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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 3 季與 2024 年第 2 季比較

持有 World Gold Trust 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

GLDM 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數4062465+61
股數9,359 萬138.7 萬1.14 億+2,166 萬 (+23.5%)
市值$42.0 億$6,392 萬$59.4 億+$18.0 億 (+43.5%)

2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（85 家）

2024 年第 3 季季末持有 World Gold Trust、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 GLDM 的機構
機構股數市值佔組合 %
Evoke Wealth, LLC6,556,986$3.42 億9.33%
Cassaday & Co Wealth Management LLC5,637,993$2.94 億8.31%
Quadrature Capital Ltd1,624,903$8,471 萬1.92%
Mirae Asset Global ETFs Holdings Ltd.1,015,493$5,294 萬0.12%
Goldman Sachs Group Inc505,990$2,638 萬0.01%
Warren Street Wealth Advisors, LLC230,311$1,201 萬4.97%
CoreCap Advisors, LLC180,666$941.8 萬0.44%
Copley Financial Group, Inc.138,685$723.0 萬6.57%
Cedar Point Capital Partners, LLC97,579$508.7 萬3.49%
Wiley Bros.-Aintree Capital, LLC87,878$458.3 萬0.09%
Transamerica Financial Advisors, Inc.86,303$449.9 萬0.44%
Beckerman Institutional, LLC61,576$321.0 萬2.70%
Flow Traders U.S. LLC52,361$273.0 萬0.14%
Renaissance Technologies LLC50,200$261.7 萬0.00%
Public Employees Retirement System of Ohio37,200$193.9 萬0.01%
Virtu Financial LLC32,184$167.8 萬0.09%
Legacy Capital Wealth Partners, LLC31,766$165.6 萬0.33%
Cambridge Associates LLC30,631$159.7 萬0.06%
Compass Ion Advisors, LLC29,077$151.6 萬0.19%
Susquehanna International Group, LLP27,979$145.9 萬0.00%
Qube Research & Technologies Ltd24,550$128.0 萬0.00%
Quartz Partners, LLC20,776$108.3 萬0.68%
LWM Advisory Services, LLC21,351$96.8 萬0.72%
Paladin Wealth, LLC16,859$87.9 萬0.77%
HRT Financial LP15,964$83.2 萬0.00%
Buckingham Strategic Partners15,567$81.2 萬0.02%
SpiderRock Advisors, LLC14,221$74.1 萬0.02%
JT Stratford LLC13,825$72.1 萬0.12%
Breed's Hill Capital LLC13,617$71.0 萬0.58%
Advisor Resource Council13,240$69.0 萬0.31%
Perigon Wealth Management, LLC13,162$68.6 萬0.02%
BlackDiamond Wealth Management Inc.13,195$68.0 萬0.41%
Johnson Financial Group, Inc.12,830$66.9 萬0.03%
Johnson Investment Counsel Inc12,674$66.1 萬0.01%
Semper Augustus Investments Group LLC大師Semper Augustus12,460$65.0 萬0.11%
KPP Advisory Services LLC11,704$61.0 萬0.15%
Etesian Wealth Advisors, Inc.11,695$61.0 萬0.28%
Nwam LLC10,558$55.0 萬0.03%
Capital Management Associates, Inc9,579$49.9 萬0.20%
Sovereign Financial Group, Inc.9,554$49.8 萬0.12%
HBW Advisory Services LLC8,778$45.8 萬0.07%
Autumn Glory Partners, LLC8,000$41.7 萬0.16%
Captrust Financial Advisors7,362$38.4 萬0.00%
HM Payson & Co5,250$27.4 萬0.00%
Adviser Investments LLC5,233$27.3 萬0.00%
Holistic Planning, LLC5,217$27.2 萬0.12%
Creative Financial Designs Inc4,777$24.9 萬0.02%
StoneX Group Inc.4,677$24.4 萬0.02%
Eldridge Investment Advisors, Inc.4,434$23.1 萬0.05%
J.W. Cole Advisors, Inc.4,407$23.0 萬0.01%
Redhawk Wealth Advisors, Inc.4,318$22.5 萬0.03%
EP Wealth Advisors, LLC4,245$22.1 萬0.00%
First National Trust Co4,240$22.1 萬0.01%
BKA Wealth Consulting, Inc.4,237$22.1 萬0.23%
Seven Post Investment Office LP4,235$22.1 萬0.03%
Fiduciary Trust Co4,078$21.3 萬0.00%
Noesis Capital Mangement Corp4,044$21.1 萬0.04%
Motiv8 Investments LLC4,007$20.9 萬0.14%
Cardiff Park Advisors, LLC3,987$20.8 萬0.02%
Mosaic Family Wealth Partners, LLC3,957$20.6 萬0.03%
Fundamentun, LLC3,874$20.2 萬0.01%
Jaffetilchin Investment Partners, LLC2,118$11.0 萬0.01%
Indiana Trust & Investment Management CO2,000$10.4 萬0.04%
Sanctuary Wealth Management, L.L.C.1,457$7.60 萬0.05%
Glass Jacobson Investment Advisors llc1,429$7.45 萬0.02%
Bank Julius Baer & Co. Ltd, Zurich1,097$6.78 萬0.00%
First Horizon Advisors, Inc.1,256$6.55 萬0.00%
Barrett & Company, Inc.1,020$5.32 萬0.02%
NBT Bank N A897$4.68 萬0.00%
Trust Co of Vermont628$3.27 萬0.00%
Coppell Advisory Solutions LLC586$3.08 萬0.00%
Wintrust Investments LLC546$2.80 萬0.02%
Bryn Mawr Trust Co236$1.23 萬0.00%
Mowery & Schoenfeld Wealth Management, LLC202$1.05 萬0.02%
Whittier Trust Co136$7,0890.00%
Spectrum Wealth Counsel, LLC60$3,1280.00%
Ogorek Anthony Joseph49$2,0000.00%
Raleigh Capital Management Inc.33$1,7200.00%
Oarsman Capital, Inc.25$1,3030.00%
Clarity Asset Management, Inc.20$1,0430.00%
Parallel Advisors, LLC14$7300.00%
Fifth Third Bancorp12$6260.00%
Tompkins Financial Corp10$5210.00%
Truvestments Capital LLC5$2610.00%
American Capital Advisory, LLC4$2090.00%

