跳到主要內容
Livermore
Livermore
中文EN

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 World Gold Trust 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

GLDM 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數3744375+5
股數9,366 萬14.1 萬9,710 萬+358.0 萬 (+3.8%)
市值$38.3 億$574.7 萬$42.8 億+$4.52 億 (+11.8%)

4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（44 家）

2024 年第 1 季季末持有 World Gold Trust、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 GLDM 的機構
機構股數市值佔組合 %
Evoke Wealth, LLC6,263,652$2.76 億8.21%
Wealth Advisory Solutions, LLC410,747$1,898 萬4.92%
Sentinel Pension Advisors Inc407,387$1,795 萬3.84%
Resona Asset Management Co.,Ltd.224,470$988.8 萬0.06%
Citadel Advisors LLC125,783$554.1 萬0.01%
Transamerica Financial Advisors, Inc.105,413$464.4 萬0.47%
Chatham Capital Group, Inc.94,960$418.3 萬0.77%
Aptus Capital Advisors, LLC83,294$366.9 萬0.08%
TD Waterhouse Canada Inc.71,555$364.6 萬0.03%
Truist Financial Corp81,143$357.4 萬0.01%
Encompass More Asset Management78,494$345.8 萬2.86%
Bright Financial Advisors, Inc.59,017$271.7 萬2.16%
Prosperity Consulting Group, LLC56,858$250.5 萬0.31%
Financial Sense Advisors, Inc.50,620$223.0 萬0.79%
Requisite Capital Management, LLC38,287$168.7 萬0.37%
Lam Group, Inc.32,385$142.7 萬1.16%
Principal Financial Group Inc31,731$139.8 萬0.00%
Vaughan David Investments LLC22,797$100.4 萬0.02%
Main Street Financial Solutions, LLC22,260$98.1 萬0.10%
Flagship Harbor Advisors, LLC19,642$86.5 萬0.06%
Confluence Wealth Services, Inc.14,188$62.5 萬0.06%
Diversify Advisory Services, LLC13,851$61.7 萬0.04%
Thrive Capital Management, LLC12,822$56.5 萬0.30%
EP Wealth Advisors, LLC10,737$47.3 萬0.01%
Norden Group LLC9,777$43.1 萬0.09%
Middleton & Co Inc9,151$40.3 萬0.05%
International Private Wealth Advisors LLC8,376$36.9 萬0.71%
Denver Wealth Management, Inc.6,565$28.9 萬0.15%
Sigma Planning Corp6,120$27.0 萬0.01%
Regimen Wealth, LLC5,048$22.2 萬0.08%
Csenge Advisory Group5,026$22.1 萬0.01%
DeDora Capital, Inc.4,611$20.3 萬0.06%
Cardiff Park Advisors, LLC4,592$20.2 萬0.02%
Exchange Traded Concepts, LLC1,242$5.47 萬0.00%
Palisade Asset Management, LLC1,127$4.96 萬0.00%
Bank Julius Baer & Co. Ltd, Zurich1,000$4.40 萬0.00%
Rakuten Securities, Inc.988$4.35 萬0.02%
Northwest Capital Management Inc850$3.74 萬0.01%
MCF Advisors LLC304$1.34 萬0.00%
Aspire Private Capital, LLC174$7,6650.00%
EverSource Wealth Advisors, LLC140$6,3560.00%
Western Pacific Wealth Management, LP134$5,9030.00%
Valued Wealth Advisors LLC61$2,6880.00%
American Trust104,846––

清倉機構（39 家）

2023 年第 4 季季末持有 World Gold Trust、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 GLDM 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Charles Schwab Investment Management Inc1,926,014$7,879 萬
Bank of Montreal1,676,383$6,906 萬
HighTower Advisors, LLC1,007,421$4,121 萬
Advanced Research Investment Solutions, LLC132,142$540.6 萬
Cetera Advisor Networks LLC127,907$523.3 萬
Mercer Global Advisors Inc79,794$326.4 萬
Advisory Alpha, LLC77,128$315.9 萬
Q3 Asset Management44,676$182.7 萬
Legacy Capital Wealth Partners, LLC29,895$122.3 萬
HRT Financial LP19,442$79.5 萬
Foundations Investment Advisors, LLC19,103$77.8 萬
Advocacy Wealth Management Services, LLC17,465$71.4 萬
Buckingham Strategic Partners15,423$63.1 萬
Cetera Advisors LLC14,763$60.4 萬
Perigon Wealth Management, LLC12,622$51.6 萬
Thrivent Financial for Lutherans8,771$35.9 萬
AXS Investments LLC5,905$24.2 萬
Glassman Wealth Services5,820$23.8 萬
Wynn Capital, LLC5,100$20.9 萬
IHT Wealth Management, LLC5,063$20.7 萬
MSH Capital Advisors LLC4,995$20.4 萬
Mowery & Schoenfeld Wealth Management, LLC2,799$11.5 萬
Advisory Services Network, LLC2,220$9.08 萬
Focused Wealth Management, Inc2,060$8.43 萬
RFP Financial Group LLC1,583$6.48 萬
Huntington National Bank–$4.32 萬
Headlands Technologies LLC953$3.90 萬
Parallel Advisors, LLC850$3.48 萬
Security National Bank558$2.28 萬
Beacon Capital Management, LLC351$1.29 萬
Citigroup Inc285$1.17 萬
Pacifica Partners Inc.280$1.12 萬
SYSTM Wealth Solutions LLC168$6,873
First Command Advisory Services, Inc.234$5,482
Investment Research & Advisory Group, Inc.34$1,391
Fifth Third Bancorp25$1,023
Toronto Dominion Bank22$900
North Star Investment Management Corp.20$818
Fairfield, Bush & Co.2$82

尚未申報 2024 年第 1 季的機構（4 家）

2023 年第 4 季季末持有 World Gold Trust、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 GLDM、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Hobbs Group Advisors, LLC99,115$405.5 萬
EisnerAmper Wealth Management Corporate Benefits, LLC33,105$135.4 萬
DFPG Investments, LLC7,549$30.6 萬
Baystate Wealth Management LLC804$3.29 萬