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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 13,129 | $100.4 萬 | 0.03% | −3,411−20.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,777 | $100.2 萬 | 0.16% | −1,551−10.8% | 減碼 |
| HBW Advisory Services LLC | 13,077 | $100.0 萬 | 0.11% | +6,805+108.5% | 加碼 |
| Sovereign Financial Group, Inc. | 12,818 | $98.0 萬 | 0.18% | +3,249+34.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 12,713 | $97.2 萬 | 0.12% | +4,177+48.9% | 加碼 |
| Johnson Financial Group, Inc. | 12,674 | $96.9 萬 | 0.04% | 00.0% | 不變 |
| Lifelong Wealth Advisors, Inc. | 12,647 | $96.7 萬 | 0.29% | +697+5.8% | 加碼 |
| K2 Financial Inc. | 11,829 | $96.2 萬 | 0.77% | +4,929+71.4% | 加碼 |
| Smartleaf Asset Management LLC | 12,552 | $95.2 萬 | 0.06% | +6,218+98.2% | 加碼 |
| Wealthcare Capital Partners, LLC | 12,269 | $93.8 萬 | 0.43% | +6,552+114.6% | 加碼 |
| Destiny Capital Corp | 12,255 | $93.7 萬 | 0.51% | +419+3.5% | 加碼 |
| Belpointe Asset Management LLC | 12,249 | $93.6 萬 | 0.04% | +6,207+102.7% | 加碼 |
| Michael B. Yongue | 12,080 | $92.4 萬 | 0.65% | +1,056+9.6% | 加碼 |
| Interchange Capital Partners, LLC | 12,063 | $92.2 萬 | 0.18% | +7,357+156.3% | 加碼 |
| CIBC World Markets Inc. | 12,037 | $92.0 萬 | 0.00% | +12,037 | 新進 |
| MSH Capital Advisors LLC | 11,711 | $89.5 萬 | 0.24% | +671+6.1% | 加碼 |
| Gibbs Wealth Management | 11,670 | $89.2 萬 | 0.20% | +2,725+30.5% | 加碼 |
| MidWestOne Financial Group, Inc. | 11,659 | $89.1 萬 | 0.11% | −14,566−55.5% | 減碼 |
| DeDora Capital, Inc. | 11,635 | $88.9 萬 | 0.21% | +1,581+15.7% | 加碼 |
| Sheets Smith Wealth Management | 11,158 | $85.3 萬 | 0.10% | +90+0.8% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,135 | $85.1 萬 | 0.27% | −2,185−16.4% | 減碼 |
| Signal Advisors Wealth, LLC | 11,042 | $84.4 萬 | 0.08% | +3,608+48.5% | 加碼 |
| HSBC Holdings PLC | 11,033 | $84.3 萬 | 0.00% | −11,060−50.1% | 減碼 |
| FMR LLC | 10,975 | $83.9 萬 | 0.00% | +1,459+15.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,800 | $82.6 萬 | 0.03% | −100−0.9% | 減碼 |
| Meridian Wealth Management, LLC | 10,728 | $82.0 萬 | 0.03% | +10,728 | 新進 |
| Summit Wealth Group LLC | 22,316 | $81.8 萬 | 0.11% | +22,316 | 新進 |
| BlackRock, Inc. | 10,670 | $81.6 萬 | 0.00% | −512−4.6% | 減碼 |
| Triumph Capital Management | 10,641 | $81.4 萬 | 0.22% | +266+2.6% | 加碼 |
| Tempus Wealth Planning, LLC | 10,521 | $80.4 萬 | 0.18% | +34+0.3% | 加碼 |
| JT Stratford LLC | 10,511 | $80.4 萬 | 0.11% | +411+4.1% | 加碼 |
| Redwood Investment Management, LLC | 10,344 | $79.1 萬 | 0.09% | +1,125+12.2% | 加碼 |
