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 13F 持有人
World Gold Trust 在 2025/3/31 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
- 618
- 較 2024 年第 4 季 +85 家
- 持有股數
- 1.30 億
- 較 2024 年第 4 季 +1,837 萬 (+16.4%)
- 總市值
- $80.5 億
- 較 2024 年第 4 季 +$22.3 億 (+38.2%)
- 新進機構
- 106
- 另有 264 家加碼
- 清倉機構
- 21
- 另有 166 家減碼
另有 8 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 3,383 | $20.9 萬 | 0.08% | +3,383 | 新進 |
| Resurgent Financial Advisors LLC | 3,514 | $21.7 萬 | 0.13% | +3,514 | 新進 |
| Barnett & Company, Inc. | 3,571 | $22.1 萬 | 0.18% | +3,571 | 新進 |
| Wealthgarden F.S. LLC | 3,630 | $22.5 萬 | 0.22% | +3,630 | 新進 |
| Oregon Pacific Wealth Management, LLC | 3,659 | $22.6 萬 | 0.23% | +3,659 | 新進 |
| United Asset Strategies, Inc. | 3,665 | $22.7 萬 | 0.02% | −1,171−24.2% | 減碼 |
| Woodmont Investment Counsel LLC | 3,697 | $22.9 萬 | 0.02% | +3,697 | 新進 |
| Paragon Advisors, LLC | 3,738 | $23.1 萬 | 0.09% | +3,738 | 新進 |
| Bristlecone Advisors, LLC | 3,740 | $23.1 萬 | 0.02% | +3,740 | 新進 |
| Modern Wealth Management, LLC | 3,804 | $23.5 萬 | 0.01% | −146−3.7% | 減碼 |
| Johnson Investment Counsel Inc | 3,873 | $24.0 萬 | 0.00% | +3,873 | 新進 |
| Richards, Merrill & Peterson, Inc. | 3,900 | $24.1 萬 | 0.13% | +3,100+387.5% | 加碼 |
| Financial Advocates Investment Management | 3,938 | $24.4 萬 | 0.02% | +3,938 | 新進 |
| Principal Securities, Inc. | 4,704 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 3,957 | $24.5 萬 | 0.03% | +43+1.1% | 加碼 |
| Bell Investment Advisors, Inc | 3,985 | $24.7 萬 | 0.05% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 3,987 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Entruity Wealth, LLC | 3,987 | $24.7 萬 | 0.23% | −843−17.5% | 減碼 |
| Valeo Financial Advisors, LLC | 4,034 | $25.0 萬 | 0.01% | +4,034 | 新進 |
| Noesis Capital Mangement Corp | 4,044 | $25.0 萬 | 0.05% | 00.0% | 不變 |
| USAdvisors Wealth Management, LLC | 4,100 | $25.3 萬 | 0.09% | +4,100 | 新進 |
| Florida Financial Advisors, LLC | 4,091 | $25.3 萬 | 0.10% | +4,091 | 新進 |
| OMNI 360 Wealth, Inc. | 4,212 | $26.1 萬 | 0.17% | +4,212 | 新進 |
| Community Bank, N.A. | 4,235 | $26.2 萬 | 0.04% | −142−3.2% | 減碼 |
| BKA Wealth Consulting, Inc. | 4,245 | $26.3 萬 | 0.26% | +8+0.2% | 加碼 |
| Emergent Wealth Advisors, LLC | 4,245 | $26.3 萬 | 0.19% | +4,245 | 新進 |
| Perigon Wealth Management, LLC | 4,273 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| First National Trust Co | 4,277 | $26.5 萬 | 0.01% | +89+2.1% | 加碼 |
| Comprehensive Money Management Services LLC | 4,279 | $26.5 萬 | 0.21% | −300−6.6% | 減碼 |
| WealthTrak Capital Management LLC | 4,294 | $26.6 萬 | 0.23% | +2,021+88.9% | 加碼 |
