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 13F 持有人
World Gold Trust 在 2025/6/30 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
- 702
- 較 2025 年第 1 季 +91 家
- 持有股數
- 1.40 億
- 較 2025 年第 1 季 +945.2 萬 (+7.3%)
- 總市值
- $91.5 億
- 較 2025 年第 1 季 +$11.1 億 (+13.8%)
- 新進機構
- 127
- 另有 264 家加碼
- 清倉機構
- 36
- 另有 224 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 2,184 | $14.3 萬 | 0.01% | +75+3.6% | 加碼 |
| Compass Financial Services Inc | 2,247 | $14.7 萬 | 0.07% | −5,883−72.4% | 減碼 |
| Larson Financial Group LLC | 2,257 | $14.8 萬 | 0.01% | −980−30.3% | 減碼 |
| WestEnd Advisors, LLC | 2,393 | $15.7 萬 | 0.00% | −3,242−57.5% | 減碼 |
| Fortitude Family Office, LLC | 2,600 | $17.0 萬 | 0.06% | +2,600 | 新進 |
| Salomon & Ludwin, LLC | 2,617 | $17.4 萬 | 0.02% | +1,211+86.1% | 加碼 |
| Birch Capital Management, LLC | 2,740 | $18.0 萬 | 0.09% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,955 | $19.4 萬 | 0.00% | +76+2.6% | 加碼 |
| Painted Porch Advisors LLC | 3,057 | $20.0 萬 | 0.08% | 00.0% | 不變 |
| Independent Advisor Alliance | 3,058 | $20.0 萬 | 0.01% | +3,058 | 新進 |
| Refined Wealth Management | 3,072 | $20.1 萬 | 0.14% | +3,072 | 新進 |
| Stonebrook Private Inc. | 3,074 | $20.1 萬 | 0.05% | +3,074 | 新進 |
| Wealthgarden F.S. LLC | 3,095 | $20.2 萬 | 0.17% | −535−14.7% | 減碼 |
| Iron Financial, LLC | 3,087 | $20.2 萬 | 0.11% | +3,087 | 新進 |
| Total Clarity Wealth Management, Inc. | 3,091 | $20.3 萬 | 0.06% | +3,091 | 新進 |
| Per Stirling Capital Management, LLC. | 3,132 | $20.5 萬 | 0.03% | −15,913−83.6% | 減碼 |
| Bank of Montreal | 3,172 | $20.5 萬 | 0.00% | +3,172 | 新進 |
| Savvy Advisors, Inc. | 3,152 | $20.7 萬 | 0.01% | +3,152 | 新進 |
| Capital Squared Financial LLC | 3,184 | $20.9 萬 | 0.24% | +3,184 | 新進 |
| Walleye Capital LLC | 3,200 | $21.0 萬 | 0.00% | +3,200 | 新進 |
| Richardson Financial Services Inc. | 3,227 | $21.3 萬 | 0.14% | −2,009−38.4% | 減碼 |
| Professional Financial Advisors, LLC | 3,262 | $21.4 萬 | 0.05% | +3,262 | 新進 |
| LongView Wealth Management | 3,267 | $21.4 萬 | 0.06% | +3,267 | 新進 |
| Fulton Breakefield Broenniman LLC | 3,285 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Novem Group | 3,366 | $22.1 萬 | 0.03% | +3,366 | 新進 |
| Manhattan West Asset Management, LLC | 3,373 | $22.1 萬 | 0.05% | 00.0% | 不變 |
| Tranquility Partners, LLC | 3,383 | $22.2 萬 | 0.08% | 00.0% | 不變 |
| CMC Financial Group | 3,427 | $22.5 萬 | 0.51% | +3,427 | 新進 |
| National Bank of Canada | 3,435 | $22.5 萬 | 0.00% | −90,900−96.4% | 減碼 |
| Semmax Financial Advisors Inc. | 3,353 | $22.6 萬 | 0.06% | −959−22.2% | 減碼 |
| International Private Wealth Advisors LLC | 3,498 | $22.9 萬 | 0.20% | −1,944−35.7% | 減碼 |
