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 |
|---|---|---|---|---|---|
| Wealthcare Capital Partners, LLC | 7,948 | $49.2 萬 | 0.25% | −304−3.7% | 減碼 |
| Clear Creek Financial Management, LLC | 8,098 | $50.1 萬 | 0.05% | +3,758+86.6% | 加碼 |
| Compass Financial Services Inc | 8,130 | $50.3 萬 | 0.26% | +1,302+19.1% | 加碼 |
| Ancora Advisors, LLC | 8,188 | $50.7 萬 | 0.01% | +6,671+439.7% | 加碼 |
| Etesian Wealth Advisors, Inc. | 8,214 | $50.8 萬 | 0.22% | −3,481−29.8% | 減碼 |
| Weil Company, Inc. | 8,261 | $51.1 萬 | 0.15% | −2,794−25.3% | 減碼 |
| Crews Bank & Trust | 8,275 | $51.2 萬 | 0.09% | 00.0% | 不變 |
| Western Wealth Management, LLC | 8,547 | $52.9 萬 | 0.04% | +2,158+33.8% | 加碼 |
| Frederick Financial Consultants, LLC | 8,553 | $52.9 萬 | 0.38% | +8,553 | 新進 |
| Nova Wealth Management, Inc. | 8,611 | $53.3 萬 | 0.46% | +1,100+14.6% | 加碼 |
| YHB Investment Advisors, Inc. | 8,700 | $53.8 萬 | 0.04% | +1,750+25.2% | 加碼 |
| SWMG, LLC | 8,378 | $54.8 萬 | 0.22% | −9,554−53.3% | 減碼 |
| Smith Anglin Financial, LLC | 8,862 | $54.8 萬 | 0.06% | +1,382+18.5% | 加碼 |
| Spectrum Planning & Advisory Services Inc. | 8,957 | $55.4 萬 | 0.46% | −4,069−31.2% | 減碼 |
| Middleton & Co Inc | 9,151 | $56.6 萬 | 0.07% | 00.0% | 不變 |
| IFG Advisory, LLC | 9,190 | $56.9 萬 | 0.03% | +9,190 | 新進 |
| DeDora Capital, Inc. | 9,238 | $57.2 萬 | 0.16% | +1,396+17.8% | 加碼 |
| Requisite Capital Management, LLC | 9,283 | $57.5 萬 | 0.13% | +2,022+27.8% | 加碼 |
| Indiana Trust & Investment Management CO | 9,500 | $58.8 萬 | 0.21% | 00.0% | 不變 |
| 4WEALTH Advisors, Inc. | 9,508 | $58.8 萬 | 0.65% | −750−7.3% | 減碼 |
| Clearview Wealth Advisors LLC | 9,561 | $59.2 萬 | 0.44% | +9,561 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 10,013 | $62.0 萬 | 0.00% | +919+10.1% | 加碼 |
| JT Stratford LLC | 10,200 | $63.1 萬 | 0.11% | −100−1.0% | 減碼 |
| Alpha Cubed Investments, LLC | 10,201 | $63.1 萬 | 0.03% | +10,201 | 新進 |
| Tempus Wealth Planning, LLC | 10,223 | $63.3 萬 | 0.19% | +10,223 | 新進 |
| MSH Capital Advisors LLC | 10,249 | $63.4 萬 | 0.20% | −1,771−14.7% | 減碼 |
| Strategic Blueprint, LLC | 10,293 | $63.7 萬 | 0.03% | +4,714+84.5% | 加碼 |
| Sovereign Financial Group, Inc. | 10,386 | $64.3 萬 | 0.15% | +306+3.0% | 加碼 |
| Creative Financial Designs Inc | 10,582 | $65.5 萬 | 0.05% | +2,094+24.7% | 加碼 |
| Diversify Advisory Services, LLC | 10,055 | $66.1 萬 | 0.04% | +235+2.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 10,706 | $66.3 萬 | 0.09% | +5,313+98.5% | 加碼 |
| Sage Mountain Advisors LLC | 10,830 | $67.0 萬 | 0.05% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 10,921 | $67.6 萬 | 0.08% | +10,921 | 新進 |
