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 |
|---|---|---|---|---|---|
| Leading Edge Financial Planning LLC | 25,311 | $165.8 萬 | 0.46% | +1,109+4.6% | 加碼 |
| Hutchinson Capital Management | 25,437 | $166.7 萬 | 0.30% | +25,437 | 新進 |
| Whittier Trust Co of Nevada Inc | 25,500 | $167.1 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 25,656 | $168.1 萬 | 0.01% | +23,008+868.9% | 加碼 |
| AQR Capital Management LLC | 25,861 | $169.4 萬 | 0.00% | +1,815+7.5% | 加碼 |
| Focus Financial Network, Inc. | 25,937 | $169.9 萬 | 0.07% | −8,037−23.7% | 減碼 |
| Choate Investment Advisors | 25,977 | $170.2 萬 | 0.04% | +1,169+4.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 26,225 | $171.8 萬 | 0.22% | +6,945+36.0% | 加碼 |
| Apollon Wealth Management, LLC | 26,244 | $172.0 萬 | 0.03% | +26,244 | 新進 |
| AMG National Trust Bank | 26,245 | $172.0 萬 | 0.05% | +7,175+37.6% | 加碼 |
| Magnolia Private Wealth, LLC | 26,462 | $173.4 萬 | 1.34% | +8,961+51.2% | 加碼 |
| Kingsview Wealth Management, LLC | 26,506 | $173.7 萬 | 0.03% | +13,596+105.3% | 加碼 |
| PDS Planning, Inc | 26,930 | $176.4 萬 | 0.13% | 00.0% | 不變 |
| Caldwell Trust Co | 27,051 | $177.2 萬 | 0.18% | +9,080+50.5% | 加碼 |
| Kickstand Ventures, LLC. | 27,437 | $179.8 萬 | 0.42% | −4,332−13.6% | 減碼 |
| Wallace Advisory Group, LLC | 29,355 | $181.7 萬 | 1.32% | −1,450−4.7% | 減碼 |
| Visionary Wealth Advisors | 27,942 | $183.1 萬 | 0.09% | +1,976+7.6% | 加碼 |
| Aspetuck Financial Management LLC | 28,212 | $184.8 萬 | 1.39% | +1,023+3.8% | 加碼 |
| Brown Financial Advisors | 28,282 | $185.3 萬 | 0.72% | −649−2.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 28,419 | $186.2 萬 | 0.07% | +803+2.9% | 加碼 |
| IHT Wealth Management, LLC | 28,537 | $187.0 萬 | 0.05% | +1,498+5.5% | 加碼 |
| Forbes J M & Co LLP | 28,711 | $188.1 萬 | 0.17% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 29,509 | $193.3 萬 | 0.03% | +5,860+24.8% | 加碼 |
| BlackDiamond Wealth Management Inc. | 29,455 | $194.7 萬 | 1.12% | −464−1.6% | 減碼 |
| Mayflower Financial Advisors, LLC | 29,732 | $194.8 萬 | 0.27% | −6,455−17.8% | 減碼 |
| Sovran Advisors, LLC | 29,897 | $195.5 萬 | 0.20% | −11,439−27.7% | 減碼 |
| Gradient Capital Advisors, LLC | 30,003 | $196.6 萬 | 0.58% | −1,768−5.6% | 減碼 |
| Cambridge Associates LLC | 30,631 | $200.7 萬 | 0.04% | 00.0% | 不變 |
| IFP Advisors, Inc | 30,730 | $201.3 萬 | 0.06% | +5,988+24.2% | 加碼 |
| Leo Wealth, LLC | 30,845 | $202.1 萬 | 0.16% | +1,937+6.7% | 加碼 |
| Genesis Wealth Advisors, LLC | 31,195 | $204.4 萬 | 1.53% | −4,360−12.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 31,216 | $204.5 萬 | 0.22% | +16,252+108.6% | 加碼 |
