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 |
|---|---|---|---|---|---|
| Plum Street Advisors, LLC | 129,013 | $670.7 萬 | 3.31% | +25,073+24.1% | 加碼 |
| AE Wealth Management LLC | 127,842 | $664.7 萬 | 0.06% | +76,682+149.9% | 加碼 |
| Quent Capital, LLC | 127,376 | $662.2 萬 | 0.69% | +11,427+9.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 126,812 | $659.3 萬 | 0.49% | +17,533+16.0% | 加碼 |
| Truist Financial Corp | 126,562 | $658.0 萬 | 0.01% | +1,067+0.9% | 加碼 |
| Chatham Capital Group, Inc. | 125,766 | $653.9 萬 | 1.08% | +7,680+6.5% | 加碼 |
| Renaissance Technologies LLC | 124,700 | $648.3 萬 | 0.01% | +74,500+148.4% | 加碼 |
| Synovus Financial Corp | 124,306 | $646.3 萬 | 0.08% | −120,208−49.2% | 減碼 |
| Copley Financial Group, Inc. | 124,022 | $644.8 萬 | 4.94% | −14,663−10.6% | 減碼 |
| Glenview Trust Co | 119,208 | $619.8 萬 | 0.12% | +474+0.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 119,071 | $619.1 萬 | 0.07% | +22,752+23.6% | 加碼 |
| Archford Capital Strategies, LLC | 117,927 | $613.1 萬 | 0.93% | +4,244+3.7% | 加碼 |
| JNBA Financial Advisors | 117,044 | $608.5 萬 | 0.62% | −8,725−6.9% | 減碼 |
| AMJ Financial Wealth Management | 116,319 | $604.7 萬 | 1.68% | −1,804−1.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 120,856 | $600.2 萬 | 0.02% | +27,893+30.0% | 加碼 |
| Managed Asset Portfolios, LLC | 113,611 | $590.7 萬 | 0.88% | +154+0.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,586 | $585.3 萬 | 0.21% | −130−0.1% | 減碼 |
| Stapp Wealth Management, PLLC | 109,405 | $568.8 萬 | 8.87% | +656+0.6% | 加碼 |
| Avantax Advisory Services, Inc. | 106,605 | $554.2 萬 | 0.03% | +1,239+1.2% | 加碼 |
| Accretive Wealth Partners, LLC | 106,279 | $552.5 萬 | 2.35% | −2,173−2.0% | 減碼 |
| Cedar Point Capital Partners, LLC | 105,243 | $547.2 萬 | 3.70% | +7,664+7.9% | 加碼 |
| Zhang Financial LLC | 104,476 | $543.2 萬 | 0.31% | +1,444+1.4% | 加碼 |
| TD Waterhouse Canada Inc. | 104,474 | $542.8 萬 | 0.04% | +37,145+55.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 101,692 | $533.9 萬 | 0.75% | +3,317+3.4% | 加碼 |
| Integrity Wealth Solutions LLC | 99,336 | $516.4 萬 | 2.89% | +2,498+2.6% | 加碼 |
| Hobbs Group Advisors, LLC | 99,228 | $515.9 萬 | 1.94% | −27,484−21.7% | 減碼 |
| Brookstone Capital Management | 99,042 | $514.9 萬 | 0.07% | +20,124+25.5% | 加碼 |
| Money Concepts Capital Corp | 98,514 | $512.2 萬 | 0.38% | −4,002−3.9% | 減碼 |
| Financial Enhancement Group LLC | 97,064 | $511.8 萬 | 0.78% | +85,665+751.5% | 加碼 |
| American Trust | 95,120 | $511.6 萬 | 0.39% | +88,867+1,421.2% | 加碼 |
| Executive Wealth Management, LLC | 98,081 | $509.9 萬 | 0.40% | +98,081 | 新進 |
