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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 8,529 | $65.2 萬 | 0.02% | +8,529 | 新進 |
| Strategic Blueprint, LLC | 8,589 | $65.7 萬 | 0.03% | +585+7.3% | 加碼 |
| Signet Financial Management, LLC | 8,652 | $66.1 萬 | 0.08% | +477+5.8% | 加碼 |
| Alpha Financial Partners, LLC | 8,695 | $66.5 萬 | 0.43% | +1,655+23.5% | 加碼 |
| Shepherd Financial Partners LLC | 8,711 | $66.6 萬 | 0.06% | +8,711 | 新進 |
| Mather Group, LLC. | 8,719 | $66.7 萬 | 0.01% | +76+0.9% | 加碼 |
| HORAN Wealth, LLC | 8,772 | $67.1 萬 | 0.11% | +8,772 | 新進 |
| WealthTrak Capital Management LLC | 8,781 | $67.1 萬 | 0.55% | +5,163+142.7% | 加碼 |
| Wedbush Securities Inc | 8,971 | $68.6 萬 | 0.02% | +4,529+102.0% | 加碼 |
| Middleton & Co Inc | 9,151 | $70.0 萬 | 0.08% | 00.0% | 不變 |
| 4WEALTH Advisors, Inc. | 9,288 | $71.0 萬 | 0.66% | −8−0.1% | 減碼 |
| Creative Financial Designs Inc | 9,445 | $72.2 萬 | 0.05% | −278−2.9% | 減碼 |
| Principal Securities, Inc. | 9,453 | $72.3 萬 | 0.01% | +2,589+37.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,463 | $72.3 萬 | 0.04% | −92,905−90.8% | 減碼 |
| Indiana Trust & Investment Management CO | 9,500 | $72.6 萬 | 0.22% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 9,935 | $76.0 萬 | 0.06% | +4,104+70.4% | 加碼 |
| Total Investment Management Inc | 10,044 | $76.8 萬 | 0.10% | −403−3.9% | 減碼 |
| Wedmont Private Capital | 9,915 | $78.2 萬 | 0.03% | +9,915 | 新進 |
| Ancora Advisors, LLC | 10,254 | $78.4 萬 | 0.02% | +2,035+24.8% | 加碼 |
| Sigma Planning Corp | 10,272 | $78.5 萬 | 0.02% | −1,080−9.5% | 減碼 |
| Wealthspire Advisors, LLC | 10,330 | $79.0 萬 | 0.00% | +2,064+25.0% | 加碼 |
| Redwood Investment Management, LLC | 10,344 | $79.1 萬 | 0.09% | +1,125+12.2% | 加碼 |
| JT Stratford LLC | 10,511 | $80.4 萬 | 0.11% | +411+4.1% | 加碼 |
| Tempus Wealth Planning, LLC | 10,521 | $80.4 萬 | 0.18% | +34+0.3% | 加碼 |
| Triumph Capital Management | 10,641 | $81.4 萬 | 0.22% | +266+2.6% | 加碼 |
| BlackRock, Inc. | 10,670 | $81.6 萬 | 0.00% | −512−4.6% | 減碼 |
| Summit Wealth Group LLC | 22,316 | $81.8 萬 | 0.11% | +22,316 | 新進 |
| Meridian Wealth Management, LLC | 10,728 | $82.0 萬 | 0.03% | +10,728 | 新進 |
| Tokio Marine Asset Management Co Ltd | 10,800 | $82.6 萬 | 0.03% | −100−0.9% | 減碼 |
| FMR LLC | 10,975 | $83.9 萬 | 0.00% | +1,459+15.3% | 加碼 |
| HSBC Holdings PLC | 11,033 | $84.3 萬 | 0.00% | −11,060−50.1% | 減碼 |
| Signal Advisors Wealth, LLC | 11,042 | $84.4 萬 | 0.08% | +3,608+48.5% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,135 | $85.1 萬 | 0.27% | −2,185−16.4% | 減碼 |
| Sheets Smith Wealth Management | 11,158 | $85.3 萬 | 0.10% | +90+0.8% | 加碼 |