| Regimen Wealth, LLC | 4,304 | $26.6 萬 | 0.09% | −181−4.0% | 減碼 |
| Signal Advisors Wealth, LLC | 4,361 | $27.0 萬 | 0.03% | −993−18.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,433 | $27.4 萬 | 0.02% | +4,433 | 新進 |
| Eldridge Investment Advisors, Inc. | 4,434 | $27.4 萬 | 0.06% | 00.0% | 不變 |
| Scharf Investments, LLC | 4,500 | $27.9 萬 | 0.01% | +4,500 | 新進 |
| AlTi Global, Inc. | 4,518 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 4,533 | $28.1 萬 | 0.03% | +4,533 | 新進 |
| Semmax Financial Advisors Inc. | 4,312 | $28.4 萬 | 0.08% | +2,282+112.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 4,624 | $28.6 萬 | 0.04% | +74+1.6% | 加碼 |
| Selective Wealth Management, Inc. | 4,485 | $28.7 萬 | 0.12% | +117+2.7% | 加碼 |
| LexAurum Advisors, LLC | 4,777 | $29.6 萬 | 0.06% | +4,777 | 新進 |
| Centaurus Financial, Inc. | 4,888 | $30.3 萬 | 0.02% | +549+12.7% | 加碼 |
| Sowell Financial Services LLC | 4,949 | $30.6 萬 | 0.01% | +4,949 | 新進 |
| Pineridge Advisors LLC | 5,028 | $31.1 萬 | 0.12% | +32+0.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,042 | $31.2 萬 | 0.00% | +2,614+107.7% | 加碼 |
| N.E.W. Advisory Services LLC | 5,062 | $31.3 萬 | 0.02% | +125+2.5% | 加碼 |
| Kaizen Financial Strategies | 5,073 | $31.4 萬 | 0.18% | +5,073 | 新進 |
| Integrated Wealth Concepts LLC | 5,128 | $31.7 萬 | 0.00% | +91+1.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,183 | $32.1 萬 | 0.01% | +5,183 | 新進 |
| HBW Advisory Services LLC | 5,225 | $32.3 萬 | 0.05% | −1,403−21.2% | 減碼 |
| Richardson Financial Services Inc. | 5,236 | $32.4 萬 | 0.25% | +5,236 | 新進 |
| HM Payson & Co | 5,250 | $32.5 萬 | 0.01% | −2,519−32.4% | 減碼 |
| Spire Wealth Management | 5,283 | $32.7 萬 | 0.01% | −2,981−36.1% | 減碼 |
| International Private Wealth Advisors LLC | 5,442 | $33.7 萬 | 0.32% | −380−6.5% | 減碼 |
| Blackston Financial Advisory Group, LLC | 5,449 | $33.7 萬 | 0.23% | −271−4.7% | 減碼 |
| ShoreHaven Wealth Partners, LLC | 5,450 | $33.7 萬 | 0.16% | 00.0% | 不變 |
| Washington Trust Co | 5,554 | $34.4 萬 | 0.01% | −5,418−49.4% | 減碼 |
| Beacon Financial Advisory LLC | 5,572 | $34.5 萬 | 0.10% | +5,572 | 新進 |
| Appleton Partners Inc | 5,628 | $34.8 萬 | 0.03% | +44+0.8% | 加碼 |
| Victory Capital Management Inc | 5,635 | $34.9 萬 | 0.00% | +1,133+25.2% | 加碼 |
| WestEnd Advisors, LLC | 5,635 | $34.9 萬 | 0.01% | +1,133+25.2% | 加碼 |
| Heritage Investors Management Corp | 5,685 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 5,766 | $35.7 萬 | 0.00% | +1,152+25.0% | 加碼 |
| Gen-Wealth Partners Inc | 5,860 | $36.3 萬 | 0.15% | +2,922+99.5% | 加碼 |
| Northern Trust Corp | 5,871 | $36.3 萬 | 0.00% | +5,871 | 新進 |
