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 13F 持有人
World Gold Trust 在 2024/3/31 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
- 375
- 較 2023 年第 4 季 +5 家
- 持有股數
- 9,710 萬
- 較 2023 年第 4 季 +358.0 萬 (+3.8%)
- 總市值
- $42.8 億
- 較 2023 年第 4 季 +$4.52 億 (+11.8%)
- 新進機構
- 44
- 另有 148 家加碼
- 清倉機構
- 39
- 另有 120 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 6,900 | $30.4 萬 | 0.07% | +1,332+23.9% | 加碼 |
| First Heartland Consultants, Inc. | 7,234 | $31.9 萬 | 0.03% | −325−4.3% | 減碼 |
| Intrua Financial, LLC | 7,334 | $32.3 萬 | 0.05% | 00.0% | 不變 |
| Principal Securities, Inc. | 7,394 | $32.6 萬 | 0.01% | −2,829−27.7% | 減碼 |
| Spire Wealth Management | 8,097 | $35.7 萬 | 0.01% | +3,226+66.2% | 加碼 |
| International Private Wealth Advisors LLC | 8,376 | $36.9 萬 | 0.71% | +8,376 | 新進 |
| Mutual Advisors, LLC | 8,426 | $37.1 萬 | 0.01% | −6,699−44.3% | 減碼 |
| Derbend Asset Management | 8,652 | $38.1 萬 | 0.19% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 9,030 | $39.8 萬 | 0.04% | +278+3.2% | 加碼 |
| Middleton & Co Inc | 9,151 | $40.3 萬 | 0.05% | +9,151 | 新進 |
| Park Avenue Securities LLC | 9,457 | $41.7 萬 | 0.01% | −3,590−27.5% | 減碼 |
| Segment Wealth Management, LLC | 9,500 | $41.8 萬 | 0.03% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 9,674 | $42.6 萬 | 0.24% | +926+10.6% | 加碼 |
| Norden Group LLC | 9,777 | $43.1 萬 | 0.09% | +9,777 | 新進 |
| PDS Planning, Inc | 9,991 | $44.0 萬 | 0.05% | +217+2.2% | 加碼 |
| Capital Analysts, LLC | 10,120 | $44.6 萬 | 0.02% | +254+2.6% | 加碼 |
| Pecaut & Co. | 10,355 | $45.6 萬 | 0.17% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 10,364 | $45.7 萬 | 0.19% | +383+3.8% | 加碼 |
| Independent Advisor Alliance | 10,428 | $45.9 萬 | 0.02% | −8,415−44.7% | 減碼 |
| EP Wealth Advisors, LLC | 10,737 | $47.3 萬 | 0.01% | +10,737 | 新進 |
| Pathstone Holdings, LLC | 10,750 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 10,847 | $47.8 萬 | 0.00% | −20,156−65.0% | 減碼 |
| Choate Investment Advisors | 11,028 | $48.6 萬 | 0.01% | −14,732−57.2% | 減碼 |
| WCG Wealth Advisors LLC | 11,060 | $48.7 萬 | 0.04% | +573+5.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,162 | $49.2 萬 | 0.00% | −13−0.1% | 減碼 |
| Washington Trust Co | 11,203 | $49.3 萬 | 0.02% | −325−2.8% | 減碼 |
| Betterment LLC | 11,326 | $49.9 萬 | 0.00% | +926+8.9% | 加碼 |
| Weil Company, Inc. | 11,943 | $52.6 萬 | 0.21% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,944 | $52.6 萬 | 0.01% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 12,000 | $52.9 萬 | 0.04% | 00.0% | 不變 |
| Prudential Financial Inc | 12,336 | $54.3 萬 | 0.00% | +3,330+37.0% | 加碼 |
| Auour Investments LLC | 12,358 | $54.4 萬 | 0.20% | +217+1.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,549 | $55.3 萬 | 0.00% | −260−2.0% | 減碼 |
| Michael B. Yongue | 12,748 | $56.2 萬 | 0.49% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 12,822 | $56.5 萬 | 0.30% | +12,822 | 新進 |
| Myecfo, LLC | 12,925 | $56.9 萬 | 0.33% | +3,250+33.6% | 加碼 |
| Valmark Advisers, Inc. | 12,968 | $57.1 萬 | 0.01% | +1,638+14.5% | 加碼 |
| Per Stirling Capital Management, LLC. | 12,977 | $57.2 萬 | 0.10% | +6,247+92.8% | 加碼 |
| JPMorgan Chase & Co | 13,397 | $59.0 萬 | 0.00% | −137,030−91.1% | 減碼 |
| Nwam LLC | 12,990 | $59.6 萬 | 0.05% | −113−0.9% | 減碼 |
| Destiny Capital Corp | 13,630 | $60.0 萬 | 0.42% | +78+0.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 13,685 | $60.3 萬 | 0.15% | +1,551+12.8% | 加碼 |
| Diversify Advisory Services, LLC | 13,851 | $61.7 萬 | 0.04% | +13,851 | 新進 |
| Confluence Wealth Services, Inc. | 14,188 | $62.5 萬 | 0.06% | +14,188 | 新進 |
| Pathway Financial Advisors LLC | 14,409 | $63.5 萬 | 0.17% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 14,615 | $64.4 萬 | 0.10% | −2,124−12.7% | 減碼 |
| Central Trust Co | 14,750 | $65.0 萬 | 0.02% | −181−1.2% | 減碼 |
| Advisors Capital Management, LLC | 15,096 | $66.4 萬 | 0.01% | +7,358+95.1% | 加碼 |
| Caldwell Trust Co | 15,227 | $67.1 萬 | 0.08% | −4,187−21.6% | 減碼 |