| DeDora Capital, Inc. | 11,635 | $88.9 萬 | 0.21% | +1,581+15.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 11,659 | $89.1 萬 | 0.11% | −14,566−55.5% | 減碼 |
| Gibbs Wealth Management | 11,670 | $89.2 萬 | 0.20% | +2,725+30.5% | 加碼 |
| MSH Capital Advisors LLC | 11,711 | $89.5 萬 | 0.24% | +671+6.1% | 加碼 |
| CIBC World Markets Inc. | 12,037 | $92.0 萬 | 0.00% | +12,037 | 新進 |
| Interchange Capital Partners, LLC | 12,063 | $92.2 萬 | 0.18% | +7,357+156.3% | 加碼 |
| Michael B. Yongue | 12,080 | $92.4 萬 | 0.65% | +1,056+9.6% | 加碼 |
| Belpointe Asset Management LLC | 12,249 | $93.6 萬 | 0.04% | +6,207+102.7% | 加碼 |
| Destiny Capital Corp | 12,255 | $93.7 萬 | 0.51% | +419+3.5% | 加碼 |
| Wealthcare Capital Partners, LLC | 12,269 | $93.8 萬 | 0.43% | +6,552+114.6% | 加碼 |
| Smartleaf Asset Management LLC | 12,552 | $95.2 萬 | 0.06% | +6,218+98.2% | 加碼 |
| K2 Financial Inc. | 11,829 | $96.2 萬 | 0.77% | +4,929+71.4% | 加碼 |
| Lifelong Wealth Advisors, Inc. | 12,647 | $96.7 萬 | 0.29% | +697+5.8% | 加碼 |
| Johnson Financial Group, Inc. | 12,674 | $96.9 萬 | 0.04% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 12,713 | $97.2 萬 | 0.12% | +4,177+48.9% | 加碼 |
| Sovereign Financial Group, Inc. | 12,818 | $98.0 萬 | 0.18% | +3,249+34.0% | 加碼 |
| HBW Advisory Services LLC | 13,077 | $100.0 萬 | 0.11% | +6,805+108.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,777 | $100.2 萬 | 0.16% | −1,551−10.8% | 減碼 |
| Atomi Financial Group, Inc. | 13,129 | $100.4 萬 | 0.03% | −3,411−20.6% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 13,347 | $102.0 萬 | 0.65% | −609−4.4% | 減碼 |
| YHB Investment Advisors, Inc. | 13,585 | $103.9 萬 | 0.08% | +4,284+46.1% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 13,687 | $104.6 萬 | 0.31% | −8,599−38.6% | 減碼 |
| Clark Asset Management, LLC | 13,827 | $105.7 萬 | 0.12% | −820−5.6% | 減碼 |
| Sage Mountain Advisors LLC | 13,856 | $105.9 萬 | 0.06% | +3,026+27.9% | 加碼 |
| Waterloo Capital, L.P. | 13,882 | $106.1 萬 | 0.08% | +385+2.9% | 加碼 |
| M1 Capital Management LLC | 13,903 | $106.3 萬 | 0.46% | +20.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 13,940 | $106.6 萬 | 0.01% | +2,459+21.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 14,035 | $107.3 萬 | 0.03% | +1,198+9.3% | 加碼 |
| Parallel Advisors, LLC | 14,097 | $107.8 萬 | 0.02% | +3,164+28.9% | 加碼 |
| Frederick Financial Consultants, LLC | 14,277 | $109.2 萬 | 0.61% | +1,962+15.9% | 加碼 |
| Avidian Wealth Solutions, LLC | 14,301 | $109.3 萬 | 0.04% | +5,806+68.3% | 加碼 |
| Integrated Wealth Concepts LLC | 14,339 | $109.6 萬 | 0.01% | +3,099+27.6% | 加碼 |
