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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 2 季與 2025 年第 1 季比較

持有 World Gold Trust 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

GLDM 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數6187702+91
股數1.30 億22.1 萬1.40 億+945.2 萬 (+7.3%)
市值$80.5 億$1,540 萬$91.5 億+$11.1 億 (+13.8%)

7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(127 家)

2025 年第 2 季季末持有 World Gold Trust、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 127 家。

2025 年第 2 季新進 GLDM 的機構
機構股數市值佔組合 %
Empower Advisory Group, LLC5,128,539$3.36 億1.01%
Evergreen Quality Fund GP, Ltd.1,520,300$9,961 萬3.08%
Virtu Financial LLC1,292,149$8,466 萬4.33%
Capitolis Liquid Global Markets LLC707,000$4,632 萬0.34%
Main Street Research LLC448,487$2,938 萬1.83%
Bank of Nova Scotia400,000$2,621 萬0.05%
Altfest L J & Co Inc195,083$1,278 萬1.51%
Sage Private Wealth Group, LLC175,961$1,153 萬7.39%
Toronto Dominion Bank150,000$982.8 萬0.02%
B&D White Capital Company, LLC147,373$965.6 萬1.47%
Fiducient Advisors LLC96,619$633.0 萬0.77%
HRT Financial LP92,463$605.8 萬0.03%
Quantum Financial Advisors, LLC90,744$594.6 萬0.80%
Royal Harbor Partners, LLC64,376$421.8 萬1.54%
Compass Wealth Management, LLC58,965$386.3 萬2.07%
Ameritas Advisory Services, LLC42,175$276.3 萬0.14%
Global Retirement Partners, LLC41,435$271.5 萬0.07%
Pitcairn Co35,293$231.2 萬0.15%
WFA of San Diego, LLC34,426$225.6 萬1.66%
Milestones Private Investment Advisors LLC33,834$221.7 萬1.64%
Apollon Wealth Management, LLC26,244$172.0 萬0.03%
Hutchinson Capital Management25,437$166.7 萬0.30%
Guggenheim Capital LLC24,416$159.9 萬0.01%
Simplicity Wealth,LLC22,492$147.4 萬0.06%
Vantage Point Financial LLC22,477$147.3 萬0.65%
HSBC Holdings PLC22,093$144.8 萬0.00%
Synergy Financial Management, LLC22,019$144.3 萬0.17%
Hutchinson Financial Advisors, INC20,809$136.3 萬1.53%
Freestone Capital Holdings, LLC20,166$132.1 萬0.04%
Maia Wealth LLC19,348$126.8 萬0.24%
Tradewinds, LLC.18,486$121.1 萬0.92%
Collaborative Wealth Managment Inc.16,002$104.8 萬0.46%
Wealth Management Nebraska15,847$102.6 萬0.14%
Balentine LLC15,616$102.3 萬0.04%
InTrack Investment Management Inc15,346$100.5 萬0.68%
First Financial Bank - Trust Division15,176$99.4 萬0.09%
Graypoint LLC13,764$90.2 萬0.05%
Absolute Capital Management, LLC13,136$86.1 萬0.43%
Financial Network Wealth Advisors LLC12,976$85.0 萬1.03%
Excalibur Management Corp12,724$83.4 萬0.31%
AlphaStar Capital Management, LLC12,605$82.6 萬0.06%
Michael B. Yongue11,024$72.2 萬0.54%
Flputnam Investment Management Co10,779$70.6 萬0.01%
Triumph Capital Management10,375$68.0 萬0.20%
Redwood Investment Management, LLC9,219$60.4 萬0.06%
Willis Johnson & Associates, Inc.9,071$59.4 萬0.04%
Alesco Advisors LLC8,470$55.5 萬0.02%
Wealthspire Advisors, LLC8,266$54.2 萬0.00%
Tudor Investment Corp Et Al8,032$52.6 萬0.00%
MBE Wealth Management, LLC7,872$51.6 萬0.22%
Modera Wealth Management, LLC7,791$51.0 萬0.01%
Tactive Advisors, LLC7,528$49.3 萬0.16%
Alpha Financial Partners, LLC7,040$46.1 萬0.33%
K2 Financial Inc.6,900$45.5 萬0.40%
Almanack Investment Partners, LLC.6,191$40.6 萬0.06%
Verus Capital Partners, LLC5,831$38.2 萬0.03%
McAdam, LLC5,511$36.1 萬0.02%
Concurrent Investment Advisors, LLC5,408$35.4 萬0.01%
Elios Financial Group Inc.5,187$34.0 萬0.15%
Csenge Advisory Group5,155$33.6 萬0.02%
Essential Partners LLC5,000$32.8 萬0.13%
Capstone Financial Advisors, Inc.4,992$32.7 萬0.02%
XY Planning Network, Inc.4,990$32.7 萬0.11%
Hengehold Capital Management LLC4,948$32.4 萬0.03%
Brookwood Investment Group LLC4,938$32.4 萬0.05%
Triad Wealth Partners, LLC4,863$31.9 萬0.06%
Soundwatch Capital LLC2,841$30.9 萬0.07%
Savant Capital, LLC4,711$30.9 萬0.00%
Interchange Capital Partners, LLC4,706$30.8 萬0.07%
VisionPoint Advisory Group, LLC4,650$30.5 萬0.07%
Access Investment Management LLC4,600$30.1 萬0.09%
Arkadios Wealth Advisors4,455$29.2 萬0.01%
Regions Financial Corp4,386$28.7 萬0.00%
Mosaic Family Wealth Partners, LLC4,351$28.5 萬0.04%
Thoroughbred Financial Services, LLC4,286$28.0 萬0.02%
Net Worth Advisory Group4,214$27.6 萬0.06%
Greenleaf Trust4,204$27.5 萬0.00%
Able Wealth Management LLC4,146$27.2 萬0.14%
Vontobel Holding Ltd.4,000$26.2 萬0.00%
Insigneo Advisory Services, LLC3,845$25.2 萬0.02%
Scott Marsh Financial, LLC3,841$25.2 萬0.09%
Wealthfront Advisers LLC3,837$25.1 萬0.00%
Prospera Financial Services Inc3,613$23.7 萬0.00%
Fisher Asset Management, LLC3,599$23.6 萬0.00%
Silverlake Wealth Management LLC3,533$23.1 萬0.07%
CMC Financial Group3,427$22.5 萬0.51%
Novem Group3,366$22.1 萬0.03%
LongView Wealth Management3,267$21.4 萬0.06%
Professional Financial Advisors, LLC3,262$21.4 萬0.05%
Walleye Capital LLC3,200$21.0 萬0.00%
Capital Squared Financial LLC3,184$20.9 萬0.24%
Savvy Advisors, Inc.3,152$20.7 萬0.01%
Bank of Montreal3,172$20.5 萬0.00%
Total Clarity Wealth Management, Inc.3,091$20.3 萬0.06%
Iron Financial, LLC3,087$20.2 萬0.11%
Stonebrook Private Inc.3,074$20.1 萬0.05%
Refined Wealth Management3,072$20.1 萬0.14%
Independent Advisor Alliance3,058$20.0 萬0.01%
Fortitude Family Office, LLC2,600$17.0 萬0.06%
Maseco LLP1,570$10.3 萬0.00%

