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 13F 持有人
World Gold Trust 在 2025/9/30 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
- 754
- 較 2025 年第 2 季 +75 家
- 持有股數
- 1.53 億
- 較 2025 年第 2 季 +1,529 萬 (+11.1%)
- 總市值
- $117.0 億
- 較 2025 年第 2 季 +$26.7 億 (+29.5%)
- 新進機構
- 117
- 另有 360 家加碼
- 清倉機構
- 42
- 另有 170 家減碼
另有 23 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 4,498 | $34.4 萬 | 0.27% | +4,498 | 新進 |
| AlTi Global, Inc. | 4,518 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Family Wealth Group, LLC | 4,529 | $34.6 萬 | 0.24% | +4,529 | 新進 |
| First National Trust Co | 4,558 | $34.8 萬 | 0.01% | +68+1.5% | 加碼 |
| Verdence Capital Advisors LLC | 4,450 | $35.1 萬 | 0.02% | −1,407−24.0% | 減碼 |
| Access Investment Management LLC | 4,600 | $35.2 萬 | 0.09% | 00.0% | 不變 |
| Aegis Wealth Management LLC | 4,602 | $35.2 萬 | 0.19% | +4,602 | 新進 |
| Blue Barn Wealth, LLC | 4,641 | $35.5 萬 | 0.16% | +4,641 | 新進 |
| Able Wealth Management LLC | 4,702 | $36.0 萬 | 0.14% | +556+13.4% | 加碼 |
| Emergent Wealth Advisors, LLC | 4,703 | $36.0 萬 | 0.21% | +262+5.9% | 加碼 |
| VisionPoint Advisory Group, LLC | 4,713 | $36.0 萬 | 0.07% | +63+1.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,713 | $36.0 萬 | 0.03% | +4,713 | 新進 |
| Triad Wealth Partners, LLC | 4,721 | $36.1 萬 | 0.05% | −142−2.9% | 減碼 |
| Regions Financial Corp | 4,729 | $36.2 萬 | 0.00% | +343+7.8% | 加碼 |
| Savvy Advisors, Inc. | 4,826 | $36.9 萬 | 0.02% | +1,674+53.1% | 加碼 |
| Absolute Capital Management, LLC | 4,844 | $37.0 萬 | 0.16% | −8,292−63.1% | 減碼 |
| BKA Wealth Consulting, Inc. | 4,901 | $37.5 萬 | 0.31% | +278+6.0% | 加碼 |
| Vermillion Wealth Management, Inc. | 4,942 | $37.8 萬 | 0.10% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,976 | $38.0 萬 | 0.01% | +2,719+120.5% | 加碼 |
| Lee Financial Co | 4,988 | $38.1 萬 | 0.05% | −1,200−19.4% | 減碼 |
| Essential Partners LLC | 5,045 | $38.6 萬 | 0.13% | +45+0.9% | 加碼 |
| Spire Wealth Management | 5,049 | $38.6 萬 | 0.01% | +62+1.2% | 加碼 |
| Washington Trust Co | 5,073 | $38.8 萬 | 0.01% | −1,750−25.6% | 減碼 |
| LexAurum Advisors, LLC | 5,101 | $39.0 萬 | 0.06% | +105+2.1% | 加碼 |
| Centaurus Financial, Inc. | 5,102 | $39.0 萬 | 0.02% | −83−1.6% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 5,214 | $39.9 萬 | 0.04% | +5,214 | 新進 |
| HM Payson & Co | 5,250 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 5,111 | $40.3 萬 | 0.13% | 00.0% | 不變 |
| Sowell Financial Services LLC | 5,372 | $41.1 萬 | 0.02% | +689+14.7% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,382 | $41.1 萬 | 0.09% | +570+11.8% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 5,450 | $41.7 萬 | 0.15% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 5,467 | $41.8 萬 | 0.02% | +475+9.5% | 加碼 |
