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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 100,658 | $769.5 萬 | 0.49% | +9,817+10.8% | 加碼 |
| Financial Enhancement Group LLC | 96,581 | $773.5 萬 | 1.04% | −11,830−10.9% | 減碼 |
| Zhang Financial LLC | 104,513 | $799.0 萬 | 0.32% | −376−0.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104,702 | $800.4 萬 | 0.26% | −1,051−1.0% | 減碼 |
| Versant Capital Management, Inc | 105,386 | $805.7 萬 | 1.10% | −11,011−9.5% | 減碼 |
| AMJ Financial Wealth Management | 105,484 | $806.4 萬 | 1.95% | −3,923−3.6% | 減碼 |
| Park Avenue Securities LLC | 105,572 | $807.1 萬 | 0.06% | +34,976+49.5% | 加碼 |
| Abound Financial, LLC | 105,603 | $807.3 萬 | 3.23% | −13,119−11.1% | 減碼 |
| Managed Asset Portfolios, LLC | 107,016 | $818.1 萬 | 1.01% | −1,310−1.2% | 減碼 |
| Lido Advisors, LLC | 107,195 | $819.5 萬 | 0.03% | +54,423+103.1% | 加碼 |
| Copley Financial Group, Inc. | 108,563 | $830.0 萬 | 5.68% | −9,970−8.4% | 減碼 |
| Avos Capital Management, LLC | 110,641 | $845.9 萬 | 3.95% | +14,365+14.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 112,387 | $851.2 萬 | 0.02% | +30,248+36.8% | 加碼 |
| Oppenheimer & Co Inc | 111,989 | $856.2 萬 | 0.10% | +111,989 | 新進 |
| Walkner Condon Financial Advisors LLC | 112,613 | $860.9 萬 | 1.36% | +16,004+16.6% | 加碼 |
| AIFG Consultants Ltd. | 114,374 | $874.4 萬 | 15.42% | −14,639−11.3% | 減碼 |
| Horst & Graben Wealth Management LLC | 114,645 | $876.5 萬 | 1.34% | +40,187+54.0% | 加碼 |
| StoneX Group Inc. | 117,442 | $897.8 萬 | 0.39% | +117,442 | 新進 |
| Chatham Capital Group, Inc. | 120,341 | $920.0 萬 | 1.32% | +1,020+0.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 120,546 | $921.6 萬 | 0.44% | −1,060−0.9% | 減碼 |
| Hudson Capital Management LLC | 121,660 | $930.1 萬 | 2.47% | −5,593−4.4% | 減碼 |
| Clark Capital Management Group, Inc. | 121,808 | $931.2 萬 | 0.06% | +22,557+22.7% | 加碼 |
| Ameritas Advisory Services, LLC | 126,691 | $968.6 萬 | 0.63% | +84,516+200.4% | 加碼 |
| Journey Strategic Wealth LLC | 129,129 | $987.2 萬 | 0.28% | +5,440+4.4% | 加碼 |
| Accretive Wealth Partners, LLC | 130,421 | $997.1 萬 | 3.04% | +3,468+2.7% | 加碼 |
| Retirement Income Solutions, Inc | 133,593 | $1,021 萬 | 1.75% | −1,628−1.2% | 減碼 |
| Lam Group, Inc. | 134,055 | $1,025 萬 | 6.35% | +4,170+3.2% | 加碼 |
| Cardinal Strategic Wealth Guidance | 134,792 | $1,030 萬 | 2.77% | +8,445+6.7% | 加碼 |
| Wealth Advisory Solutions, LLC | 135,802 | $1,038 萬 | 2.51% | +4,896+3.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 136,425 | $1,043 萬 | 2.03% | −317−0.2% | 減碼 |
| Synovus Financial Corp | 139,845 | $1,069 萬 | 0.12% | +5,148+3.8% | 加碼 |
| Plum Street Advisors, LLC | 141,493 | $1,082 萬 | 4.18% | +141,493 | 新進 |
| R. W. Roge & Company, Inc. | 145,566 | $1,113 萬 | 5.71% | +6,279+4.5% | 加碼 |
