跳到主要內容

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。

2025 年第 1 季與 2024 年第 4 季比較

持有 World Gold Trust 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

GLDM 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數5418618+85
股數1.12 億30.8 萬1.30 億+1,837 萬 (+16.4%)
市值$58.4 億$1,601 萬$80.5 億+$22.3 億 (+38.2%)

8 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(106 家)

2025 年第 1 季季末持有 World Gold Trust、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 106 家。

2025 年第 1 季新進 GLDM 的機構
機構股數市值佔組合 %
Jane Street Group, LLC3,739,583$2.31 億0.42%
Mizuho Bank, Ltd.1,100,000$6,808 萬15.37%
Charles Schwab Investment Management Inc1,055,916$6,535 萬0.01%
Cresset Asset Management, LLC454,934$2,816 萬0.14%
Quadrature Capital Ltd346,297$2,143 萬0.48%
Cetera Investment Advisers326,405$2,020 萬0.04%
McMorgan & Co LLC304,593$1,885 萬3.02%
Penserra Capital Management LLC242,895$1,503 萬0.27%
Journey Strategic Wealth LLC137,259$849.5 萬0.30%
Buck Wealth Strategies, LLC130,633$808.5 萬1.47%
National Asset Management, Inc.113,747$704.0 萬0.21%
Main Street Financial Solutions, LLC109,004$674.6 萬0.59%
US Financial Advisors, LLC99,628$616.6 萬1.82%
Henderson Brothers Financial Partners, LLC72,209$616.4 萬3.10%
Advisor Resource Council123,790$610.5 萬0.49%
Avos Capital Management, LLC90,425$559.6 萬3.69%
Cardinal Strategic Wealth Guidance80,642$499.1 萬1.59%
Q3 Asset Management70,690$437.5 萬2.99%
Motiv8 Investments LLC70,280$435.0 萬2.89%
New Perspectives, Inc65,584$405.9 萬2.17%
Financial Life Advisors56,284$348.3 萬1.30%
Susquehanna International Group, LLP55,629$344.3 萬0.01%
Penobscot Wealth Management53,602$331.7 萬1.40%
Horizon Financial Services, LLC48,469$300.0 萬1.67%
Tennessee Valley Asset Management Partners45,585$282.1 萬0.46%
Talon Private Wealth, LLC41,643$257.7 萬0.35%
McNaughton Wealth Management, LLC39,382$243.7 萬1.18%
Atria Investments LLC35,379$219.0 萬0.03%
Shira Ridge Wealth Management35,219$218.0 萬1.09%
Brown Brothers Harriman & Co34,690$214.7 萬0.02%
KWB Wealth40,822$212.2 萬0.26%
WBH Advisory Inc34,254$212.0 萬0.20%
Biltmore Family Office, LLC25,126$155.5 萬0.27%
Olympus Wealth Management, LLC20,098$124.4 萬0.55%
CX Institutional19,744$122.2 萬0.05%
MidWestOne Financial Group, Inc.19,280$119.3 萬0.17%
S. R. Schill & Associates18,743$116.0 萬0.92%
M1 Capital Management LLC18,467$114.3 萬0.71%
Eagle Rock Investment Company, LLC16,604$102.8 萬0.18%
Two Sigma Securities, LLC14,769$91.4 萬0.14%
Clark Asset Management, LLC14,647$90.7 萬0.15%
Boothbay Fund Management, LLC13,600$84.2 萬0.03%
Waterloo Capital, L.P.12,695$78.6 萬0.07%
Good Life Advisors, LLC11,763$72.8 萬0.05%
Sheets Smith Wealth Management10,921$67.6 萬0.08%
Tempus Wealth Planning, LLC10,223$63.3 萬0.19%
Alpha Cubed Investments, LLC10,201$63.1 萬0.03%
Clearview Wealth Advisors LLC9,561$59.2 萬0.44%
IFG Advisory, LLC9,190$56.9 萬0.03%
Frederick Financial Consultants, LLC8,553$52.9 萬0.38%
Roman Butler Fullerton & Co7,506$48.0 萬0.19%
Hamilton Capital, LLC7,631$47.2 萬0.03%
Horan Securities, Inc.7,514$46.5 萬0.18%
Hobbs Wealth Management, LLC6,989$43.3 萬0.48%
Fullcircle Wealth LLC6,117$40.6 萬0.17%
Cullen/Frost Bankers, Inc.6,551$40.5 萬0.01%
MKT Advisors LLC6,402$37.7 萬0.18%
Catalina Capital Group, LLC5,947$36.8 萬0.25%
Northern Trust Corp5,871$36.3 萬0.00%
Beacon Financial Advisory LLC5,572$34.5 萬0.10%
Richardson Financial Services Inc.5,236$32.4 萬0.25%
Dynamic Advisor Solutions LLC5,183$32.1 萬0.01%
Kaizen Financial Strategies5,073$31.4 萬0.18%
Sowell Financial Services LLC4,949$30.6 萬0.01%
LexAurum Advisors, LLC4,777$29.6 萬0.06%
First Heartland Consultants, Inc.4,533$28.1 萬0.03%
Scharf Investments, LLC4,500$27.9 萬0.01%
Ausdal Financial Partners, Inc.4,433$27.4 萬0.02%
Emergent Wealth Advisors, LLC4,245$26.3 萬0.19%
OMNI 360 Wealth, Inc.4,212$26.1 萬0.17%
Florida Financial Advisors, LLC4,091$25.3 萬0.10%
USAdvisors Wealth Management, LLC4,100$25.3 萬0.09%
Valeo Financial Advisors, LLC4,034$25.0 萬0.01%
Financial Advocates Investment Management3,938$24.4 萬0.02%
Johnson Investment Counsel Inc3,873$24.0 萬0.00%
Bristlecone Advisors, LLC3,740$23.1 萬0.02%
Paragon Advisors, LLC3,738$23.1 萬0.09%
Woodmont Investment Counsel LLC3,697$22.9 萬0.02%
Oregon Pacific Wealth Management, LLC3,659$22.6 萬0.23%
Wealthgarden F.S. LLC3,630$22.5 萬0.22%
Barnett & Company, Inc.3,571$22.1 萬0.18%
Resurgent Financial Advisors LLC3,514$21.7 萬0.13%
Tranquility Partners, LLC3,383$20.9 萬0.08%
Wedbush Securities Inc3,371$20.9 萬0.01%
Manhattan West Asset Management, LLC3,373$20.9 萬0.05%
Fulton Breakefield Broenniman LLC3,285$20.3 萬0.01%
Investor's Fiduciary Advisor Network, LLC3,281$20.3 萬0.10%
Painted Porch Advisors LLC3,057$18.9 萬0.08%
Coldstream Capital Management Inc1,704$10.5 萬0.00%
Salomon & Ludwin, LLC1,406$8.70 萬0.01%
Private Wealth Asset Management, LLC1,400$8.66 萬0.01%
Silver Oak Securities, Inc810$4.94 萬0.00%
Kiker Wealth Management, LLC500$3.09 萬0.02%
GAMMA Investing LLC476$2.95 萬0.00%
Asset Planning,Inc474$2.93 萬0.02%
Costello Asset Management, INC304$1.88 萬0.01%
Promus Capital, LLC236$1.46 萬0.01%
Huntington National Bank–$6,1890.00%
Cape Investment Advisory, Inc.100$6,1890.00%
NBC Securities, Inc.50$3,0000.00%

