跳到主要內容

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 3 季與 2025 年第 2 季比較

持有 World Gold Trust 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

GLDM 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數70223754+75
股數1.40 億177.4 萬1.53 億+1,529 萬 (+11.1%)
市值$91.5 億$1.16 億$117.0 億+$26.7 億 (+29.5%)

23 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(117 家)

2025 年第 3 季季末持有 World Gold Trust、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 117 家。

2025 年第 3 季新進 GLDM 的機構
機構股數市值佔組合 %
Mizuho Bank, Ltd.1,802,000$1.38 億15.29%
Renaissance Technologies LLC211,900$1,620 萬0.02%
Plum Street Advisors, LLC141,493$1,082 萬4.18%
StoneX Group Inc.117,442$897.8 萬0.39%
Oppenheimer & Co Inc111,989$856.2 萬0.10%
PFG Private Wealth Management, LLC94,431$721.9 萬3.22%
Element Pointe Advisors, LLC88,709$678.2 萬1.45%
Reyes Financial Architecture, Inc.60,141$459.8 萬3.12%
Richard P Slaughter Associates Inc56,847$434.6 萬0.94%
Alliancebernstein L.P.56,220$429.8 萬0.00%
American Trust55,800$426.6 萬0.36%
American National Bank of Texas45,688$349.3 萬3.29%
Marex Group plc42,942$328.3 萬0.04%
Clear Harbor Asset Management, LLC37,447$286.3 萬0.20%
Gotham Asset Management, LLC34,057$260.4 萬0.01%
Mission Wealth Management, LP33,209$253.9 萬0.05%
Flow Traders U.S. LLC32,152$245.8 萬0.10%
Arcus Capital Partners, LLC26,210$200.4 萬0.88%
ZEGA Investments, LLC21,609$165.2 萬0.38%
A4 Wealth Advisors LLC17,212$131.6 萬1.11%
Advisory Alpha, LLC15,578$119.3 萬0.03%
Summit Financial, LLC15,590$119.2 萬0.02%
Welch Group, LLC15,311$117.1 萬0.05%
Foronjy Financial LLC14,899$113.9 萬0.50%
Empowered Funds, LLC14,726$112.6 萬0.01%
CIBC World Markets Inc.12,037$92.0 萬0.00%
Meridian Wealth Management, LLC10,728$82.0 萬0.03%
Summit Wealth Group LLC22,316$81.8 萬0.11%
Wedmont Private Capital9,915$78.2 萬0.03%
HORAN Wealth, LLC8,772$67.1 萬0.11%
Shepherd Financial Partners LLC8,711$66.6 萬0.06%
Brighton Jones LLC8,529$65.2 萬0.02%
ArborFi Advisors, LLC8,299$63.4 萬0.52%
Wealthcare Capital Management LLC8,104$62.0 萬0.06%
Balance Wealth, LLC7,765$59.4 萬0.15%
RMR Wealth Builders6,616$50.6 萬0.04%
High Falls Advisors, Inc6,601$50.5 萬0.10%
Fiscal Wisdom Wealth Management, LLC5,839$47.4 萬0.45%
Fortis Capital Advisors, LLC6,178$47.2 萬0.07%
Fort Washington Investment Advisors Inc6,120$46.8 萬0.00%
B.O.S.S. Retirement Advisors, LLC6,115$46.7 萬0.11%
Roman Butler Fullerton & Co5,955$46.5 萬0.12%
Kohmann Bosshard Financial Services, LLC5,214$39.9 萬0.04%
Capital Investment Advisory Services, LLC4,713$36.0 萬0.03%
Blue Barn Wealth, LLC4,641$35.5 萬0.16%
Aegis Wealth Management LLC4,602$35.2 萬0.19%
Family Wealth Group, LLC4,529$34.6 萬0.24%
Clifford Group, LLC4,498$34.4 萬0.27%
Maripau Wealth Management LLC4,465$34.1 萬0.17%
HB Wealth Management, LLC4,382$33.5 萬0.00%
XTX Topco Ltd4,236$32.4 萬0.02%
Mach-1 Financial Group, Inc.4,159$31.8 萬0.05%
Integrity Advisory Solutions, LLC4,159$31.8 萬0.05%
Meredith Wealth Planning4,045$30.9 萬0.10%
Hickory Point Bank & Trust4,000$30.6 萬0.23%
Accredited Investors Inc.3,965$30.3 萬0.02%
Fulcrum Equity Management3,702$28.3 萬0.29%
Resurgent Financial Advisors LLC3,677$28.1 萬0.14%
Armstrong, Fleming & Moore, Inc3,560$27.2 萬0.13%
Empirical Asset Management, LLC3,520$26.9 萬0.07%
Gateway Wealth Partners, LLC3,447$26.4 萬0.04%
Greenwich Wealth Management LLC3,419$26.1 萬0.01%
Wealth Alliance3,363$25.7 萬0.03%
Genesis Private Wealth, LLC3,310$25.3 萬0.11%
Exencial Wealth Advisors, LLC3,279$25.1 萬0.01%
Stonebridge Financial Group, LLC3,231$24.7 萬0.02%
OneAscent Financial Services LLC3,217$24.6 萬0.02%
Transcend Wealth Collective, LLC3,175$24.3 萬0.02%
DGS Capital Management, LLC3,150$24.1 萬0.04%
Bouchey Financial Group Ltd3,146$24.1 萬0.02%
Pacific Capital Wealth Advisors, Inc3,130$23.9 萬0.04%
Rodgers & Associates, LTD3,090$23.6 萬0.02%
Cahaba Wealth Management, Inc.3,034$23.2 萬0.02%
Berkshire Asset Management LLC3,018$23.1 萬0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,000$22.7 萬0.05%
HCR Wealth Advisors2,964$22.6 萬0.02%
Heritage Investment Group, Inc.2,929$22.4 萬0.04%
Steel Peak Wealth Management LLC2,919$22.3 萬0.01%
Beacon Financial Group2,900$22.2 萬0.02%
Accurate Wealth Management, LLC2,696$22.1 萬0.03%
Financial Sense Advisors, Inc.2,870$21.9 萬0.04%
Gerber Kawasaki Wealth & Investment Management2,859$21.9 萬0.01%
Syntegra Private Wealth Group, LLC2,829$21.6 萬0.02%
Moseley Investment Management Inc2,815$21.5 萬0.07%
May Hill Capital, LLC2,777$21.2 萬0.06%
Mason Investment Advisory Services, Inc.2,774$21.2 萬0.01%
United Capital Financial Advisers, LLC2,769$21.2 萬0.00%
Range Financial Group LLC2,745$21.0 萬0.08%
LaSalle St. Investment Advisors, LLC2,730$20.8 萬0.04%
Confluence Wealth Services, Inc.2,714$20.7 萬0.01%
Impact Partnership Wealth, LLC2,701$20.6 萬0.03%
Moneta Group Investment Advisors LLC2,698$20.6 萬0.00%
Millstone Evans Group, LLC2,677$20.5 萬0.13%
Mma Asset Management LLC2,106$16.1 萬0.05%
Daiwa Securities Group Inc.1,948$14.9 萬0.00%
Raleigh Capital Management Inc.1,613$12.3 萬0.05%
First Horizon Corp1,256$9.60 萬0.00%
Family Legacy Financial Solutions, LLC475$3.63 萬0.03%
Financial Consulate, Inc450$3.44 萬0.00%
Mark Sheptoff Financial Planning, LLC294$2.25 萬0.01%