| Avidian Wealth Solutions, LLC | 11,186 | $69.2 萬 | 0.03% | +5,684+103.3% | 加碼 |
| Betterment LLC | 11,262 | $69.7 萬 | 0.00% | −233−2.0% | 減碼 |
| Caitlin John, LLC | 11,263 | $69.7 萬 | 0.68% | +10,068+842.5% | 加碼 |
| Marshall & Sterling Wealth Advisors Inc. | 11,299 | $69.9 萬 | 0.48% | +618+5.8% | 加碼 |
| Clearstead Advisors, LLC | 11,304 | $70.0 萬 | 0.01% | −1,797−13.7% | 減碼 |
| IFG Advisors, LLC | 11,614 | $71.9 萬 | 0.14% | +2,613+29.0% | 加碼 |
| Sigma Planning Corp | 11,669 | $72.2 萬 | 0.02% | +1,008+9.5% | 加碼 |
| Good Life Advisors, LLC | 11,763 | $72.8 萬 | 0.05% | +11,763 | 新進 |
| Axxcess Wealth Management, LLC | 11,869 | $73.5 萬 | 0.02% | +2,134+21.9% | 加碼 |
| Capital Analysts, LLC | 11,993 | $74.2 萬 | 0.03% | +4,782+66.3% | 加碼 |
| Vista Wealth Management Group, LLC | 12,000 | $74.3 萬 | 0.05% | 00.0% | 不變 |
| Fundamentun, LLC | 12,122 | $75.0 萬 | 0.04% | +718+6.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 12,200 | $75.5 萬 | 0.03% | −600−4.7% | 減碼 |
| Destiny Capital Corp | 12,235 | $75.7 萬 | 0.52% | −267−2.1% | 減碼 |
| WealthPLAN Partners, LLC | 12,375 | $76.6 萬 | 0.11% | +5,891+90.9% | 加碼 |
| Johnson Financial Group, Inc. | 12,674 | $78.4 萬 | 0.04% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 12,695 | $78.6 萬 | 0.07% | +12,695 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 12,880 | $79.7 萬 | 0.02% | +1,999+18.4% | 加碼 |
| Kingsview Wealth Management, LLC | 12,910 | $79.9 萬 | 0.02% | −1,110−7.9% | 減碼 |
| Total Investment Management Inc | 13,469 | $83.4 萬 | 0.11% | −6,339−32.0% | 減碼 |
| Acorn Wealth Advisors, LLC | 13,475 | $83.4 萬 | 0.35% | −24−0.2% | 減碼 |
| Norden Group LLC | 13,587 | $84.1 萬 | 0.10% | −281−2.0% | 減碼 |
| Boothbay Fund Management, LLC | 13,600 | $84.2 萬 | 0.03% | +13,600 | 新進 |
| Breed's Hill Capital LLC | 13,617 | $84.3 萬 | 0.45% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 13,794 | $85.4 萬 | 0.33% | +6,741+95.6% | 加碼 |
| Independent Financial Group, LLC | 13,808 | $85.5 萬 | 0.03% | +6,109+79.3% | 加碼 |
| Advisory Services Network, LLC | 13,925 | $86.2 萬 | 0.02% | +4,532+48.2% | 加碼 |
| Pathway Financial Advisors LLC | 14,409 | $89.2 萬 | 0.16% | 00.0% | 不變 |
| BlackRock, Inc. | 14,442 | $89.4 萬 | 0.00% | −6,611−31.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 14,557 | $90.1 萬 | 0.19% | 00.0% | 不變 |
| Auour Investments LLC | 13,821 | $90.2 萬 | 0.33% | −1,123−7.5% | 減碼 |
| Central Trust Co | 14,600 | $90.4 萬 | 0.02% | −300−2.0% | 減碼 |
| Clark Asset Management, LLC | 14,647 | $90.7 萬 | 0.15% | +14,647 | 新進 |
| Two Sigma Securities, LLC | 14,769 | $91.4 萬 | 0.14% | +14,769 | 新進 |