| GWN Securities Inc. | 5,942 | $36.8 萬 | 0.02% | −53,168−89.9% | 減碼 |
| Catalina Capital Group, LLC | 5,947 | $36.8 萬 | 0.25% | +5,947 | 新進 |
| Anchor Investment Management, LLC | 5,949 | $36.8 萬 | 0.03% | +488+8.9% | 加碼 |
| High Falls Advisors, Inc | 6,010 | $37.2 萬 | 0.09% | +1,607+36.5% | 加碼 |
| MKT Advisors LLC | 6,402 | $37.7 萬 | 0.18% | +6,402 | 新進 |
| Sound View Wealth Advisors Group, LLC | 6,105 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,160 | $38.1 萬 | 0.01% | +1,688+37.7% | 加碼 |
| RDA Financial Network | 6,174 | $38.2 萬 | 0.11% | +2,115+52.1% | 加碼 |
| Lee Financial Co | 6,188 | $38.3 萬 | 0.06% | 00.0% | 不變 |
| Captrust Financial Advisors | 6,210 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Gibbs Wealth Management | 6,255 | $38.7 萬 | 0.09% | −230−3.5% | 減碼 |
| Warren Averett Asset Management, LLC | 6,312 | $39.1 萬 | 0.00% | −17−0.3% | 減碼 |
| Vermillion Wealth Management, Inc. | 6,512 | $40.3 萬 | 0.12% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 6,551 | $40.5 萬 | 0.01% | +6,551 | 新進 |
| Fullcircle Wealth LLC | 6,117 | $40.6 萬 | 0.17% | +6,117 | 新進 |
| Lido Advisors, LLC | 6,713 | $41.5 萬 | 0.00% | +2,793+71.3% | 加碼 |
| Fiduciary Trust Co | 6,864 | $42.5 萬 | 0.01% | −502−6.8% | 減碼 |
| Hobbs Wealth Management, LLC | 6,989 | $43.3 萬 | 0.48% | +6,989 | 新進 |
| Diversify Wealth Management, LLC | 6,668 | $43.9 萬 | 0.03% | −594−8.2% | 減碼 |
| Belpointe Asset Management LLC | 7,090 | $43.9 萬 | 0.02% | +726+11.4% | 加碼 |
| Buckingham Strategic Partners | 7,157 | $44.3 萬 | 0.01% | −9,922−58.1% | 減碼 |
| Intrua Financial, LLC | 7,202 | $44.6 萬 | 0.07% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 7,300 | $45.2 萬 | 0.03% | −2,000−21.5% | 減碼 |
| Sutton Place Investors LLC | 7,443 | $46.1 萬 | 0.31% | +3,299+79.6% | 加碼 |
| Horan Securities, Inc. | 7,514 | $46.5 萬 | 0.18% | +7,514 | 新進 |
| StoneX Group Inc. | 7,532 | $46.6 萬 | 0.03% | +2,655+54.4% | 加碼 |
| Advisors Capital Management, LLC | 7,596 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Hamilton Capital, LLC | 7,631 | $47.2 萬 | 0.03% | +7,631 | 新進 |
| FMR LLC | 7,655 | $47.4 萬 | 0.00% | +1,130+17.3% | 加碼 |
| Oceanside Advisors LLC | 7,665 | $47.4 萬 | 0.34% | −186−2.4% | 減碼 |
| Mather Group, LLC. | 7,745 | $47.9 萬 | 0.01% | −24−0.3% | 減碼 |
| Roman Butler Fullerton & Co | 7,506 | $48.0 萬 | 0.19% | +7,506 | 新進 |
| Denver Wealth Management, Inc. | 7,793 | $48.2 萬 | 0.22% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 7,863 | $48.7 萬 | 0.23% | +3,590+84.0% | 加碼 |
| Signet Financial Management, LLC | 7,905 | $48.9 萬 | 0.07% | −441−5.3% | 減碼 |