清倉機構(36 家)

2025 年第 1 季季末持有 World Gold Trust、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 GLDM 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Jane Street Group, LLC3,739,583$2.31 億
Mizuho Bank, Ltd.1,100,000$6,808 萬
Renaissance Technologies LLC210,200$1,301 萬
Plum Street Advisors, LLC130,797$809.5 萬
National Asset Management, Inc.113,747$704.0 萬
Colony Group, LLC71,720$443.9 萬
Luminist Capital LLC60,169$371.8 萬
Marex Group plc42,942$265.8 萬
Salus Financial Advisors, LLC40,608$251.3 萬
Advisory Alpha, LLC29,215$180.8 萬
Castleview Partners, LLC24,289$150.3 萬
Eagle Rock Investment Company, LLC16,604$102.8 萬
Roman Butler Fullerton & Co7,506$48.0 萬
StoneX Group Inc.7,532$46.6 萬
High Falls Advisors, Inc6,010$37.2 萬
Northern Trust Corp5,871$36.3 萬
Victory Capital Management Inc5,635$34.9 萬
Scharf Investments, LLC4,500$27.9 萬
USAdvisors Wealth Management, LLC4,100$25.3 萬
Cardiff Park Advisors, LLC3,987$24.7 萬
Financial Advocates Investment Management3,938$24.4 萬
Johnson Investment Counsel Inc3,873$24.0 萬
United Asset Strategies, Inc.3,665$22.7 萬
Resurgent Financial Advisors LLC3,514$21.7 萬
Exchange Traded Concepts, LLC2,760$17.1 萬
Laurel Wealth Advisors LLC2,368$14.7 萬
Coldstream Capital Management Inc1,704$10.5 萬
Stonebridge Financial Group, LLC1,683$10.4 萬
Studio Investment Management LLC700$4.33 萬
Asset Planning,Inc474$2.93 萬
PSI Advisors, LLC472$2.92 萬
Carolinas Wealth Consulting LLC399$2.47 萬
Promus Capital, LLC236$1.46 萬
Raleigh Capital Management Inc.33$2,042
Legacy Wealth Managment, LLC16$991
Cornerstone Planning Group LLC7$457

尚未申報 2025 年第 2 季的機構(7 家)

2025 年第 1 季季末持有 World Gold Trust、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 GLDM、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
US Financial Advisors, LLC99,628$616.6 萬
Henderson Brothers Financial Partners, LLC72,209$616.4 萬
Orion Portfolio Solutions, LLC28,416$175.9 萬
Vista Wealth Management Group, LLC12,000$74.3 萬
Nova Wealth Management, Inc.8,611$53.3 萬
Sandy Spring Bank473$2.93 萬
Spectrum Wealth Counsel, LLC60$3,714