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 13F 持有人
World Gold Trust 在 2024/12/31 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
- 541
- 較 2024 年第 3 季 +82 家
- 持有股數
- 1.12 億
- 較 2024 年第 3 季 −64.2 萬 (−0.6%)
- 總市值
- $58.4 億
- 較 2024 年第 3 季 −$5,405 萬 (−0.9%)
- 新進機構
- 117
- 另有 186 家加碼
- 清倉機構
- 35
- 另有 157 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 82,935 | $431.2 萬 | 0.06% | +6,300+8.2% | 加碼 |
| Abound Financial, LLC | 83,415 | $433.7 萬 | 2.20% | +83,415 | 新進 |
| Walkner Condon Financial Advisors LLC | 84,287 | $438.2 萬 | 0.89% | −911−1.1% | 減碼 |
| Upper Left Wealth Management, LLC | 85,987 | $447.0 萬 | 3.82% | +1,175+1.4% | 加碼 |
| Transamerica Financial Advisors, Inc. | 86,818 | $451.4 萬 | 0.45% | +515+0.6% | 加碼 |
| Joseph Group Capital Management | 88,998 | $462.7 萬 | 1.82% | −225,737−71.7% | 減碼 |
| Lam Group, Inc. | 93,135 | $484.2 萬 | 3.45% | +15,000+19.2% | 加碼 |
| Purus Wealth Management, LLC | 95,050 | $494.2 萬 | 1.96% | +9,980+11.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 95,888 | $498.5 萬 | 0.24% | +3,405+3.7% | 加碼 |
| Arete Wealth Advisors, LLC | 97,652 | $507.7 萬 | 0.37% | −23,472−19.4% | 減碼 |
| Executive Wealth Management, LLC | 98,081 | $509.9 萬 | 0.40% | +98,081 | 新進 |
| American Trust | 95,120 | $511.6 萬 | 0.39% | +88,867+1,421.2% | 加碼 |
| Financial Enhancement Group LLC | 97,064 | $511.8 萬 | 0.78% | +85,665+751.5% | 加碼 |
| Money Concepts Capital Corp | 98,514 | $512.2 萬 | 0.38% | −4,002−3.9% | 減碼 |
| Brookstone Capital Management | 99,042 | $514.9 萬 | 0.07% | +20,124+25.5% | 加碼 |
| Hobbs Group Advisors, LLC | 99,228 | $515.9 萬 | 1.94% | −27,484−21.7% | 減碼 |
| Integrity Wealth Solutions LLC | 99,336 | $516.4 萬 | 2.89% | +2,498+2.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 101,692 | $533.9 萬 | 0.75% | +3,317+3.4% | 加碼 |
| TD Waterhouse Canada Inc. | 104,474 | $542.8 萬 | 0.04% | +37,145+55.2% | 加碼 |
| Zhang Financial LLC | 104,476 | $543.2 萬 | 0.31% | +1,444+1.4% | 加碼 |
| Cedar Point Capital Partners, LLC | 105,243 | $547.2 萬 | 3.70% | +7,664+7.9% | 加碼 |
| Accretive Wealth Partners, LLC | 106,279 | $552.5 萬 | 2.35% | −2,173−2.0% | 減碼 |
| Avantax Advisory Services, Inc. | 106,605 | $554.2 萬 | 0.03% | +1,239+1.2% | 加碼 |
| Stapp Wealth Management, PLLC | 109,405 | $568.8 萬 | 8.87% | +656+0.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,586 | $585.3 萬 | 0.21% | −130−0.1% | 減碼 |
| Managed Asset Portfolios, LLC | 113,611 | $590.7 萬 | 0.88% | +154+0.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 120,856 | $600.2 萬 | 0.02% | +27,893+30.0% | 加碼 |
| AMJ Financial Wealth Management | 116,319 | $604.7 萬 | 1.68% | −1,804−1.5% | 減碼 |
| JNBA Financial Advisors | 117,044 | $608.5 萬 | 0.62% | −8,725−6.9% | 減碼 |
| Archford Capital Strategies, LLC | 117,927 | $613.1 萬 | 0.93% | +4,244+3.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 119,071 | $619.1 萬 | 0.07% | +22,752+23.6% | 加碼 |