清倉機構(42 家)

2025 年第 2 季季末持有 World Gold Trust、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 GLDM 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Virtu Financial LLC1,292,149$8,466 萬
Burt Wealth Advisors538,098$3,526 萬
Toronto Dominion Bank150,000$982.8 萬
B&D White Capital Company, LLC147,373$965.6 萬
Alliance Wealth Advisors, LLC107,086$701.6 萬
HRT Financial LP92,463$605.8 萬
Money Concepts Capital Corp84,972$556.7 萬
Susquehanna International Group, LLP56,492$370.1 萬
Jacobi Capital Management LLC48,244$316.1 萬
Jump Financial, LLC42,431$278.0 萬
Advisor Resource Council25,169$164.9 萬
Tradewinds, LLC.18,486$121.1 萬
Balentine LLC15,616$102.3 萬
IFG Advisors, LLC14,113$92.5 萬
AlphaStar Capital Management, LLC12,605$82.6 萬
SWMG, LLC11,713$76.9 萬
TownSquare Capital, LLC11,566$75.8 萬
Bristlecone Advisors, LLC5,400$35.4 萬
Hengehold Capital Management LLC4,948$32.4 萬
Brookwood Investment Group LLC4,938$32.4 萬
Betterment LLC3,685$24.1 萬
CMC Financial Group3,427$22.5 萬
Richardson Financial Services Inc.3,227$21.3 萬
Walleye Capital LLC3,200$21.0 萬
Per Stirling Capital Management, LLC.3,132$20.5 萬
Fortitude Family Office, LLC2,600$17.0 萬
Maseco LLP1,570$10.3 萬
Glenmede Investment Management, LP1,000$6.55 萬
Beacon Capital Management, LLC581$3.81 萬
Mid-American Wealth Advisory Group, Inc.476$3.12 萬
GeoWealth Management, LLC325$2.13 萬
Skopos Labs, Inc.315$2.06 萬
Thurston, Springer, Miller, Herd & Titak, Inc.169$1.11 萬
Archer Investment Corp155$1.02 萬
Kiker Wealth Management, LLC100$6,552
Twin Peaks Wealth Advisors, LLC97$6,428
HHM Wealth Advisors, LLC90$5,897
Whipplewood Advisors, LLC47$3,079
Briaud Financial Planning, Inc31$2,000
South State Corp.23$1,507
Tower Research Capital LLC (TRC)9$590
Morton Brown Family Wealth, LLC1$66

尚未申報 2025 年第 3 季的機構(23 家)

2025 年第 2 季季末持有 World Gold Trust、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 GLDM、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Congress Wealth Management LLC947,412$6,207 萬
E Fund Management Co., Ltd.360,915$2,365 萬
Avantax Advisory Services, Inc.104,763$686.4 萬
Atria Wealth Solutions, Inc.75,332$507.4 萬
Keudell/Morrison Wealth Management55,173$361.5 萬
Talon Private Wealth, LLC50,382$330.1 萬
Copperwynd Financial, LLC45,065$295.3 萬
Olympus Wealth Management, LLC34,845$228.3 萬
Good Life Advisors, LLC18,798$123.2 萬
Graypoint LLC13,764$90.2 萬
Breed's Hill Capital LLC13,617$89.2 萬
My Legacy Advisors, LLC10,883$71.6 萬
Horan Securities, Inc.8,720$57.1 萬
Smith Anglin Financial, LLC8,514$55.8 萬
Hamilton Capital, LLC7,176$47.0 萬
Elios Financial Group Inc.5,187$34.0 萬
EP Wealth Advisors, LLC4,245$27.8 萬
Scott Marsh Financial, LLC3,841$25.2 萬
Semmax Financial Advisors Inc.3,353$22.6 萬
First Horizon Advisors, Inc.1,386$9.08 萬
Moser Wealth Advisors, LLC53$3,473
Capital A Wealth Management, LLC80$3,273
Oliver Lagore Vanvalin Investment Group29$1,795