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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 4 季與 2024 年第 3 季比較

持有 World Gold Trust 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

GLDM 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數4656541+82
股數1.14 億85.6 萬1.12 億−64.2 萬 (−0.6%)
市值$59.4 億$4,461 萬$58.4 億−$5,405 萬 (−0.9%)

6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(117 家)

2024 年第 4 季季末持有 World Gold Trust、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 117 家。

2024 年第 4 季新進 GLDM 的機構
機構股數市值佔組合 %
Principal Financial Group Inc1,757,205$9,136 萬0.05%
Raymond James Financial Inc840,500$4,370 萬0.02%
SBI Securities Co., Ltd.263,998$1,373 萬0.42%
Executive Wealth Management, LLC98,081$509.9 萬0.40%
Abound Financial, LLC83,415$433.7 萬2.20%
Janney Montgomery Scott LLC78,550$408.4 萬0.01%
Genesis Wealth Advisors, LLC73,022$379.6 萬3.31%
Austin Private Wealth, LLC72,737$378.2 萬0.35%
CFS Investment Advisory Services, LLC68,918$358.3 萬0.32%
NDVR, Inc.62,736$326.2 萬3.12%
GWN Securities Inc.59,110$324.4 萬0.87%
Luminist Capital LLC59,017$306.8 萬5.33%
Paul R. Ried Financial Group, LLC57,688$299.9 萬2.10%
Mercer Global Advisors Inc54,648$284.1 萬0.01%
Horst & Graben Wealth Management LLC51,705$268.8 萬0.48%
Entrewealth, LLC50,408$265.6 萬2.45%
Certior Financial Group, LLC50,026$260.1 萬2.31%
Transce3nd, LLC48,642$252.9 萬0.86%
Integrity Alliance, LLC.45,410$236.1 萬0.26%
Salus Financial Advisors, LLC43,709$227.2 萬1.78%
Marex Group plc42,942$223.3 萬0.04%
One Wealth Advisors, LLC40,816$212.2 萬0.31%
UMA Financial Services, Inc.40,012$208.0 萬0.35%
Peak Retirement Planning, Inc.37,670$199.0 萬1.34%
Scotia Capital Inc.37,812$196.6 萬0.01%
Bush Investment Group, LLC35,349$183.8 萬1.43%
Sovran Advisors, LLC34,222$181.5 萬0.26%
Courier Capital LLC32,463$168.8 萬0.12%
Aspetuck Financial Management LLC28,114$146.2 萬1.14%
Advyzon Investment Management, LLC22,473$116.8 萬0.45%
Bravias Capital Group, LLC20,926$116.1 萬0.94%
Detalus Advisors, LLC22,096$114.9 萬0.38%
BlackRock, Inc.21,053$109.5 萬0.00%
Castleview Partners, LLC19,171$101.0 萬0.54%
MAI Capital Management18,809$97.8 萬0.01%
Kickstand Ventures, LLC.18,597$96.7 萬0.25%
Magnolia Private Wealth, LLC17,918$93.2 萬0.83%
Mayflower Financial Advisors, LLC17,524$91.1 萬0.14%
Focus Financial Network, Inc.17,502$91.0 萬0.04%
Tableaux LLC17,342$90.2 萬0.75%
Copia Wealth Management16,470$85.6 萬0.81%
Ashton Thomas Private Wealth, LLC15,568$80.9 萬0.03%
Vertex Planning Partners, LLC15,421$80.2 萬0.18%
Ameritas Advisory Services, LLC15,273$79.4 萬0.03%
PFG Advisors14,591$75.9 萬0.05%
Eagle Global Advisors LLC14,500$75.4 萬0.03%
Maia Wealth LLC12,701$69.0 萬0.15%
Kaufman Rossin Wealth, LLC13,150$68.4 萬0.70%
Spectrum Planning & Advisory Services Inc.13,026$67.7 萬0.59%
Tradition Wealth Management, LLC12,876$66.9 萬0.06%
AQR Capital Management LLC12,618$65.6 萬0.00%
Atomi Financial Group, Inc.12,129$63.1 萬0.03%
MSH Capital Advisors LLC12,020$62.5 萬0.20%
Relyea Zuckerberg Hanson LLC11,180$58.1 萬0.08%
U.S. Capital Wealth Advisors, LLC10,881$56.6 萬0.02%
Marshall & Sterling Wealth Advisors Inc.10,681$55.5 萬0.38%
4WEALTH Advisors, Inc.10,258$53.3 萬0.55%
Theory Financial LLC9,442$49.1 萬0.21%
Apeiron RIA LLC9,317$48.4 萬0.14%
IFG Advisors, LLC9,001$46.8 萬0.09%
Perennial Investment Advisors, LLC8,923$46.4 萬0.05%
Lifelong Wealth Advisors, Inc.8,322$43.3 萬0.19%
Crews Bank & Trust8,275$43.0 萬0.07%
Wealthcare Capital Partners, LLC8,252$42.9 萬0.22%
Independent Financial Group, LLC7,699$40.0 萬0.01%
Nova Wealth Management, Inc.7,511$39.0 萬0.34%
My Legacy Advisors, LLC7,053$37.7 萬0.15%
YHB Investment Advisors, Inc.6,950$36.1 萬0.03%
Compass Financial Services Inc6,828$35.5 萬0.20%
Vermillion Wealth Management, Inc.6,512$33.9 萬0.17%
WealthPLAN Partners, LLC6,484$33.7 萬0.05%
Western Wealth Management, LLC6,389$33.2 萬0.02%
AMG National Trust Bank6,340$32.7 萬0.01%
Global View Capital Management LLC5,705$30.1 萬0.11%
Blackston Financial Advisory Group, LLC5,720$29.7 萬0.15%
Avidian Wealth Solutions, LLC5,502$28.6 萬0.01%
Patriot Financial Group Insurance Agency, LLC5,393$28.0 萬0.04%
Signal Advisors Wealth, LLC5,354$27.8 萬0.03%
N.E.W. Advisory Services LLC4,937$25.7 萬0.02%
United Asset Strategies, Inc.4,836$25.1 萬0.02%
Entruity Wealth, LLC4,830$25.1 萬0.25%
Comprehensive Money Management Services LLC4,579$23.8 萬0.20%
High Falls Advisors, Inc4,403$22.9 萬0.05%
Centaurus Financial, Inc.4,339$22.6 萬0.01%
Clear Creek Financial Management, LLC4,340$22.6 萬0.02%
Firethorn Wealth Partners, LLC4,273$22.2 萬0.11%
Sutton Place Investors LLC4,144$21.5 萬0.12%
RDA Financial Network4,059$21.1 萬0.06%
Gen-Wealth Partners Inc2,938$15.3 萬0.07%
Capital A Wealth Management, LLC2,420$12.6 萬0.21%
WealthTrak Capital Management LLC2,273$11.8 萬0.10%
Semmax Financial Advisors Inc.2,030$11.8 萬0.03%
Rosenberg Matthew Hamilton2,044$10.6 萬0.03%
Stonebridge Financial Group, LLC1,721$8.95 萬0.01%
FWL Investment Management, LLC1,600$8.32 萬0.03%
Ancora Advisors, LLC1,517$7.89 萬0.00%
GPS Wealth Strategies Group, LLC1,350$7.02 萬0.01%
Van Hulzen Asset Management, LLC1,067$5.55 萬0.00%
First Community Trust NA835$4.34 萬0.03%
Richards, Merrill & Peterson, Inc.800$4.16 萬0.02%

