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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 5,400 | $35.4 萬 | 0.03% | +1,660+44.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,408 | $35.4 萬 | 0.01% | +5,408 | 新進 |
| Appleton Partners Inc | 5,420 | $35.5 萬 | 0.03% | −208−3.7% | 減碼 |
| ShoreHaven Wealth Partners, LLC | 5,450 | $35.7 萬 | 0.15% | 00.0% | 不變 |
| McAdam, LLC | 5,511 | $36.1 萬 | 0.02% | +5,511 | 新進 |
| Sutton Place Investors LLC | 5,517 | $36.1 萬 | 0.22% | −1,926−25.9% | 減碼 |
| Comprehensive Money Management Services LLC | 5,579 | $36.6 萬 | 0.28% | +1,300+30.4% | 加碼 |
| Hobbs Wealth Management, LLC | 5,594 | $36.7 萬 | 0.35% | −1,395−20.0% | 減碼 |
| Wealthcare Capital Partners, LLC | 5,717 | $37.5 萬 | 0.19% | −2,231−28.1% | 減碼 |
| Heritage Investors Management Corp | 5,760 | $37.7 萬 | 0.01% | +75+1.3% | 加碼 |
| Verus Capital Partners, LLC | 5,831 | $38.2 萬 | 0.03% | +5,831 | 新進 |
| Redhawk Wealth Advisors, Inc. | 5,840 | $38.3 萬 | 0.05% | +1,216+26.3% | 加碼 |
| Verdence Capital Advisors LLC | 5,857 | $38.4 萬 | 0.03% | −1,443−19.8% | 減碼 |
| Beacon Financial Advisory LLC | 5,938 | $38.9 萬 | 0.10% | +366+6.6% | 加碼 |
| Anchor Investment Management, LLC | 5,949 | $39.0 萬 | 0.03% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 5,967 | $39.1 萬 | 0.04% | −2,131−26.3% | 減碼 |
| Belpointe Asset Management LLC | 6,042 | $39.6 萬 | 0.02% | −1,048−14.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,105 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Spectrum Planning & Advisory Services Inc. | 6,137 | $40.2 萬 | 0.26% | −2,820−31.5% | 減碼 |
| Requisite Capital Management, LLC | 6,139 | $40.2 萬 | 0.09% | −3,144−33.9% | 減碼 |
| Lee Financial Co | 6,188 | $40.5 萬 | 0.06% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 6,191 | $40.6 萬 | 0.06% | +6,191 | 新進 |
| Regimen Wealth, LLC | 6,219 | $40.7 萬 | 0.13% | +1,915+44.5% | 加碼 |
| Weil Company, Inc. | 6,248 | $40.9 萬 | 0.11% | −2,013−24.4% | 減碼 |
| Smartleaf Asset Management LLC | 6,334 | $41.0 萬 | 0.04% | +5,802+1,090.6% | 加碼 |
| HBW Advisory Services LLC | 6,272 | $41.1 萬 | 0.05% | +1,047+20.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 6,312 | $41.4 萬 | 0.18% | −1,551−19.7% | 減碼 |
| Florida Financial Advisors, LLC | 6,399 | $41.9 萬 | 0.14% | +2,308+56.4% | 加碼 |
| Modern Wealth Management, LLC | 6,485 | $42.5 萬 | 0.01% | +2,681+70.5% | 加碼 |
| Oceanside Advisors LLC | 6,492 | $42.5 萬 | 0.28% | −1,173−15.3% | 減碼 |
| Fiduciary Trust Co | 6,553 | $42.9 萬 | 0.01% | −311−4.5% | 減碼 |
| Washington Trust Co | 6,823 | $44.7 萬 | 0.02% | +1,269+22.8% | 加碼 |