| Arete Wealth Advisors, LLC | 97,652 | $507.7 萬 | 0.37% | −23,472−19.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 95,888 | $498.5 萬 | 0.24% | +3,405+3.7% | 加碼 |
| Purus Wealth Management, LLC | 95,050 | $494.2 萬 | 1.96% | +9,980+11.7% | 加碼 |
| Lam Group, Inc. | 93,135 | $484.2 萬 | 3.45% | +15,000+19.2% | 加碼 |
| Joseph Group Capital Management | 88,998 | $462.7 萬 | 1.82% | −225,737−71.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 86,818 | $451.4 萬 | 0.45% | +515+0.6% | 加碼 |
| Upper Left Wealth Management, LLC | 85,987 | $447.0 萬 | 3.82% | +1,175+1.4% | 加碼 |
| Walkner Condon Financial Advisors LLC | 84,287 | $438.2 萬 | 0.89% | −911−1.1% | 減碼 |
| Abound Financial, LLC | 83,415 | $433.7 萬 | 2.20% | +83,415 | 新進 |
| Evercore Wealth Management, LLC | 82,935 | $431.2 萬 | 0.06% | +6,300+8.2% | 加碼 |
| Fortis Advisors, LLC | 81,895 | $425.8 萬 | 2.79% | −635−0.8% | 減碼 |
| Clark Capital Management Group, Inc. | 78,557 | $408.4 萬 | 0.03% | −43,792−35.8% | 減碼 |
| Janney Montgomery Scott LLC | 78,550 | $408.4 萬 | 0.01% | +78,550 | 新進 |
| Lodestar Private Asset Management LLC | 77,733 | $404.1 萬 | 0.51% | +4,097+5.6% | 加碼 |
| Colony Group, LLC | 76,357 | $397.0 萬 | 0.01% | +6,575+9.4% | 加碼 |
| Comerica Bank | 75,975 | $395.0 萬 | 0.02% | +598+0.8% | 加碼 |
| Team Financial Group, LLC | 74,090 | $385.2 萬 | 2.21% | +763+1.0% | 加碼 |
| Catalyst Capital Advisors LLC | 73,500 | $382.1 萬 | 0.08% | 00.0% | 不變 |
| Genesis Wealth Advisors, LLC | 73,022 | $379.6 萬 | 3.31% | +73,022 | 新進 |
| Austin Private Wealth, LLC | 72,737 | $378.2 萬 | 0.35% | +72,737 | 新進 |
| Aptus Capital Advisors, LLC | 71,817 | $373.4 萬 | 0.04% | −3,570−4.7% | 減碼 |
| Independent Advisor Alliance | 70,796 | $368.1 萬 | 0.05% | +60,865+612.9% | 加碼 |
| Financial Guidance Group, Inc. | 70,359 | $365.8 萬 | 2.00% | −3,580−4.8% | 減碼 |
| Seven Post Investment Office LP | 69,418 | $360.9 萬 | 1.38% | +65,183+1,539.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 68,918 | $358.3 萬 | 0.32% | +68,918 | 新進 |
| BKD Wealth Advisors, LLC | 68,557 | $356.4 萬 | 0.08% | −305−0.4% | 減碼 |
| Bright Financial Advisors, Inc. | 68,393 | $355.6 萬 | 2.23% | +3,706+5.7% | 加碼 |
| Global Retirement Partners, LLC | 67,267 | $349.7 萬 | 0.10% | −6,776−9.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 66,786 | $347.2 萬 | 0.18% | +6,740+11.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 66,425 | $345.3 萬 | 0.38% | −100−0.2% | 減碼 |
| Lynx Investment Advisory | 66,416 | $345.3 萬 | 2.36% | −1,505−2.2% | 減碼 |
| Cabot Wealth Management Inc | 66,263 | $344.5 萬 | 0.44% | +3,776+6.0% | 加碼 |
| Nissay Asset Management Corp | 66,419 | $344.1 萬 | 0.02% | +17,817+36.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 65,699 | $341.6 萬 | 0.88% | −64,407−49.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 64,560 | $335.6 萬 | 0.05% | +270.0% | 加碼 |
