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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。

2024 年第 2 季與 2024 年第 1 季比較

持有 World Gold Trust 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

GLDM 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數3755406+36
股數9,710 萬34.2 萬9,359 萬−316.8 萬 (−3.3%)
市值$42.8 億$1,513 萬$42.0 億−$5,722 萬 (−1.3%)

5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（59 家）

2024 年第 2 季季末持有 World Gold Trust、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 GLDM 的機構
機構股數市值佔組合 %
HighTower Advisors, LLC979,010$4,512 萬0.07%
Manufacturers Life Insurance Company, The687,532$3,168 萬0.03%
Nisa Investment Advisors, LLC337,200$1,554 萬0.10%
New York State Common Retirement Fund248,265$1,144 萬0.02%
Continuum Wealth Advisors, LLC155,900$718.5 萬3.78%
Hobbs Group Advisors, LLC122,652$565.3 萬2.15%
Beaumont Financial Advisors, LLC108,036$497.9 萬0.40%
Stratos Wealth Advisors, LLC92,715$427.3 萬0.21%
Sanctuary Advisors, LLC87,188$404.4 萬0.03%
Advisory Alpha, LLC68,197$314.7 萬0.12%
Lynx Investment Advisory62,601$288.5 萬2.14%
Q3 Asset Management48,899$225.3 萬0.51%
Vicus Capital43,237$199.3 萬0.18%
WFA of San Diego, LLC37,002$170.5 萬1.53%
Foundations Investment Advisors, LLC35,821$165.1 萬0.04%
Brown Financial Advisors30,044$138.5 萬0.62%
Mattson Financial Services, LLC26,029$120.0 萬0.43%
Nissay Asset Management Corp24,282$111.9 萬0.01%
Fullerton Fund Management Co Ltd.23,942$110.3 萬0.05%
New England Private Wealth Advisors LLC22,863$105.4 萬0.18%
We Are One Seven, LLC22,170$102.2 萬0.05%
Diversify Wealth Management, LLC18,911$90.2 萬0.11%
New York Life Investment Management LLC15,951$73.5 萬0.01%
IHT Wealth Management, LLC14,765$68.1 萬0.03%
Apella Capital, LLC14,292$67.0 萬0.03%
Jones Financial Companies LLLP14,345$66.1 萬0.00%
Merkkuri Wealth Advisors LLC14,226$65.6 萬0.61%
Gibbs Wealth Management12,657$58.3 萬0.24%
AlphaStar Capital Management, LLC12,608$58.1 萬0.05%
Clearstead Advisors, LLC11,944$55.0 萬0.01%
Sage Mountain Advisors LLC10,830$49.9 萬0.05%
Headlands Technologies LLC10,694$49.3 萬0.05%
Modern Wealth Management, LLC6,715$30.9 萬0.02%
Envestnet Portfolio Solutions, Inc.6,430$29.6 萬0.00%
Jump Financial, LLC6,317$29.1 萬0.01%
Warren Averett Asset Management, LLC6,056$27.9 萬0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,339$24.6 萬0.03%
MONECO Advisors, LLC5,247$24.2 萬0.04%
Empower Advisory Group, LLC5,144$23.7 萬0.00%
Advisory Services Network, LLC4,750$21.9 萬0.00%
Insigneo Advisory Services, LLC4,466$21.3 萬0.02%
Flputnam Investment Management Co4,578$21.1 萬0.00%
AlTi Global, Inc.4,518$20.8 萬0.01%
Selective Wealth Management, Inc.4,368$20.5 萬0.09%
Secure Asset Management, LLC4,341$20.0 萬0.04%
Triad Wealth Partners, LLC3,104$14.3 萬0.07%
Mizuho Bank, Ltd.2,400,000$11.1 萬0.03%
Ashton Thomas Private Wealth, LLC2,076$9.57 萬0.01%
RFP Financial Group LLC1,583$7.30 萬0.03%
Family Firm, Inc.684$3.15 萬0.01%
Plante Moran Financial Advisors, LLC449$2.07 萬0.00%
Addison Advisors LLC181$8,3430.00%
Tucker Asset Management LLC157$7,2360.00%
Pacifica Partners Inc.140$6,5410.00%
Pinnacle Bancorp, Inc.106$4,8860.00%
Deane Retirement Strategies, Inc.94$4,3320.00%
Kozak & Associates, Inc.35$1,6360.00%
Citigroup Inc33$1,5210.00%
Thurston, Springer, Miller, Herd & Titak, Inc.31$1,4280.00%

清倉機構（23 家）

2024 年第 1 季季末持有 World Gold Trust、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 GLDM 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Evoke Wealth, LLC6,263,652$2.76 億
Warren Street Wealth Advisors, LLC224,996$991.1 萬
CoreCap Advisors, LLC180,103$793.4 萬
Flynn Zito Capital Management, LLC119,882$528.1 萬
Transamerica Financial Advisors, Inc.105,413$464.4 萬
Renaissance Technologies LLC74,600$328.6 萬
National Asset Management, Inc.85,657$314.0 萬
Lincoln National Corp36,860$162.4 萬
Vaughan David Investments LLC22,797$100.4 萬
Nwam LLC12,990$59.6 萬
Pathstone Holdings, LLC10,750$47.4 萬
EP Wealth Advisors, LLC10,737$47.3 萬
Richardson Financial Services Inc.6,848$30.2 萬
Csenge Advisory Group5,026$22.1 萬
Sheets Smith Wealth Management4,957$21.8 萬
Cardiff Park Advisors, LLC4,592$20.2 萬
Impact Partnership Wealth, LLC2,063$9.09 萬
Palisade Asset Management, LLC1,127$4.96 萬
Bank Julius Baer & Co. Ltd, Zurich1,000$4.40 萬
Signature Resources Capital Management, LLC180$7,364
Western Pacific Wealth Management, LP134$5,903
Spectrum Wealth Counsel, LLC36$1,586
Truvestments Capital LLC5$220

尚未申報 2024 年第 2 季的機構（5 家）

2024 年第 1 季季末持有 World Gold Trust、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 GLDM、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Eudaimonia Partners, LLC299,009$1,317 萬
FirstPurpose Wealth LLC22,070$101.9 萬
Wilbanks Smith & Thomas Asset Management LLC11,944$52.6 萬
Derbend Asset Management8,652$38.1 萬
Retirement Group, LLC735$3.24 萬