清倉機構（24 家）

2024 年第 2 季季末持有 World Gold Trust、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 GLDM 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Cetera Investment Advisers257,123$1,185 萬
New York State Common Retirement Fund248,265$1,144 萬
Sanctuary Advisors, LLC87,188$404.4 萬
NDVR, Inc.82,736$381.3 萬
Janney Montgomery Scott LLC78,812$363.2 萬
Horizon Financial Services, LLC53,505$246.6 萬
Vicus Capital43,237$199.3 萬
Scotia Capital Inc.42,901$197.7 萬
Principal Financial Group Inc38,680$178.3 萬
SG Americas Securities, LLC20,148$92.9 萬
Balentine LLC18,289$84.3 萬
Empower Advisory Group, LLC5,144$23.7 萬
Flputnam Investment Management Co4,578$21.1 萬
Triad Wealth Partners, LLC3,104$14.3 萬
Mizuho Bank, Ltd.2,400,000$11.1 萬
Fortitude Family Office, LLC2,325$10.7 萬
Castleview Partners, LLC2,196$10.1 萬
Ashton Thomas Private Wealth, LLC2,076$9.57 萬
RFP Financial Group LLC1,583$7.30 萬
Family Firm, Inc.684$3.15 萬
Hantz Financial Services, Inc.600$2.80 萬
GPS Wealth Strategies Group, LLC335$1.54 萬
Addison Advisors LLC181$8,343
Kozak & Associates, Inc.35$1,636

尚未申報 2024 年第 3 季的機構（2 家）

2024 年第 2 季季末持有 World Gold Trust、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 GLDM、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Benjamin F. Edwards & Company, Inc.1,301,675$5,999 萬
Abbrea Capital, LLC85,259$393.0 萬