| Wealthspire Advisors, LLC | 10,330 | $79.0 萬 | 0.00% | +2,064+25.0% | 加碼 |
| Sigma Planning Corp | 10,272 | $78.5 萬 | 0.02% | −1,080−9.5% | 減碼 |
| Ancora Advisors, LLC | 10,254 | $78.4 萬 | 0.02% | +2,035+24.8% | 加碼 |
| Wedmont Private Capital | 9,915 | $78.2 萬 | 0.03% | +9,915 | 新進 |
| Total Investment Management Inc | 10,044 | $76.8 萬 | 0.10% | −403−3.9% | 減碼 |
| Verus Capital Partners, LLC | 9,935 | $76.0 萬 | 0.06% | +4,104+70.4% | 加碼 |
| Indiana Trust & Investment Management CO | 9,500 | $72.6 萬 | 0.22% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,463 | $72.3 萬 | 0.04% | −92,905−90.8% | 減碼 |
| Principal Securities, Inc. | 9,453 | $72.3 萬 | 0.01% | +2,589+37.7% | 加碼 |
| Creative Financial Designs Inc | 9,445 | $72.2 萬 | 0.05% | −278−2.9% | 減碼 |
| 4WEALTH Advisors, Inc. | 9,288 | $71.0 萬 | 0.66% | −8−0.1% | 減碼 |
| Middleton & Co Inc | 9,151 | $70.0 萬 | 0.08% | 00.0% | 不變 |
| Wedbush Securities Inc | 8,971 | $68.6 萬 | 0.02% | +4,529+102.0% | 加碼 |
| WealthTrak Capital Management LLC | 8,781 | $67.1 萬 | 0.55% | +5,163+142.7% | 加碼 |
| HORAN Wealth, LLC | 8,772 | $67.1 萬 | 0.11% | +8,772 | 新進 |
| Mather Group, LLC. | 8,719 | $66.7 萬 | 0.01% | +76+0.9% | 加碼 |
| Shepherd Financial Partners LLC | 8,711 | $66.6 萬 | 0.06% | +8,711 | 新進 |
| Alpha Financial Partners, LLC | 8,695 | $66.5 萬 | 0.43% | +1,655+23.5% | 加碼 |
| Signet Financial Management, LLC | 8,652 | $66.1 萬 | 0.08% | +477+5.8% | 加碼 |
| Strategic Blueprint, LLC | 8,589 | $65.7 萬 | 0.03% | +585+7.3% | 加碼 |
| Brighton Jones LLC | 8,529 | $65.2 萬 | 0.02% | +8,529 | 新進 |
| Firethorn Wealth Partners, LLC | 8,515 | $65.1 萬 | 0.26% | +2,203+34.9% | 加碼 |
| Beacon Financial Advisory LLC | 8,478 | $64.8 萬 | 0.15% | +2,540+42.8% | 加碼 |
| Alesco Advisors LLC | 8,470 | $64.8 萬 | 0.02% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 8,348 | $63.8 萬 | 0.02% | +3,893+87.4% | 加碼 |
| ArborFi Advisors, LLC | 8,299 | $63.4 萬 | 0.52% | +8,299 | 新進 |
| Two Sigma Securities, LLC | 8,295 | $63.4 萬 | 0.09% | −24,477−74.7% | 減碼 |
| Crews Bank & Trust | 8,275 | $63.3 萬 | 0.09% | 00.0% | 不變 |
| Fundamentun, LLC | 8,162 | $62.4 萬 | 0.03% | 00.0% | 不變 |
| Wealthcare Capital Management LLC | 8,104 | $62.0 萬 | 0.06% | +8,104 | 新進 |
| Willis Johnson & Associates, Inc. | 8,091 | $61.9 萬 | 0.04% | −980−10.8% | 減碼 |
| Tableaux LLC | 8,060 | $61.6 萬 | 0.25% | −6,611−45.1% | 減碼 |
| Compass Financial Services Inc | 7,940 | $60.7 萬 | 0.27% | +5,693+253.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 7,899 | $60.4 萬 | 0.02% | −402−4.8% | 減碼 |