| Silverlake Wealth Management LLC | 3,533 | $23.1 萬 | 0.07% | +3,533 | 新進 |
| Barnett & Company, Inc. | 3,560 | $23.3 萬 | 0.18% | −11−0.3% | 減碼 |
| Fisher Asset Management, LLC | 3,599 | $23.6 萬 | 0.00% | +3,599 | 新進 |
| Prospera Financial Services Inc | 3,613 | $23.7 萬 | 0.00% | +3,613 | 新進 |
| WealthTrak Capital Management LLC | 3,618 | $23.7 萬 | 0.20% | −676−15.7% | 減碼 |
| Oregon Pacific Wealth Management, LLC | 3,670 | $24.0 萬 | 0.23% | +11+0.3% | 加碼 |
| Betterment LLC | 3,685 | $24.1 萬 | 0.00% | −7,577−67.3% | 減碼 |
| Woodmont Investment Counsel LLC | 3,734 | $24.5 萬 | 0.02% | +37+1.0% | 加碼 |
| Paragon Advisors, LLC | 3,738 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 3,837 | $25.1 萬 | 0.00% | +3,837 | 新進 |
| Scott Marsh Financial, LLC | 3,841 | $25.2 萬 | 0.09% | +3,841 | 新進 |
| Insigneo Advisory Services, LLC | 3,845 | $25.2 萬 | 0.02% | +3,845 | 新進 |
| Richards, Merrill & Peterson, Inc. | 3,900 | $25.6 萬 | 0.12% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 3,965 | $25.9 萬 | 0.10% | +684+20.8% | 加碼 |
| Bell Investment Advisors, Inc | 3,985 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Entruity Wealth, LLC | 3,987 | $26.1 萬 | 0.22% | 00.0% | 不變 |
| Community Bank, N.A. | 3,991 | $26.1 萬 | 0.03% | −244−5.8% | 減碼 |
| Vontobel Holding Ltd. | 4,000 | $26.2 萬 | 0.00% | +4,000 | 新進 |
| Valeo Financial Advisors, LLC | 4,034 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 4,044 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Private Trust Co NA | 4,112 | $26.9 萬 | 0.03% | +155+3.9% | 加碼 |
| Able Wealth Management LLC | 4,146 | $27.2 萬 | 0.14% | +4,146 | 新進 |
| Peak Retirement Planning, Inc. | 4,184 | $27.4 萬 | 0.11% | −78,769−95.0% | 減碼 |
| Greenleaf Trust | 4,204 | $27.5 萬 | 0.00% | +4,204 | 新進 |
| Net Worth Advisory Group | 4,214 | $27.6 萬 | 0.06% | +4,214 | 新進 |
| EP Wealth Advisors, LLC | 4,245 | $27.8 萬 | 0.00% | −1,521−26.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,286 | $28.0 萬 | 0.02% | +4,286 | 新進 |
| N.E.W. Advisory Services LLC | 4,349 | $28.5 萬 | 0.03% | −713−14.1% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 4,351 | $28.5 萬 | 0.04% | +4,351 | 新進 |
| Regions Financial Corp | 4,386 | $28.7 萬 | 0.00% | +4,386 | 新進 |
| Emergent Wealth Advisors, LLC | 4,441 | $29.1 萬 | 0.19% | +196+4.6% | 加碼 |
| Wedbush Securities Inc | 4,442 | $29.1 萬 | 0.01% | +1,071+31.8% | 加碼 |
| Gen-Wealth Partners Inc | 4,455 | $29.2 萬 | 0.11% | −1,405−24.0% | 減碼 |
| Arkadios Wealth Advisors | 4,455 | $29.2 萬 | 0.01% | +4,455 | 新進 |
| First National Trust Co | 4,490 | $29.4 萬 | 0.01% | +213+5.0% | 加碼 |