| Kestra Advisory Services, LLC | 152,520 | $1,166 萬 | 0.05% | +6,764+4.6% | 加碼 |
| Buck Wealth Strategies, LLC | 152,647 | $1,167 萬 | 1.60% | +12,680+9.1% | 加碼 |
| Truist Financial Corp | 153,999 | $1,177 萬 | 0.02% | +24,046+18.5% | 加碼 |
| Austin Private Wealth, LLC | 155,603 | $1,190 萬 | 0.92% | +45,952+41.9% | 加碼 |
| New Perspectives, Inc | 157,803 | $1,206 萬 | 5.40% | +2,633+1.7% | 加碼 |
| IHT Wealth Management, LLC | 157,768 | $1,212 萬 | 0.31% | +129,231+452.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 158,628 | $1,213 萬 | 0.25% | +104,755+194.4% | 加碼 |
| Citadel Advisors LLC | 159,879 | $1,222 萬 | 0.01% | +108,037+208.4% | 加碼 |
| LWM Advisory Services, LLC | 161,495 | $1,235 萬 | 7.20% | −97,735−37.7% | 減碼 |
| Quent Capital, LLC | 164,228 | $1,256 萬 | 1.05% | +17,132+11.6% | 加碼 |
| Avid Wealth Partners LLC | 165,878 | $1,268 萬 | 6.30% | +9,357+6.0% | 加碼 |
| Sage Private Wealth Group, LLC | 170,626 | $1,304 萬 | 7.25% | −5,335−3.0% | 減碼 |
| Alaska Permanent Fund Corp | 171,000 | $1,354 萬 | 0.81% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 167,678 | $1,362 萬 | 1.01% | +47,344+39.3% | 加碼 |
| Harbor Investment Advisory, LLC | 179,260 | $1,370 萬 | 1.13% | −4,194−2.3% | 減碼 |
| China Universal Asset Management Co., Ltd. | 189,200 | $1,446 萬 | 1.20% | 00.0% | 不變 |
| Encompass More Asset Management | 193,020 | $1,476 萬 | 2.84% | −21,377−10.0% | 減碼 |
| GWM Advisors LLC | 193,522 | $1,479 萬 | 0.07% | +40,912+26.8% | 加碼 |
| Gould Asset Management LLC | 196,091 | $1,499 萬 | 2.78% | −39,987−16.9% | 減碼 |
| Warren Street Wealth Advisors, LLC | 198,129 | $1,515 萬 | 4.54% | −45,063−18.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 203,922 | $1,559 萬 | 0.18% | +51,251+33.6% | 加碼 |
| Medici Capital LLC | 204,026 | $1,560 萬 | 11.60% | 00.0% | 不變 |
| Bank of Nova Scotia | 204,600 | $1,564 萬 | 0.03% | −195,400−48.9% | 減碼 |
| Altfest L J & Co Inc | 207,388 | $1,585 萬 | 1.77% | +12,305+6.3% | 加碼 |
| CoreCap Advisors, LLC | 208,888 | $1,597 萬 | 0.58% | +1,379+0.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 211,523 | $1,617 萬 | 0.10% | +6,697+3.3% | 加碼 |
| Renaissance Technologies LLC | 211,900 | $1,620 萬 | 0.02% | +211,900 | 新進 |
| Deutsche Bank AG | 220,100 | $1,683 萬 | 0.01% | −17,842−7.5% | 減碼 |
| Nottingham Advisors, Inc. | 222,584 | $1,702 萬 | 2.36% | +9,594+4.5% | 加碼 |
| Timber Creek Capital Management LLC | 224,139 | $1,714 萬 | 4.14% | −1,230−0.5% | 減碼 |
| Coco Enterprises, LLC | 236,351 | $1,811 萬 | 9.56% | −332−0.1% | 減碼 |
| Penserra Capital Management LLC | 236,985 | $1,812 萬 | 0.22% | +42,112+21.6% | 加碼 |
| AE Wealth Management LLC | 241,337 | $1,845 萬 | 0.12% | +71,845+42.4% | 加碼 |