| Axxcess Wealth Management, LLC | 7,868 | $60.2 萬 | 0.01% | −1,314−14.3% | 減碼 |
| Peak Retirement Planning, Inc. | 7,852 | $60.0 萬 | 0.17% | +3,668+87.7% | 加碼 |
| Modera Wealth Management, LLC | 7,791 | $59.6 萬 | 0.01% | 00.0% | 不變 |
| Balance Wealth, LLC | 7,765 | $59.4 萬 | 0.15% | +7,765 | 新進 |
| Denver Wealth Management, Inc. | 7,741 | $59.2 萬 | 0.22% | −52−0.7% | 減碼 |
| RDA Financial Network | 7,674 | $58.7 萬 | 0.14% | +2,886+60.3% | 加碼 |
| Gen-Wealth Partners Inc | 7,628 | $58.3 萬 | 0.20% | +3,173+71.2% | 加碼 |
| Motiv8 Investments LLC | 7,592 | $58.0 萬 | 0.31% | −46,861−86.1% | 減碼 |
| Tactive Advisors, LLC | 7,574 | $57.9 萬 | 0.16% | +46+0.6% | 加碼 |
| Csenge Advisory Group | 7,565 | $57.8 萬 | 0.03% | +2,410+46.8% | 加碼 |
| Clearview Wealth Advisors LLC | 7,542 | $57.7 萬 | 0.37% | +523+7.5% | 加碼 |
| Sutton Place Investors LLC | 7,500 | $57.3 萬 | 0.33% | +1,983+35.9% | 加碼 |
| Hobbs Wealth Management, LLC | 7,458 | $57.0 萬 | 0.48% | +1,864+33.3% | 加碼 |
| Modern Wealth Management, LLC | 7,379 | $56.4 萬 | 0.01% | +894+13.8% | 加碼 |
| MKT Advisors LLC | 7,304 | $55.9 萬 | 0.21% | +2,522+52.7% | 加碼 |
| Advisors Capital Management, LLC | 7,282 | $55.7 萬 | 0.01% | −314−4.1% | 減碼 |
| Intrua Financial, LLC | 7,281 | $55.7 萬 | 0.07% | +4+0.1% | 加碼 |
| Flputnam Investment Management Co | 7,278 | $55.6 萬 | 0.01% | −3,501−32.5% | 減碼 |
| Regimen Wealth, LLC | 7,229 | $55.3 萬 | 0.16% | +1,010+16.2% | 加碼 |
| Appleton Partners Inc | 7,199 | $55.0 萬 | 0.04% | +1,779+32.8% | 加碼 |
| Fullcircle Wealth LLC | 7,002 | $54.6 萬 | 0.19% | +2,377+51.4% | 加碼 |
| Diversify Wealth Management, LLC | 6,731 | $53.4 萬 | 0.03% | −1,154−14.6% | 減碼 |
| Savant Capital, LLC | 6,934 | $53.0 萬 | 0.00% | +2,223+47.2% | 加碼 |
| Global View Capital Management LLC | 6,840 | $52.3 萬 | 0.11% | −314−4.4% | 減碼 |
| MBE Wealth Management, LLC | 6,770 | $51.8 萬 | 0.22% | −1,102−14.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,661 | $50.9 萬 | 0.01% | +1,253+23.2% | 加碼 |
| Fiduciary Trust Co | 6,660 | $50.9 萬 | 0.01% | +107+1.6% | 加碼 |
| RMR Wealth Builders | 6,616 | $50.6 萬 | 0.04% | +6,616 | 新進 |
| Florida Financial Advisors, LLC | 6,613 | $50.6 萬 | 0.16% | +214+3.3% | 加碼 |
| High Falls Advisors, Inc | 6,601 | $50.5 萬 | 0.10% | +6,601 | 新進 |
| Private Trust Co NA | 6,510 | $49.8 萬 | 0.04% | +2,398+58.3% | 加碼 |
| Catalina Capital Group, LLC | 6,491 | $49.6 萬 | 0.31% | +1,626+33.4% | 加碼 |
| OMNI 360 Wealth, Inc. | 6,408 | $49.0 萬 | 0.27% | +1,077+20.2% | 加碼 |
| Oceanside Advisors LLC | 6,388 | $48.8 萬 | 0.31% | −104−1.6% | 減碼 |