| AlTi Global, Inc. | 4,518 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Access Investment Management LLC | 4,600 | $30.1 萬 | 0.09% | +4,600 | 新進 |
| BKA Wealth Consulting, Inc. | 4,623 | $30.3 萬 | 0.28% | +378+8.9% | 加碼 |
| VisionPoint Advisory Group, LLC | 4,650 | $30.5 萬 | 0.07% | +4,650 | 新進 |
| Sowell Financial Services LLC | 4,683 | $30.7 萬 | 0.01% | −266−5.4% | 減碼 |
| Interchange Capital Partners, LLC | 4,706 | $30.8 萬 | 0.07% | +4,706 | 新進 |
| Savant Capital, LLC | 4,711 | $30.9 萬 | 0.00% | +4,711 | 新進 |
| Soundwatch Capital LLC | 2,841 | $30.9 萬 | 0.07% | +2,841 | 新進 |
| Fullcircle Wealth LLC | 4,625 | $30.9 萬 | 0.12% | −1,492−24.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,730 | $31.0 萬 | 0.02% | +297+6.7% | 加碼 |
| RDA Financial Network | 4,788 | $31.4 萬 | 0.08% | −1,386−22.4% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,812 | $31.5 萬 | 0.07% | +378+8.5% | 加碼 |
| First Heartland Consultants, Inc. | 4,821 | $31.6 萬 | 0.03% | +288+6.4% | 加碼 |
| MKT Advisors LLC | 4,782 | $31.6 萬 | 0.13% | −1,620−25.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,838 | $31.7 萬 | 0.00% | −5,175−51.7% | 減碼 |
| Triad Wealth Partners, LLC | 4,863 | $31.9 萬 | 0.06% | +4,863 | 新進 |
| Catalina Capital Group, LLC | 4,865 | $31.9 萬 | 0.22% | −1,082−18.2% | 減碼 |
| Kaizen Financial Strategies | 4,928 | $32.3 萬 | 0.16% | −145−2.9% | 減碼 |
| Brookwood Investment Group LLC | 4,938 | $32.4 萬 | 0.05% | +4,938 | 新進 |
| Vermillion Wealth Management, Inc. | 4,942 | $32.4 萬 | 0.15% | −1,570−24.1% | 減碼 |
| Hengehold Capital Management LLC | 4,948 | $32.4 萬 | 0.03% | +4,948 | 新進 |
| Spire Wealth Management | 4,987 | $32.7 萬 | 0.01% | −296−5.6% | 減碼 |
| XY Planning Network, Inc. | 4,990 | $32.7 萬 | 0.11% | +4,990 | 新進 |
| Capstone Financial Advisors, Inc. | 4,992 | $32.7 萬 | 0.02% | +4,992 | 新進 |
| LexAurum Advisors, LLC | 4,996 | $32.7 萬 | 0.05% | +219+4.6% | 加碼 |
| Essential Partners LLC | 5,000 | $32.8 萬 | 0.13% | +5,000 | 新進 |
| Pineridge Advisors LLC | 5,059 | $33.1 萬 | 0.12% | +31+0.6% | 加碼 |
| Selective Wealth Management, Inc. | 5,111 | $33.6 萬 | 0.12% | +626+14.0% | 加碼 |
| Blackston Financial Advisory Group, LLC | 5,127 | $33.6 萬 | 0.21% | −322−5.9% | 減碼 |
| Csenge Advisory Group | 5,155 | $33.6 萬 | 0.02% | +5,155 | 新進 |
| Elios Financial Group Inc. | 5,187 | $34.0 萬 | 0.15% | +5,187 | 新進 |
| Centaurus Financial, Inc. | 5,185 | $34.0 萬 | 0.02% | +297+6.1% | 加碼 |
| HM Payson & Co | 5,250 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| OMNI 360 Wealth, Inc. | 5,331 | $34.9 萬 | 0.22% | +1,119+26.6% | 加碼 |