| Principal Securities, Inc. | 6,864 | $45.0 萬 | 0.01% | +2,160+45.9% | 加碼 |
| K2 Financial Inc. | 6,900 | $45.5 萬 | 0.40% | +6,900 | 新進 |
| Clearview Wealth Advisors LLC | 7,019 | $46.0 萬 | 0.32% | −2,542−26.6% | 減碼 |
| Etesian Wealth Advisors, Inc. | 7,023 | $46.0 萬 | 0.17% | −1,191−14.5% | 減碼 |
| Buckingham Strategic Partners | 7,029 | $46.1 萬 | 0.01% | −128−1.8% | 減碼 |
| Alpha Financial Partners, LLC | 7,040 | $46.1 萬 | 0.33% | +7,040 | 新進 |
| Global View Capital Management LLC | 7,154 | $46.9 萬 | 0.15% | −16,803−70.1% | 減碼 |
| Hamilton Capital, LLC | 7,176 | $47.0 萬 | 0.03% | −455−6.0% | 減碼 |
| Intrua Financial, LLC | 7,277 | $47.7 萬 | 0.07% | +75+1.0% | 加碼 |
| GWN Securities Inc. | 7,432 | $48.7 萬 | 0.09% | +1,490+25.1% | 加碼 |
| Signal Advisors Wealth, LLC | 7,434 | $48.7 萬 | 0.04% | +3,073+70.5% | 加碼 |
| Tactive Advisors, LLC | 7,528 | $49.3 萬 | 0.16% | +7,528 | 新進 |
| Advisors Capital Management, LLC | 7,596 | $49.8 萬 | 0.01% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 7,781 | $51.0 萬 | 0.01% | +3,508+82.1% | 加碼 |
| Modera Wealth Management, LLC | 7,791 | $51.0 萬 | 0.01% | +7,791 | 新進 |
| Denver Wealth Management, Inc. | 7,793 | $51.1 萬 | 0.21% | 00.0% | 不變 |
| MBE Wealth Management, LLC | 7,872 | $51.6 萬 | 0.22% | +7,872 | 新進 |
| Diversify Wealth Management, LLC | 7,885 | $52.3 萬 | 0.03% | +1,217+18.3% | 加碼 |
| Geneos Wealth Management Inc. | 7,986 | $52.3 萬 | 0.01% | +7,683+2,535.6% | 加碼 |
| Strategic Blueprint, LLC | 8,004 | $52.4 萬 | 0.03% | −2,289−22.2% | 減碼 |
| Tudor Investment Corp Et Al | 8,032 | $52.6 萬 | 0.00% | +8,032 | 新進 |
| Fundamentun, LLC | 8,162 | $53.5 萬 | 0.02% | −3,960−32.7% | 減碼 |
| Signet Financial Management, LLC | 8,175 | $53.6 萬 | 0.07% | +270+3.4% | 加碼 |
| Ancora Advisors, LLC | 8,219 | $53.9 萬 | 0.01% | +31+0.4% | 加碼 |
| Wealthspire Advisors, LLC | 8,266 | $54.2 萬 | 0.00% | +8,266 | 新進 |
| Crews Bank & Trust | 8,275 | $54.2 萬 | 0.09% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 8,301 | $54.4 萬 | 0.02% | +3,118+60.2% | 加碼 |
| Alesco Advisors LLC | 8,470 | $55.5 萬 | 0.02% | +8,470 | 新進 |
| Avidian Wealth Solutions, LLC | 8,495 | $55.7 萬 | 0.02% | −2,691−24.1% | 減碼 |
| Smith Anglin Financial, LLC | 8,514 | $55.8 萬 | 0.05% | −348−3.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 8,536 | $55.9 萬 | 0.06% | −2,170−20.3% | 減碼 |
| WealthPLAN Partners, LLC | 8,603 | $56.4 萬 | 0.09% | −3,772−30.5% | 減碼 |
| Mather Group, LLC. | 8,643 | $56.6 萬 | 0.01% | +898+11.6% | 加碼 |
| Horan Securities, Inc. | 8,720 | $57.1 萬 | 0.20% | +1,206+16.1% | 加碼 |