清倉機構(35 家)

2024 年第 3 季季末持有 World Gold Trust、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 GLDM 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Quadrature Capital Ltd1,624,903$8,471 萬
Main Street Financial Solutions, LLC102,602$534.9 萬
Q3 Asset Management100,761$525.2 萬
Jane Street Group, LLC70,388$366.9 萬
Capstone Wealth Management Group, LLC59,177$308.5 萬
Flow Traders U.S. LLC52,361$273.0 萬
Financial Sense Advisors, Inc.50,620$263.9 萬
Virtu Financial LLC32,184$167.8 萬
Susquehanna International Group, LLP27,979$145.9 萬
Financial Network Wealth Advisors LLC25,602$133.5 萬
Qube Research & Technologies Ltd24,550$128.0 萬
Prudential Financial Inc21,876$114.0 萬
Two Sigma Securities, LLC19,190$100.0 萬
AlphaStar Capital Management, LLC16,756$87.3 萬
HRT Financial LP15,964$83.2 萬
We Are One Seven, LLC15,755$82.1 萬
Advisor Resource Council13,240$69.0 萬
Johnson Investment Counsel Inc12,674$66.1 萬
Confluence Wealth Services, Inc.11,673$60.9 萬
Autumn Glory Partners, LLC8,000$41.7 萬
First Heartland Consultants, Inc.5,479$28.6 萬
Insigneo Advisory Services, LLC4,467$23.3 萬
Secure Asset Management, LLC4,099$21.4 萬
Motiv8 Investments LLC4,007$20.9 萬
Jaffetilchin Investment Partners, LLC2,118$11.0 萬
Coppell Advisory Solutions LLC586$3.08 萬
Wintrust Investments LLC546$2.80 萬
Mowery & Schoenfeld Wealth Management, LLC202$1.05 萬
Aspire Private Capital, LLC174$9,071
NBC Securities, Inc.178$9,000
Pinnacle Bancorp, Inc.99$5,161
Macroview Investment Management LLC66$3,441
Clarity Asset Management, Inc.20$1,043
Fifth Third Bancorp12$626
Truvestments Capital LLC5$261

尚未申報 2024 年第 4 季的機構(6 家)

2024 年第 3 季季末持有 World Gold Trust、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 GLDM、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James Financial Services Advisors, Inc.493,386$2,572 萬
Raymond James & Associates299,160$1,560 萬
WFA of San Diego, LLC36,501$190.3 萬
SpiderRock Advisors, LLC14,221$74.1 萬
Carmichael Hill & Associates, Inc.12,262$63.9 萬
VitalStone Financial, LLC300$1.56 萬