| Central Trust Co | 14,463 | $110.6 萬 | 0.02% | −137−0.9% | 減碼 |
| Excalibur Management Corp | 14,494 | $110.8 萬 | 0.40% | +1,770+13.9% | 加碼 |
| WealthPLAN Partners, LLC | 14,616 | $111.7 萬 | 0.17% | +6,013+69.9% | 加碼 |
| Capital Management Associates, Inc | 14,655 | $112.0 萬 | 0.30% | −269−1.8% | 減碼 |
| Silver Oak Securities, Inc | 14,719 | $112.5 萬 | 0.08% | +614+4.4% | 加碼 |
| Empowered Funds, LLC | 14,726 | $112.6 萬 | 0.01% | +14,726 | 新進 |
| Ausdal Financial Partners, Inc. | 14,819 | $113.3 萬 | 0.06% | +10,089+213.3% | 加碼 |
| Capital Analysts, LLC | 14,833 | $113.4 萬 | 0.03% | +2,855+23.8% | 加碼 |
| Foronjy Financial LLC | 14,899 | $113.9 萬 | 0.50% | +14,899 | 新進 |
| Copia Wealth Management | 14,927 | $114.1 萬 | 0.85% | +17+0.1% | 加碼 |
| First Financial Bank - Trust Division | 15,176 | $116.0 萬 | 0.10% | 00.0% | 不變 |
| Auour Investments LLC | 15,247 | $116.6 萬 | 0.38% | +1,350+9.7% | 加碼 |
| Welch Group, LLC | 15,311 | $117.1 萬 | 0.05% | +15,311 | 新進 |
| Summit Financial, LLC | 15,590 | $119.2 萬 | 0.02% | +15,590 | 新進 |
| Financial Network Wealth Advisors LLC | 15,604 | $119.3 萬 | 1.30% | +2,628+20.3% | 加碼 |
| Advisory Alpha, LLC | 15,578 | $119.3 萬 | 0.03% | +15,578 | 新進 |
| Mattson Financial Services, LLC | 15,826 | $121.0 萬 | 0.29% | +221+1.4% | 加碼 |
| Paladin Wealth, LLC | 15,921 | $121.7 萬 | 0.88% | −207−1.3% | 減碼 |
| Alpha Cubed Investments, LLC | 16,051 | $122.7 萬 | 0.04% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 18,912 | $123.9 萬 | 0.20% | +351+1.9% | 加碼 |
| Brown Advisory Inc | 16,541 | $126.5 萬 | 0.00% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 16,558 | $126.6 萬 | 0.22% | −1,964−10.6% | 減碼 |
| Kendall Capital Management | 16,709 | $127.7 萬 | 0.29% | −345−2.0% | 減碼 |
| Caldwell Trust Co | 16,871 | $129.0 萬 | 0.12% | −10,180−37.6% | 減碼 |
| Pathway Financial Advisors LLC | 16,965 | $129.7 萬 | 0.17% | +770+4.8% | 加碼 |
| Warren Averett Asset Management, LLC | 17,119 | $130.9 萬 | 0.01% | +1,566+10.1% | 加碼 |
| Continuum Advisory, LLC | 17,139 | $131.0 萬 | 0.14% | −1,005−5.5% | 減碼 |
| Rakuten Securities, Inc. | 17,186 | $131.4 萬 | 0.48% | +983+6.1% | 加碼 |
| A4 Wealth Advisors LLC | 17,212 | $131.6 萬 | 1.11% | +17,212 | 新進 |
| WCG Wealth Advisors LLC | 17,217 | $131.6 萬 | 0.08% | −114−0.7% | 減碼 |
| S. R. Schill & Associates | 17,320 | $132.4 萬 | 0.93% | −938−5.1% | 減碼 |
| CX Institutional | 17,411 | $133.1 萬 | 0.04% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 18,070 | $138.1 萬 | 0.03% | +382+2.2% | 加碼 |
| Apollon Wealth Management, LLC | 18,108 | $138.4 萬 | 0.02% | −8,136−31.0% | 減碼 |