| Gibbs Wealth Management | 8,945 | $58.6 萬 | 0.11% | +2,690+43.0% | 加碼 |
| Willis Johnson & Associates, Inc. | 9,071 | $59.4 萬 | 0.04% | +9,071 | 新進 |
| Middleton & Co Inc | 9,151 | $60.0 萬 | 0.07% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 9,182 | $60.2 萬 | 0.01% | −2,687−22.6% | 減碼 |
| Clearstead Advisors, LLC | 9,189 | $60.2 萬 | 0.01% | −2,115−18.7% | 減碼 |
| Redwood Investment Management, LLC | 9,219 | $60.4 萬 | 0.06% | +9,219 | 新進 |
| 4WEALTH Advisors, Inc. | 9,296 | $60.9 萬 | 0.63% | −212−2.2% | 減碼 |
| YHB Investment Advisors, Inc. | 9,301 | $60.9 萬 | 0.05% | +601+6.9% | 加碼 |
| Indiana Trust & Investment Management CO | 9,500 | $62.2 萬 | 0.21% | 00.0% | 不變 |
| FMR LLC | 9,516 | $62.4 萬 | 0.00% | +1,861+24.3% | 加碼 |
| Sovereign Financial Group, Inc. | 9,569 | $62.7 萬 | 0.13% | −817−7.9% | 減碼 |
| Creative Financial Designs Inc | 9,723 | $63.7 萬 | 0.05% | −859−8.1% | 減碼 |
| DeDora Capital, Inc. | 10,054 | $65.9 萬 | 0.17% | +816+8.8% | 加碼 |
| JT Stratford LLC | 10,100 | $66.2 萬 | 0.10% | −100−1.0% | 減碼 |
| Triumph Capital Management | 10,375 | $68.0 萬 | 0.20% | +10,375 | 新進 |
| Total Investment Management Inc | 10,447 | $68.4 萬 | 0.10% | −3,022−22.4% | 減碼 |
| Tempus Wealth Planning, LLC | 10,487 | $68.7 萬 | 0.17% | +264+2.6% | 加碼 |
| Flputnam Investment Management Co | 10,779 | $70.6 萬 | 0.01% | +10,779 | 新進 |
| Sage Mountain Advisors LLC | 10,830 | $71.0 萬 | 0.05% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 10,900 | $71.4 萬 | 0.03% | −1,300−10.7% | 減碼 |
| Parallel Advisors, LLC | 10,933 | $71.6 萬 | 0.01% | +9,601+720.8% | 加碼 |
| My Legacy Advisors, LLC | 10,883 | $71.6 萬 | 0.26% | −2,911−21.1% | 減碼 |
| Michael B. Yongue | 11,024 | $72.2 萬 | 0.54% | +11,024 | 新進 |
| MSH Capital Advisors LLC | 11,040 | $72.3 萬 | 0.21% | +791+7.7% | 加碼 |
| Sheets Smith Wealth Management | 11,068 | $72.5 萬 | 0.08% | +147+1.3% | 加碼 |
| BlackRock, Inc. | 11,182 | $73.3 萬 | 0.00% | −3,260−22.6% | 減碼 |
| Integrated Wealth Concepts LLC | 11,240 | $73.6 萬 | 0.01% | +6,112+119.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 11,332 | $74.2 萬 | 0.04% | −59,861−84.1% | 減碼 |
| Sigma Planning Corp | 11,352 | $74.4 萬 | 0.02% | −317−2.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 11,481 | $75.2 萬 | 0.01% | +4,930+75.3% | 加碼 |
| TownSquare Capital, LLC | 11,566 | $75.8 萬 | 0.07% | −489,911−97.7% | 減碼 |
| SWMG, LLC | 11,713 | $76.9 萬 | 0.26% | +3,335+39.8% | 加碼 |
| Destiny Capital Corp | 11,836 | $77.5 萬 | 0.47% | −399−3.3% | 減碼 |
| Lifelong Wealth Advisors, Inc. | 11,950 | $78.3 萬 | 0.26% | −3,008−20.1% | 減碼 |