| Glenview Trust Co | 119,208 | $619.8 萬 | 0.12% | +474+0.4% | 加碼 |
| Copley Financial Group, Inc. | 124,022 | $644.8 萬 | 4.94% | −14,663−10.6% | 減碼 |
| Synovus Financial Corp | 124,306 | $646.3 萬 | 0.08% | −120,208−49.2% | 減碼 |
| Renaissance Technologies LLC | 124,700 | $648.3 萬 | 0.01% | +74,500+148.4% | 加碼 |
| Chatham Capital Group, Inc. | 125,766 | $653.9 萬 | 1.08% | +7,680+6.5% | 加碼 |
| Truist Financial Corp | 126,562 | $658.0 萬 | 0.01% | +1,067+0.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 126,812 | $659.3 萬 | 0.49% | +17,533+16.0% | 加碼 |
| Quent Capital, LLC | 127,376 | $662.2 萬 | 0.69% | +11,427+9.9% | 加碼 |
| AE Wealth Management LLC | 127,842 | $664.7 萬 | 0.06% | +76,682+149.9% | 加碼 |
| Plum Street Advisors, LLC | 129,013 | $670.7 萬 | 3.31% | +25,073+24.1% | 加碼 |
| Versant Capital Management, Inc | 131,882 | $685.7 萬 | 1.48% | −2,119−1.6% | 減碼 |
| WR Wealth Planners, LLC | 133,029 | $691.6 萬 | 2.22% | +2,261+1.7% | 加碼 |
| Retirement Income Solutions, Inc | 133,659 | $694.9 萬 | 1.40% | +349+0.3% | 加碼 |
| Hudson Capital Management LLC | 134,491 | $699.2 萬 | 2.17% | −8,761−6.1% | 減碼 |
| Wealth Advisory Solutions, LLC | 136,027 | $707.2 萬 | 1.98% | −4,718−3.4% | 減碼 |
| Continuum Wealth Advisors, LLC | 136,234 | $708.3 萬 | 3.58% | +7,241+5.6% | 加碼 |
| LWM Advisory Services, LLC | 137,106 | $712.8 萬 | 4.96% | +115,755+542.2% | 加碼 |
| AIFG Consultants Ltd. | 141,180 | $734.0 萬 | 11.98% | −22,508−13.8% | 減碼 |
| Commonwealth Equity Services, LLC | 141,729 | $736.8 萬 | 0.01% | +12,055+9.3% | 加碼 |
| National Bank of Canada | 142,646 | $741.5 萬 | 0.01% | +10,407+7.9% | 加碼 |
| MML Investors Services, LLC | 142,948 | $743.2 萬 | 0.03% | +48,518+51.4% | 加碼 |
| Medici Capital LLC | 152,540 | $793.1 萬 | 10.22% | −402,700−72.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 152,904 | $794.9 萬 | 1.93% | −2,224−1.4% | 減碼 |
| Avid Wealth Partners LLC | 155,972 | $810.9 萬 | 5.76% | −9,159−5.5% | 減碼 |
| Mariner, LLC | 160,562 | $834.8 萬 | 0.01% | +73,231+83.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 165,620 | $861.1 萬 | 0.12% | −6,946−4.0% | 減碼 |
| Harbor Investment Advisory, LLC | 169,050 | $878.9 萬 | 0.82% | +4,777+2.9% | 加碼 |
| Encompass More Asset Management | 169,646 | $882.0 萬 | 2.91% | +20,133+13.5% | 加碼 |
| Nisa Investment Advisors, LLC | 170,300 | $885.4 萬 | 0.03% | −166,900−49.5% | 減碼 |
| Alaska Permanent Fund Corp | 171,000 | $889.0 萬 | 0.13% | 00.0% | 不變 |
| R. W. Roge & Company, Inc. | 172,334 | $895.9 萬 | 4.83% | −6,097−3.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 176,103 | $925.6 萬 | 0.11% | +88,225+100.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 179,200 | $931.7 萬 | 0.87% | +85,000+90.2% | 加碼 |
| Farther Finance Advisors, LLC | 179,995 | $935.8 萬 | 0.34% | +73,635+69.2% | 加碼 |