| Two Sigma Securities, LLC | 32,772 | $214.7 萬 | 0.26% | +18,003+121.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 32,922 | $215.7 萬 | 0.49% | +153+0.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 33,405 | $218.9 萬 | 0.02% | −1,236−3.6% | 減碼 |
| Patten Group, Inc. | 33,691 | $220.7 萬 | 0.47% | +8,838+35.6% | 加碼 |
| Milestones Private Investment Advisors LLC | 33,834 | $221.7 萬 | 1.64% | +33,834 | 新進 |
| Nomura Asset Management Co Ltd | 33,900 | $222.1 萬 | 0.01% | −1,400−4.0% | 減碼 |
| WFA of San Diego, LLC | 34,426 | $225.6 萬 | 1.66% | +34,426 | 新進 |
| Olympus Wealth Management, LLC | 34,845 | $228.3 萬 | 0.77% | +14,747+73.4% | 加碼 |
| Pitcairn Co | 35,293 | $231.2 萬 | 0.15% | +35,293 | 新進 |
| Matrix Trust Co | 36,190 | $237.1 萬 | 0.38% | +18,002+99.0% | 加碼 |
| WBH Advisory Inc | 36,485 | $239.0 萬 | 0.20% | +2,231+6.5% | 加碼 |
| McNaughton Wealth Management, LLC | 37,018 | $242.5 萬 | 1.08% | −2,364−6.0% | 減碼 |
| Public Employees Retirement System of Ohio | 37,200 | $243.7 萬 | 0.01% | 00.0% | 不變 |
| KPP Advisory Services LLC | 37,402 | $245.1 萬 | 0.40% | +2,084+5.9% | 加碼 |
| Brinker Capital Investments, LLC | 38,148 | $249.9 萬 | 0.02% | +9,732+34.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 39,849 | $261.1 萬 | 0.02% | −2,926−6.8% | 減碼 |
| Shira Ridge Wealth Management | 40,516 | $265.5 萬 | 1.21% | +5,297+15.0% | 加碼 |
| Mills Wealth Advisors LLC | 41,098 | $269.3 萬 | 1.23% | −3,609−8.1% | 減碼 |
| Global Retirement Partners, LLC | 41,435 | $271.5 萬 | 0.07% | +41,435 | 新進 |
| Thrive Capital Management, LLC | 41,949 | $274.8 萬 | 0.86% | +23,803+131.2% | 加碼 |
| Ameritas Advisory Services, LLC | 42,175 | $276.3 萬 | 0.14% | +42,175 | 新進 |
| Jump Financial, LLC | 42,431 | $278.0 萬 | 0.03% | +530+1.3% | 加碼 |
| Horizon Financial Services, LLC | 42,854 | $280.8 萬 | 1.49% | −5,615−11.6% | 減碼 |
| Creative Planning | 43,523 | $285.2 萬 | 0.00% | −46,306−51.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 44,296 | $290.2 萬 | 0.54% | +1,927+4.5% | 加碼 |
| Copperwynd Financial, LLC | 45,065 | $295.3 萬 | 0.74% | −5,578−11.0% | 減碼 |
| Arete Wealth Advisors, LLC | 46,040 | $301.7 萬 | 0.21% | +9,070+24.5% | 加碼 |
| Bridgewater Advisors Inc. | 46,001 | $302.9 萬 | 0.23% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 46,982 | $304.3 萬 | 0.00% | +4,598+10.8% | 加碼 |
| Merit Financial Group, LLC | 46,559 | $305.1 萬 | 0.03% | +10,510+29.2% | 加碼 |
| Paul R. Ried Financial Group, LLC | 46,944 | $307.6 萬 | 1.86% | −7,249−13.4% | 減碼 |
| Tennessee Valley Asset Management Partners | 46,986 | $307.9 萬 | 0.78% | +1,401+3.1% | 加碼 |
| Franklin Resources Inc | 47,276 | $309.8 萬 | 0.00% | −440−0.9% | 減碼 |
| Ci Investments Inc. | 47,534 | $311.4 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 48,102 | $315.2 萬 | 0.04% | −571−1.2% | 減碼 |