| Lifelong Wealth Advisors, Inc. | 14,958 | $92.6 萬 | 0.43% | +6,636+79.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 14,964 | $92.6 萬 | 0.10% | −1,079−6.7% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 15,032 | $93.0 萬 | 0.31% | −8,981−37.4% | 減碼 |
| WCG Wealth Advisors LLC | 15,155 | $93.8 萬 | 0.07% | −1,386−8.4% | 減碼 |
| Tableaux LLC | 15,156 | $93.8 萬 | 0.68% | −2,186−12.6% | 減碼 |
| Continuum Advisory, LLC | 15,350 | $95.0 萬 | 0.12% | −2,695−14.9% | 減碼 |
| Perennial Investment Advisors, LLC | 15,803 | $97.8 萬 | 0.11% | +6,880+77.1% | 加碼 |
| Eagle Global Advisors LLC | 16,000 | $99.0 萬 | 0.04% | +1,500+10.3% | 加碼 |
| Mutual Advisors, LLC | 15,219 | $99.6 萬 | 0.03% | +1,709+12.6% | 加碼 |
| Mattson Financial Services, LLC | 16,110 | $99.7 萬 | 0.30% | −6,663−29.3% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 16,219 | $100.4 萬 | 0.16% | +1,854+12.9% | 加碼 |
| Apeiron RIA LLC | 16,432 | $101.7 萬 | 0.31% | +7,115+76.4% | 加碼 |
| Paladin Wealth, LLC | 16,533 | $102.3 萬 | 0.92% | +259+1.6% | 加碼 |
| Copia Wealth Management | 16,550 | $102.4 萬 | 0.95% | +80+0.5% | 加碼 |
| Brown Advisory Inc | 16,575 | $102.6 萬 | 0.00% | +916+5.8% | 加碼 |
| Eagle Rock Investment Company, LLC | 16,604 | $102.8 萬 | 0.18% | +16,604 | 新進 |
| Relyea Zuckerberg Hanson LLC | 16,804 | $104.0 萬 | 0.14% | +5,624+50.3% | 加碼 |
| Magnolia Private Wealth, LLC | 17,501 | $108.3 萬 | 0.92% | −417−2.3% | 減碼 |
| Pecaut & Co. | 17,604 | $109.0 萬 | 0.37% | +6,240+54.9% | 加碼 |
| Prosperity Consulting Group, LLC | 17,633 | $109.1 萬 | 0.08% | −3,548−16.8% | 減碼 |
| Caldwell Trust Co | 17,971 | $111.2 萬 | 0.12% | +2,917+19.4% | 加碼 |
| Thrive Capital Management, LLC | 18,146 | $112.3 萬 | 0.67% | −9,248−33.8% | 減碼 |
| Matrix Trust Co | 18,188 | $112.6 萬 | 0.19% | +13,432+282.4% | 加碼 |
| Kendall Capital Management | 18,237 | $112.9 萬 | 0.33% | +890+5.1% | 加碼 |
| Theory Financial LLC | 18,422 | $114.0 萬 | 0.48% | +8,980+95.1% | 加碼 |
| M1 Capital Management LLC | 18,467 | $114.3 萬 | 0.71% | +18,467 | 新進 |
| Formidable Asset Management, LLC | 18,561 | $114.9 萬 | 0.19% | +4,895+35.8% | 加碼 |
| CI Private Wealth, LLC | 18,724 | $115.9 萬 | 0.00% | +9,334+99.4% | 加碼 |
| S. R. Schill & Associates | 18,743 | $116.0 萬 | 0.92% | +18,743 | 新進 |
| MAI Capital Management | 18,869 | $116.8 萬 | 0.01% | +60+0.3% | 加碼 |
| Per Stirling Capital Management, LLC. | 19,045 | $117.9 萬 | 0.17% | −1,510−7.3% | 減碼 |
| AMG National Trust Bank | 19,070 | $118.0 萬 | 0.03% | +12,730+200.8% | 加碼 |
| Atomi Financial Group, Inc. | 19,075 | $118.1 萬 | 0.05% | +6,946+57.3% | 加碼 |