| McAdam, LLC | 5,584 | $42.7 萬 | 0.02% | +73+1.3% | 加碼 |
| Insigneo Advisory Services, LLC | 5,673 | $43.4 萬 | 0.03% | +1,828+47.5% | 加碼 |
| Perigon Wealth Management, LLC | 5,737 | $43.9 萬 | 0.01% | −2,044−26.3% | 減碼 |
| Heritage Investors Management Corp | 5,760 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 5,895 | $45.0 萬 | 0.15% | +1,930+48.7% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,910 | $45.2 萬 | 0.05% | +70+1.2% | 加碼 |
| Anchor Investment Management, LLC | 5,949 | $45.5 萬 | 0.04% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 5,967 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Etesian Wealth Advisors, Inc. | 5,978 | $45.7 萬 | 0.15% | −1,045−14.9% | 減碼 |
| Roman Butler Fullerton & Co | 5,955 | $46.5 萬 | 0.12% | +5,955 | 新進 |
| Sound View Wealth Advisors Group, LLC | 6,105 | $46.7 萬 | 0.03% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 6,115 | $46.7 萬 | 0.11% | +6,115 | 新進 |
| Fort Washington Investment Advisors Inc | 6,120 | $46.8 萬 | 0.00% | +6,120 | 新進 |
| Almanack Investment Partners, LLC. | 6,135 | $46.9 萬 | 0.07% | −56−0.9% | 減碼 |
| Requisite Capital Management, LLC | 6,139 | $46.9 萬 | 0.08% | 00.0% | 不變 |
| Oregon Pacific Wealth Management, LLC | 6,145 | $47.0 萬 | 0.41% | +2,475+67.4% | 加碼 |
| Fortis Capital Advisors, LLC | 6,178 | $47.2 萬 | 0.07% | +6,178 | 新進 |
| Fiscal Wisdom Wealth Management, LLC | 5,839 | $47.4 萬 | 0.45% | +5,839 | 新進 |
| Weil Company, Inc. | 6,248 | $47.8 萬 | 0.11% | 00.0% | 不變 |
| Spectrum Planning & Advisory Services Inc. | 6,293 | $48.1 萬 | 0.27% | +156+2.5% | 加碼 |
| Buckingham Strategic Partners | 6,340 | $48.6 萬 | 0.01% | −689−9.8% | 減碼 |
| Oceanside Advisors LLC | 6,388 | $48.8 萬 | 0.31% | −104−1.6% | 減碼 |
| OMNI 360 Wealth, Inc. | 6,408 | $49.0 萬 | 0.27% | +1,077+20.2% | 加碼 |
| Catalina Capital Group, LLC | 6,491 | $49.6 萬 | 0.31% | +1,626+33.4% | 加碼 |
| Private Trust Co NA | 6,510 | $49.8 萬 | 0.04% | +2,398+58.3% | 加碼 |
| High Falls Advisors, Inc | 6,601 | $50.5 萬 | 0.10% | +6,601 | 新進 |
| Florida Financial Advisors, LLC | 6,613 | $50.6 萬 | 0.16% | +214+3.3% | 加碼 |
| RMR Wealth Builders | 6,616 | $50.6 萬 | 0.04% | +6,616 | 新進 |
| Fiduciary Trust Co | 6,660 | $50.9 萬 | 0.01% | +107+1.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,661 | $50.9 萬 | 0.01% | +1,253+23.2% | 加碼 |
| MBE Wealth Management, LLC | 6,770 | $51.8 萬 | 0.22% | −1,102−14.0% | 減碼 |
| Global View Capital Management LLC | 6,840 | $52.3 萬 | 0.11% | −314−4.4% | 減碼 |
| Savant Capital, LLC | 6,934 | $53.0 萬 | 0.00% | +2,223+47.2% | 加碼 |
