$144.3 萬
Lloyd Advisory Services, LLC.22,316$81.8 萬
Norden Group LLC22,316$81.8 萬
Requisite Capital Management, LLC38,287$72.5 萬
B.O.S.S. Retirement Advisors, LLC17,108$62.7 萬
Lam Group, Inc.16,530$60.6 萬
Procyon Private Wealth Partners, LLC13,476$49.4 萬
Great Lakes Retirement, Inc.11,532$42.3 萬
Financial Sense Advisors, Inc.9,515$34.9 萬
Aptus Capital Advisors, LLC9,183$33.7 萬
Synergy Financial Management, LLC7,344$26.9 萬
Cahill Financial Advisors Inc7,289$26.7 萬
Catalyst Private Wealth, LLC7,121$26.1 萬
Truist Financial Corp7,056$25.9 萬
MONECO Advisors, LLC6,997$25.7 萬
Trellis Advisors, LLC6,744$24.7 萬
Mosaic Family Wealth Partners, LLC6,033$22.1 萬
Exchange Traded Concepts, LLC5,821$21.3 萬
Authentikos Wealth Advisory, LLC5,686$20.8 萬
Garrett Investment Advisors LLC5,563$20.4 萬
Stonebridge Capital Advisors LLC1,801$6.60 萬
Bessemer Group Inc869$3.20 萬
MCF Advisors LLC560$2.05 萬
Ancora Advisors, LLC189$6,929
Plante Moran Financial Advisors, LLC140$5,132
HHM Wealth Advisors, LLC113$4,143
Buck Wealth Strategies, LLC83$3,043
Cape Investment Advisory, Inc.72$2,640
Oliver Lagore Vanvalin Investment Group55$2,016
Crewe Advisors LLC47$1,724
Richard W. Paul & Associates, LLC14$513
Briaud Financial Planning, Inc18$0

尚未申報 2023 年第 4 季的機構(8 家)

2023 年第 3 季季末持有 World Gold Trust、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 GLDM、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Key Bridge Compliance, LLC140,415$514.8 萬
Palladiem, LLC106,820$391.6 萬
Colony Group LLC70,831$259.7 萬
WFA of San Diego, LLC39,702$145.5 萬
Destiny Capital Securities Corporation12,310$45.1 萬
Pathstone Family Office, LLC10,750$39.4 萬
Windsor Group LTD7,101$26.0 萬
Wealth Management Solutions, LLC5,633$20.7 萬