| Brown Advisory Inc | 15,659 | $69.0 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 15,823 | $69.7 萬 | 0.02% | −131−0.8% | 減碼 |
| Green Harvest Asset Management LLC | 15,907 | $70.1 萬 | 0.02% | +943+6.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 17,190 | $75.7 萬 | 0.09% | +8,360+94.7% | 加碼 |
| SG Americas Securities, LLC | 17,530 | $77.2 萬 | 0.00% | +8,650+97.4% | 加碼 |
| Change Path, LLC | 17,634 | $77.7 萬 | 0.03% | −7,776−30.6% | 減碼 |
| Two Sigma Securities, LLC | 18,214 | $80.2 萬 | 0.04% | +9,950+120.4% | 加碼 |
| Sargent Investment Group, LLC | 19,081 | $84.1 萬 | 0.18% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 19,353 | $85.3 萬 | 0.85% | +7,561+64.1% | 加碼 |
| Petix & Botte Co | 19,355 | $85.3 萬 | 0.21% | −19,355−50.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 19,642 | $86.5 萬 | 0.06% | +19,642 | 新進 |
| Acorn Wealth Advisors, LLC | 19,643 | $86.5 萬 | 0.45% | +1,401+7.7% | 加碼 |
| Diligent Investors, LLC | 19,788 | $87.2 萬 | 0.22% | 00.0% | 不變 |
| Total Investment Management Inc | 20,013 | $88.2 萬 | 0.11% | −178−0.9% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 20,343 | $89.6 萬 | 0.38% | +10,974+117.1% | 加碼 |
| Strategic Blueprint, LLC | 21,164 | $93.2 萬 | 0.07% | +11,233+113.1% | 加碼 |
| Continuum Advisory, LLC | 20,376 | $94.7 萬 | 0.14% | +3,656+21.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 21,440 | $95.5 萬 | 0.00% | −897−4.0% | 減碼 |
| Stansberry Asset Management, LLC | 21,671 | $95.5 萬 | 0.13% | +1,837+9.3% | 加碼 |
| Kendall Capital Management | 21,870 | $96.3 萬 | 0.33% | −49−0.2% | 減碼 |
| Robinson Value Management, Ltd. | 21,913 | $96.5 萬 | 0.65% | −238−1.1% | 減碼 |
| Heritage Wealth Advisors | 22,083 | $97.3 萬 | 0.04% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 22,260 | $98.1 萬 | 0.10% | +22,260 | 新進 |
| Vaughan David Investments LLC | 22,797 | $100.4 萬 | 0.02% | +22,797 | 新進 |
| FirstPurpose Wealth LLC | 22,070 | $101.9 萬 | 0.37% | +13,366+153.6% | 加碼 |
| Carret Asset Management, LLC | 23,673 | $104.3 萬 | 0.12% | 00.0% | 不變 |
| Leading Edge Financial Planning LLC | 25,431 | $112.0 萬 | 0.50% | +987+4.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 25,500 | $112.3 萬 | 0.03% | 00.0% | 不變 |
| SWMG, LLC | 25,859 | $113.9 萬 | 0.51% | +11,835+84.4% | 加碼 |
| Tocqueville Asset Management L.P. | 26,462 | $116.6 萬 | 0.02% | −1,083−3.9% | 減碼 |
| Brown Miller Wealth Management, LLC | 26,657 | $117.4 萬 | 0.52% | +1,155+4.5% | 加碼 |
| Wallace Advisory Group, LLC | 29,906 | $122.3 萬 | 0.92% | −20,688−40.9% | 減碼 |
| Tidemark, LLC | 28,297 | $124.6 萬 | 0.70% | +27,305+2,752.5% | 加碼 |
| Forbes J M & Co LLP | 28,711 | $126.5 萬 | 0.14% | 00.0% | 不變 |
| Leo Wealth, LLC | 29,408 | $129.6 萬 | 0.13% | +1,422+5.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 29,616 | $130.5 萬 | 0.03% | +15,317+107.1% | 加碼 |
| Valicenti Advisory Services Inc | 29,729 | $131.0 萬 | 0.36% | −12,463−29.5% | 減碼 |
| Richard Bernstein Advisors LLC | 31,184 | $137.4 萬 | 0.03% | −3,129−9.1% | 減碼 |
| Principal Financial Group Inc | 31,731 | $139.8 萬 | 0.00% | +31,731 | 新進 |
| Lam Group, Inc. | 32,385 | $142.7 萬 | 1.16% | +32,385 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 32,522 | $143.3 萬 | 0.35% | +1,340+4.3% | 加碼 |
| Essex Financial Services, Inc. | 32,658 | $143.9 萬 | 0.13% | −2,215−6.4% | 減碼 |
| Gradient Capital Advisors, LLC | 33,233 | $146.4 萬 | 0.54% | +900+2.8% | 加碼 |
| US Bancorp | 33,334 | $146.8 萬 | 0.00% | +8,317+33.2% | 加碼 |
| Merit Financial Group, LLC | 33,627 | $153.4 萬 | 0.04% | −943−2.7% | 減碼 |
| Vermillion & White Wealth Management Group, LLC | 34,917 | $153.8 萬 | 1.23% | −608−1.7% | 減碼 |
| Nomura Asset Management Co Ltd | 36,000 | $158.6 萬 | 0.01% | −4,200−10.4% | 減碼 |
| Farther Finance Advisors, LLC | 35,763 | $159.2 萬 | 0.10% | +704+2.0% | 加碼 |
| Comerica Bank | 36,259 | $159.7 萬 | 0.01% | +9,570+35.9% | 加碼 |
| Lincoln National Corp | 36,860 | $162.4 萬 | 0.03% | −15,879−30.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 36,901 | $162.5 萬 | 0.02% | −444−1.2% | 減碼 |