| Diversify Wealth Management, LLC | 6,731 | $53.4 萬 | 0.03% | −1,154−14.6% | 減碼 |
| Fullcircle Wealth LLC | 7,002 | $54.6 萬 | 0.19% | +2,377+51.4% | 加碼 |
| Appleton Partners Inc | 7,199 | $55.0 萬 | 0.04% | +1,779+32.8% | 加碼 |
| Regimen Wealth, LLC | 7,229 | $55.3 萬 | 0.16% | +1,010+16.2% | 加碼 |
| Flputnam Investment Management Co | 7,278 | $55.6 萬 | 0.01% | −3,501−32.5% | 減碼 |
| Intrua Financial, LLC | 7,281 | $55.7 萬 | 0.07% | +4+0.1% | 加碼 |
| Advisors Capital Management, LLC | 7,282 | $55.7 萬 | 0.01% | −314−4.1% | 減碼 |
| MKT Advisors LLC | 7,304 | $55.9 萬 | 0.21% | +2,522+52.7% | 加碼 |
| Modern Wealth Management, LLC | 7,379 | $56.4 萬 | 0.01% | +894+13.8% | 加碼 |
| Hobbs Wealth Management, LLC | 7,458 | $57.0 萬 | 0.48% | +1,864+33.3% | 加碼 |
| Sutton Place Investors LLC | 7,500 | $57.3 萬 | 0.33% | +1,983+35.9% | 加碼 |
| Clearview Wealth Advisors LLC | 7,542 | $57.7 萬 | 0.37% | +523+7.5% | 加碼 |
| Csenge Advisory Group | 7,565 | $57.8 萬 | 0.03% | +2,410+46.8% | 加碼 |
| Tactive Advisors, LLC | 7,574 | $57.9 萬 | 0.16% | +46+0.6% | 加碼 |
| Motiv8 Investments LLC | 7,592 | $58.0 萬 | 0.31% | −46,861−86.1% | 減碼 |
| Gen-Wealth Partners Inc | 7,628 | $58.3 萬 | 0.20% | +3,173+71.2% | 加碼 |
| RDA Financial Network | 7,674 | $58.7 萬 | 0.14% | +2,886+60.3% | 加碼 |
| Denver Wealth Management, Inc. | 7,741 | $59.2 萬 | 0.22% | −52−0.7% | 減碼 |
| Balance Wealth, LLC | 7,765 | $59.4 萬 | 0.15% | +7,765 | 新進 |
| Modera Wealth Management, LLC | 7,791 | $59.6 萬 | 0.01% | 00.0% | 不變 |
| Peak Retirement Planning, Inc. | 7,852 | $60.0 萬 | 0.17% | +3,668+87.7% | 加碼 |
| Axxcess Wealth Management, LLC | 7,868 | $60.2 萬 | 0.01% | −1,314−14.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 7,899 | $60.4 萬 | 0.02% | −402−4.8% | 減碼 |
| Compass Financial Services Inc | 7,940 | $60.7 萬 | 0.27% | +5,693+253.4% | 加碼 |
| Tableaux LLC | 8,060 | $61.6 萬 | 0.25% | −6,611−45.1% | 減碼 |
| Willis Johnson & Associates, Inc. | 8,091 | $61.9 萬 | 0.04% | −980−10.8% | 減碼 |
| Wealthcare Capital Management LLC | 8,104 | $62.0 萬 | 0.06% | +8,104 | 新進 |
| Fundamentun, LLC | 8,162 | $62.4 萬 | 0.03% | 00.0% | 不變 |
| Crews Bank & Trust | 8,275 | $63.3 萬 | 0.09% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 8,295 | $63.4 萬 | 0.09% | −24,477−74.7% | 減碼 |
| ArborFi Advisors, LLC | 8,299 | $63.4 萬 | 0.52% | +8,299 | 新進 |
| Arkadios Wealth Advisors | 8,348 | $63.8 萬 | 0.02% | +3,893+87.4% | 加碼 |
| Alesco Advisors LLC | 8,470 | $64.8 萬 | 0.02% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 8,478 | $64.8 萬 | 0.15% | +2,540+42.8% | 加碼 |
| Firethorn Wealth Partners, LLC | 8,515 | $65.1 萬 | 0.26% | +2,203+34.9% | 加碼 |