| Continuum Wealth Advisors, LLC | 245,215 | $1,875 萬 | 7.99% | +17,640+7.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 247,700 | $1,894 萬 | 0.06% | +26,500+12.0% | 加碼 |
| MML Investors Services, LLC | 248,182 | $1,897 萬 | 0.05% | +41,298+20.0% | 加碼 |
| Peak Financial Advisors LLC | 249,333 | $1,906 萬 | 9.15% | +600+0.2% | 加碼 |
| Miracle Mile Advisors, LLC | 251,640 | $1,924 萬 | 0.29% | −7,296−2.8% | 減碼 |
| Evercore Wealth Management, LLC | 251,757 | $1,925 萬 | 0.28% | +143,322+132.2% | 加碼 |
| NavPoint Financial, Inc. | 253,560 | $1,938 萬 | 10.17% | −2,796−1.1% | 減碼 |
| Brandywine Oak Private Wealth LLC | 257,933 | $1,972 萬 | 1.71% | −18,480−6.7% | 減碼 |
| McMorgan & Co LLC | 266,857 | $2,040 萬 | 3.14% | −19,801−6.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 282,645 | $2,228 萬 | 0.03% | +59,622+26.7% | 加碼 |
| Austin Wealth Management, LLC | 276,759 | $2,247 萬 | 3.53% | +7,765+2.9% | 加碼 |
| Commonwealth Equity Services, LLC | 298,625 | $2,283 萬 | 0.03% | +101,812+51.7% | 加碼 |
| Assetmark, Inc | 322,731 | $2,467 萬 | 0.05% | −16,037−4.7% | 減碼 |
| Quadrature Capital Ltd | 329,436 | $2,518 萬 | 0.30% | −271,985−45.2% | 減碼 |
| Mariner, LLC | 331,050 | $2,531 萬 | 0.03% | +75,675+29.6% | 加碼 |
| CI Private Wealth, LLC | 341,919 | $2,614 萬 | 0.04% | +26,322+8.3% | 加碼 |
| Evernest Financial Advisors, LLC | 358,715 | $2,742 萬 | 7.68% | −38,227−9.6% | 減碼 |
| Baird Financial Group, Inc. | 359,488 | $2,748 萬 | 0.04% | +9,457+2.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 368,794 | $2,819 萬 | 5.57% | −3,603−1.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 369,561 | $2,825 萬 | 0.02% | +16,773+4.8% | 加碼 |
| Sentinel Pension Advisors Inc | 386,642 | $2,956 萬 | 4.73% | −53,856−12.2% | 減碼 |
| Bangor Savings Bank | 436,528 | $3,337 萬 | 2.78% | +11,657+2.7% | 加碼 |
| SNS Financial Group, LLC | 437,944 | $3,348 萬 | 2.91% | −10,812−2.4% | 減碼 |
| Nissay Asset Management Corp | 446,941 | $3,417 萬 | 0.19% | +148,268+49.6% | 加碼 |
| Tradewinds Capital Management, LLC | 463,681 | $3,545 萬 | 7.96% | +2,604+0.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 466,647 | $3,568 萬 | 0.92% | −1,474−0.3% | 減碼 |
| Main Street Research LLC | 466,864 | $3,569 萬 | 1.93% | +18,377+4.1% | 加碼 |
| Cetera Investment Advisers | 476,389 | $3,642 萬 | 0.04% | +151,417+46.6% | 加碼 |
| Confluence Investment Management LLC | 488,393 | $3,734 萬 | 0.53% | −37,213−7.1% | 減碼 |
| SBI Securities Co., Ltd. | 499,243 | $3,817 萬 | 0.99% | +115,380+30.1% | 加碼 |
| Diversify Advisory Services, LLC | 484,161 | $3,843 萬 | 1.29% | +14,409+3.1% | 加碼 |
| MBL Wealth, LLC | 516,830 | $3,951 萬 | 3.45% | +6,430+1.3% | 加碼 |
| Farther Finance Advisors, LLC | 541,467 | $4,139 萬 | 0.63% | +28,037+5.5% | 加碼 |
| Capital Planning Advisors, LLC | 547,323 | $4,184 萬 | 5.75% | −2,947−0.5% | 減碼 |