清倉機構(21 家)

2024 年第 4 季季末持有 World Gold Trust、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 GLDM 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nisa Investment Advisors, LLC170,300$885.4 萬
American Trust95,120$511.6 萬
Independent Advisor Alliance70,796$368.1 萬
Ameritas Advisory Services, LLC15,273$79.4 萬
Maia Wealth LLC12,701$69.0 萬
Kaufman Rossin Wealth, LLC13,150$68.4 萬
Michael B. Yongue10,434$54.2 萬
New York Life Investment Management LLC10,366$53.9 萬
Laidlaw Wealth Management LLC10,135$52.7 萬
McAdam, LLC6,036$31.4 萬
Mosaic Family Wealth Partners, LLC3,918$20.4 萬
Hartford Financial Management Inc.1,459$7.59 萬
Bank Julius Baer & Co. Ltd, Zurich1,178$6.76 萬
Van Hulzen Asset Management, LLC1,067$5.55 萬
FLP Wealth Management, LLC554$2.88 萬
WFA Asset Management Corp287$1.49 萬
Tucker Asset Management LLC228$1.19 萬
MCF Advisors LLC158$8,215
Accredited Wealth Management, LLC125$6,499
Tower Research Capital LLC (TRC)99$5,147
Oarsman Capital, Inc.25$1,300

尚未申報 2025 年第 1 季的機構(8 家)

2024 年第 4 季季末持有 World Gold Trust、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 GLDM、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
WR Wealth Planners, LLC133,029$691.6 萬
Executive Wealth Management, LLC98,081$509.9 萬
Global Retirement Partners, LLC67,267$349.7 萬
Access Investment Management LLC6,020$31.3 萬
Sanctuary Wealth Management, L.L.C.2,872$14.9 萬
HBC Financial Services, PLLC511$2.60 萬
Householder Group Estate & Retirement Specialist, LLC182$9,000
Oliver Lagore Vanvalin Investment Group15$780