| CoreCap Advisors, LLC | 185,631 | $965.1 萬 | 0.44% | +4,965+2.7% | 加碼 |
| Gould Asset Management LLC | 215,922 | $1,123 萬 | 2.36% | +19,875+10.1% | 加碼 |
| Timber Creek Capital Management LLC | 223,331 | $1,161 萬 | 3.35% | +1,937+0.9% | 加碼 |
| Peak Financial Advisors LLC | 225,780 | $1,174 萬 | 6.11% | −802−0.4% | 減碼 |
| Warren Street Wealth Advisors, LLC | 233,960 | $1,216 萬 | 4.99% | +3,649+1.6% | 加碼 |
| Keudell/Morrison Wealth Management | 239,947 | $1,247 萬 | 3.25% | −1,651−0.7% | 減碼 |
| Coco Enterprises, LLC | 237,864 | $1,253 萬 | 7.55% | −420.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 245,150 | $1,275 萬 | 0.02% | −7,944−3.1% | 減碼 |
| Deutsche Bank AG | 255,382 | $1,328 萬 | 0.01% | +5,382+2.2% | 加碼 |
| SBI Securities Co., Ltd. | 263,998 | $1,373 萬 | 0.42% | +263,998 | 新進 |
| Austin Wealth Management, LLC | 258,313 | $1,383 萬 | 2.87% | +9,625+3.9% | 加碼 |
| Miracle Mile Advisors, LLC | 280,792 | $1,460 萬 | 0.30% | −19,431−6.5% | 減碼 |
| NavPoint Financial, Inc. | 283,289 | $1,473 萬 | 11.65% | −15,240−5.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 288,771 | $1,501 萬 | 0.01% | +61,275+26.9% | 加碼 |
| Fullerton Fund Management Co Ltd. | 302,199 | $1,571 萬 | 0.55% | −4,286−1.4% | 減碼 |
| US Bancorp | 304,131 | $1,581 萬 | 0.02% | +88,963+41.3% | 加碼 |
| Nottingham Advisors, Inc. | 314,793 | $1,637 萬 | 2.08% | −24,913−7.3% | 減碼 |
| Private Advisor Group, LLC | 315,620 | $1,641 萬 | 0.09% | +13,934+4.6% | 加碼 |
| Brandywine Oak Private Wealth LLC | 334,178 | $1,737 萬 | 1.70% | −18,096−5.1% | 減碼 |
| Evernest Financial Advisors, LLC | 343,392 | $1,785 萬 | 4.63% | +45,703+15.4% | 加碼 |
| Parcion Private Wealth LLC | 351,765 | $1,829 萬 | 1.40% | +23,124+7.0% | 加碼 |
| Bangor Savings Bank | 369,359 | $1,920 萬 | 1.80% | +21,056+6.0% | 加碼 |
| Rockefeller Capital Management L.P. | 378,786 | $1,968 萬 | 0.05% | +40,045+11.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 393,194 | $2,044 萬 | 0.07% | −128,663−24.7% | 減碼 |
| Sentinel Pension Advisors Inc | 432,786 | $2,250 萬 | 4.17% | +7,499+1.8% | 加碼 |
| Advisor Group Holdings, Inc. | 440,752 | $2,291 萬 | 0.05% | +24,018+5.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 454,659 | $2,364 萬 | 0.68% | +2,213+0.5% | 加碼 |
| Assetmark, Inc | 473,100 | $2,460 萬 | 0.07% | −11,399−2.4% | 減碼 |
| Baird Financial Group, Inc. | 473,843 | $2,464 萬 | 0.05% | +29,446+6.6% | 加碼 |
| TownSquare Capital, LLC | 493,517 | $2,566 萬 | 0.29% | −186,313−27.4% | 減碼 |
| Goldman Sachs Group Inc | 494,683 | $2,572 萬 | 0.00% | −11,307−2.2% | 減碼 |
| SNS Financial Group, LLC | 495,892 | $2,578 萬 | 2.65% | −7,444−1.5% | 減碼 |
| Burt Wealth Advisors | 549,192 | $2,855 萬 | 7.25% | −5,303−1.0% | 減碼 |
| Equitable Holdings, Inc. | 559,372 | $2,908 萬 | 0.28% | +57,850+11.5% | 加碼 |
| Resona Asset Management Co.,Ltd. | 579,100 | $3,000 萬 | 0.18% | +121,400+26.5% | 加碼 |