| E Fund Management Co., Ltd. | 63,207 | $328.6 萬 | 0.16% | −8,819−12.2% | 減碼 |
| NDVR, Inc. | 62,736 | $326.2 萬 | 3.12% | +62,736 | 新進 |
| Integrated Advisors Network LLC | 62,505 | $325.0 萬 | 0.16% | −1,665−2.6% | 減碼 |
| Beckerman Institutional, LLC | 62,457 | $324.7 萬 | 2.60% | +881+1.4% | 加碼 |
| GWN Securities Inc. | 59,110 | $324.4 萬 | 0.87% | +59,110 | 新進 |
| Mission Creek Capital Partners, Inc. | 61,096 | $317.6 萬 | 0.69% | −135−0.2% | 減碼 |
| GeoWealth Management, LLC | 60,660 | $315.4 萬 | 0.10% | −68,592−53.1% | 減碼 |
| Wallace Advisory Group, LLC | 60,496 | $315.4 萬 | 2.18% | +2,080+3.6% | 加碼 |
| Tidemark, LLC | 60,180 | $312.9 萬 | 1.20% | +29,766+97.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 60,223 | $311.5 萬 | 0.01% | +1,160+2.0% | 加碼 |
| Kraematon Investment Advisors, Inc | 59,832 | $311.1 萬 | 3.08% | +464+0.8% | 加碼 |
| Luminist Capital LLC | 59,017 | $306.8 萬 | 5.33% | +59,017 | 新進 |
| Wealthcare Advisory Partners LLC | 58,800 | $305.7 萬 | 0.08% | −1,125−1.9% | 減碼 |
| Paul R. Ried Financial Group, LLC | 57,688 | $299.9 萬 | 2.10% | +57,688 | 新進 |
| Baker Ellis Asset Management LLC | 55,000 | $285.9 萬 | 0.42% | +1,000+1.9% | 加碼 |
| Change Path, LLC | 54,835 | $285.1 萬 | 0.09% | +1,669+3.1% | 加碼 |
| Mercer Global Advisors Inc | 54,648 | $284.1 萬 | 0.01% | +54,648 | 新進 |
| Copperwynd Financial, LLC | 52,576 | $273.3 萬 | 0.75% | +668+1.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 52,495 | $272.9 萬 | 1.07% | +2,165+4.3% | 加碼 |
| Horst & Graben Wealth Management LLC | 51,705 | $268.8 萬 | 0.48% | +51,705 | 新進 |
| Entrewealth, LLC | 50,408 | $265.6 萬 | 2.45% | +50,408 | 新進 |
| Certior Financial Group, LLC | 50,026 | $260.1 萬 | 2.31% | +50,026 | 新進 |
| Jump Financial, LLC | 49,966 | $259.8 萬 | 0.05% | −7,008−12.3% | 減碼 |
| Jacobi Capital Management LLC | 49,603 | $257.9 萬 | 0.19% | +2,862+6.1% | 加碼 |
| Franklin Resources Inc | 48,866 | $254.1 萬 | 0.00% | −15,256−23.8% | 減碼 |
| Transce3nd, LLC | 48,642 | $252.9 萬 | 0.86% | +48,642 | 新進 |
| Portside Wealth Group, LLC | 48,496 | $252.1 萬 | 0.42% | −35,557−42.3% | 減碼 |
| RSM US Wealth Management LLC | 48,362 | $251.4 萬 | 0.04% | 00.0% | 不變 |
| Ci Investments Inc. | 47,534 | $247.1 萬 | 0.01% | −8,000−14.4% | 減碼 |
| Bridgewater Advisors Inc. | 46,001 | $243.9 萬 | 0.25% | +7,448+19.3% | 加碼 |
| Mills Wealth Advisors LLC | 46,474 | $241.6 萬 | 1.37% | +46+0.1% | 加碼 |
| Essex Financial Services, Inc. | 46,340 | $240.9 萬 | 0.17% | −885−1.9% | 減碼 |
| Integrity Alliance, LLC. | 45,410 | $236.1 萬 | 0.26% | +45,410 | 新進 |
| Foundations Investment Advisors, LLC | 44,319 | $230.4 萬 | 0.04% | +5,987+15.6% | 加碼 |