| Jacobi Capital Management LLC | 48,244 | $316.1 萬 | 0.21% | +2,943+6.5% | 加碼 |
| Essex Financial Services, Inc. | 49,948 | $327.3 萬 | 0.21% | −1,968−3.8% | 減碼 |
| Apella Capital, LLC | 49,530 | $327.3 萬 | 0.09% | +29,352+145.5% | 加碼 |
| Integrity Alliance, LLC. | 50,020 | $327.7 萬 | 0.18% | −51,998−51.0% | 減碼 |
| Talon Private Wealth, LLC | 50,382 | $330.1 萬 | 0.45% | +8,739+21.0% | 加碼 |
| MONECO Advisors, LLC | 50,388 | $330.1 萬 | 0.31% | +1,913+3.9% | 加碼 |
| Compass Ion Advisors, LLC | 50,876 | $333.3 萬 | 0.36% | +9,221+22.1% | 加碼 |
| Bush Investment Group, LLC | 51,199 | $335.5 萬 | 2.25% | −14,429−22.0% | 減碼 |
| Brown Brothers Harriman & Co | 51,459 | $337.2 萬 | 0.02% | +16,769+48.3% | 加碼 |
| Citadel Advisors LLC | 51,842 | $339.7 萬 | 0.00% | −173,691−77.0% | 減碼 |
| Lido Advisors, LLC | 52,772 | $345.8 萬 | 0.02% | +46,059+686.1% | 加碼 |
| Stansberry Asset Management, LLC | 53,858 | $352.9 萬 | 0.39% | +4,080+8.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 53,873 | $353.0 萬 | 0.08% | −3,233−5.7% | 減碼 |
| Penobscot Wealth Management | 53,949 | $353.5 萬 | 1.27% | +347+0.6% | 加碼 |
| Motiv8 Investments LLC | 54,453 | $356.8 萬 | 2.18% | −15,827−22.5% | 減碼 |
| Advisory Services Network, LLC | 54,776 | $356.9 萬 | 0.06% | +40,851+293.4% | 加碼 |
| Harbour Investments, Inc. | 54,487 | $357.0 萬 | 0.09% | +3,803+7.5% | 加碼 |
| Keudell/Morrison Wealth Management | 55,173 | $361.5 萬 | 0.80% | −203,079−78.6% | 減碼 |
| Susquehanna International Group, LLP | 56,492 | $370.1 萬 | 0.01% | +863+1.6% | 加碼 |
| Mercer Global Advisors Inc | 56,931 | $373.0 萬 | 0.01% | +11,160+24.4% | 加碼 |
| Baker Ellis Asset Management LLC | 57,000 | $373.5 萬 | 0.51% | +350+0.6% | 加碼 |
| Hobbs Group Advisors, LLC | 57,280 | $375.3 萬 | 1.28% | −17,643−23.5% | 減碼 |
| Entrewealth, LLC | 57,499 | $376.7 萬 | 2.61% | +1,419+2.5% | 加碼 |
| Transce3nd, LLC | 57,570 | $377.2 萬 | 1.59% | +3,256+6.0% | 加碼 |
| One Wealth Advisors, LLC | 58,099 | $380.7 萬 | 0.53% | −20,995−26.5% | 減碼 |
| Compass Wealth Management, LLC | 58,965 | $386.3 萬 | 2.07% | +58,965 | 新進 |
| Kraematon Investment Advisors, Inc | 59,204 | $387.9 萬 | 3.66% | +557+0.9% | 加碼 |
| UMA Financial Services, Inc. | 59,304 | $388.6 萬 | 0.61% | −23,864−28.7% | 減碼 |
| Adviser Investments LLC | 59,518 | $390.0 萬 | 0.05% | +25,453+74.7% | 加碼 |
| Foundations Investment Advisors, LLC | 59,590 | $390.4 萬 | 0.06% | +5,182+9.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 59,973 | $392.9 萬 | 0.06% | +16,146+36.8% | 加碼 |
| Scotia Capital Inc. | 60,134 | $394.0 萬 | 0.02% | +24,575+69.1% | 加碼 |
| Joseph Group Capital Management | 60,412 | $395.8 萬 | 1.33% | −13,215−17.9% | 減碼 |