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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 4 季與 2025 年第 3 季比較

持有 World Gold Trust 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

GLDM 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數7548877+131
股數1.53 億20.6 萬1.63 億+974.7 萬 (+6.4%)
市值$117.0 億$1,571 萬$139.2 億+$22.3 億 (+19.1%)

8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(187 家)

2025 年第 4 季季末持有 World Gold Trust、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 187 家。

2025 年第 4 季新進 GLDM 的機構
機構股數市值佔組合 %
Prudential Financial Inc2,637,892$2.27 億0.27%
Payden & Rygel1,300,000$1.11 億7.72%
Argos Wealth Advisors, LLC790,297$6,747 萬19.69%
Verde Servicos Internacionais S.A.366,337$3,127 萬10.03%
Nearwater Capital Markets, Ltd276,600$2,361 萬0.40%
Summitas Investment Management LLC255,156$2,178 萬16.39%
Alvarez & Marsal Private Wealth Partners, LLC240,000$2,049 萬3.94%
McAlvany Wealth Management LLC161,505$1,379 萬10.54%
Brindle & Bay Financial Advisors, LLC144,578$1,234 萬8.21%
Intesa Sanpaolo Wealth Management139,117$1,188 萬2.46%
Napier Financial, LLC115,535$986.3 萬2.46%
RM Financial Services, LLC112,169$957.6 萬8.50%
Wilkerson Advisory Group LLC101,094$863.0 萬3.04%
Kraft, Davis & Associates, LLC94,685$859.4 萬1.93%
Pinnacle Financial Partners, Inc.99,851$852.5 萬0.06%
Chatterton & Associates Inc.95,051$811.5 萬6.95%
Alliance Wealth Advisors, LLC87,251$744.9 萬1.61%
Pitcairn Wealth Advisors LLC83,647$714.1 萬0.64%
John Boyer, Inc.82,335$702.9 萬7.16%
Money Concepts Capital Corp79,945$682.5 萬0.38%
Palladiem, LLC75,597$648.9 萬6.15%
Sankala Group LLC52,034$541.9 萬4.33%
OakTrust Wealth Advisors, LLC63,124$538.9 萬4.97%
Aureum Wealth Management, LLC58,465$499.1 萬4.63%
GeoWealth Management, LLC54,347$464.0 萬0.17%
Omnitrust Wealth Management, Inc53,459$456.4 萬5.80%
Forbes Financial Planning, Inc.50,379$430.2 萬2.51%
Jacobi Capital Management LLC49,413$421.8 萬0.24%
Churchill Financial Advisors, LLC48,907$417.5 萬1.28%
Graetz Wealth LLC40,922$349.3 萬3.18%
Daviman Financial, LLC35,370$302.0 萬1.77%
Capital Financial Group Inc34,554$295.0 萬1.65%
Hudson Oak Wealth Advisory LLC33,663$287.4 萬2.54%
Susquehanna International Group, LLP33,167$283.1 萬0.00%
Financial Planning Hawaii, Inc.32,980$281.6 萬1.62%
Citizens Financial Group Inc32,207$275.0 萬0.04%
Wellington-Altus USA Inc.27,624$235.8 萬1.75%
RCW Management, LLC27,597$235.6 萬2.38%
Curry Webb Wealth Management LLC26,773$228.6 萬1.13%
AA Financial Advisors, LLC26,501$226.2 萬0.42%
Certified Advisory Corp24,211$206.7 萬0.19%
DV Trading LLC23,846$203.6 萬0.18%
Lloyd Advisory Services, LLC.23,040$196.7 萬0.76%
EP Wealth Advisors, LLC18,979$162.0 萬0.01%
Caerus Investment Advisors, LLC16,969$144.9 萬0.48%
Curtis Wealth Management LLC14,474$144.8 萬1.26%
Entrust Financial LLC16,775$143.2 萬1.06%
Advisor Resource Council15,344$141.1 萬0.50%
WealthPoint Financial, LLC16,141$137.8 萬1.20%
FRG Family Wealth Advisors LLC15,655$133.6 萬0.21%
Kera Capital Partners, Inc.13,822$132.7 萬0.16%
SHP Wealth Management14,346$122.5 萬0.10%
Hopwood Nicholas Hunter13,388$114.3 萬0.37%
Gambit Capital Management, LLC13,348$114.0 萬0.82%
Quantify Chaos Advisors, LLC13,143$112.2 萬3.40%
Cassilly Financial Group LLC12,965$110.7 萬0.98%
CacheTech Inc.12,113$103.4 萬0.19%
SVRN Asset Management, LLC11,947$102.0 萬0.84%
HighPoint Advisor Group LLC11,859$101.2 萬0.02%
Quantinno Capital Management LP11,338$96.8 萬0.00%
JBR Co Financial Management Inc11,190$95.5 萬0.40%
Kovack Advisors, Inc.10,677$91.1 萬0.04%
Saxony Capital Management, LLC10,576$90.3 萬0.55%
Keudell/Morrison Wealth Management10,442$89.1 萬0.19%
Focused Alpha, LLC10,040$85.7 萬0.25%
Daymark Wealth Partners, LLC9,820$83.8 萬0.03%
Integrated Wealth Management9,783$83.5 萬0.94%
Betterment LLC9,133$78.0 萬0.00%
BCM Advisors, LLC7,854$77.4 萬0.15%
XML Financial, LLC8,861$75.6 萬0.06%
Proficio Capital Partners LLC8,685$74.1 萬0.05%
Colony Group, LLC8,669$74.0 萬0.00%
SOL Capital Management CO8,150$69.6 萬0.06%
Safe Harbor Wealth Advisors, LLC6,861$66.7 萬0.65%
Latitude Advisors, LLC7,582$64.7 萬0.28%
Pensionmark Financial Group, LLC7,210$61.6 萬0.01%
Oakmont Advisory Group, LLC7,001$59.8 萬0.64%
Miller Global Investments, LLC6,994$59.7 萬0.54%
Hamilton Capital, LLC6,674$57.0 萬0.03%
Standard Life Aberdeen plc6,561$56.0 萬0.00%
Sentinel Trust Co Lba6,355$54.3 萬0.05%
Decker Wealth Management LLC6,335$54.1 萬0.12%
King Wealth6,301$53.8 萬0.06%
Ares Financial Consulting, LLC6,142$52.4 萬0.50%
Souders Financial Advisors6,010$51.3 萬0.06%
Bauman Advisory Group, LLC5,997$51.2 萬0.41%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,959$50.9 萬0.06%
Kingswood Wealth Advisors, LLC5,923$50.6 萬0.02%
Howard Bailey Securities, LLC5,822$49.7 萬0.20%
Harbor Capital Advisors, Inc.5,685$48.5 萬0.04%
Annex Advisory Services, LLC5,599$47.8 萬0.01%
Range Advisory, LLC5,014$42.8 萬0.11%
Brookwood Investment Group LLC4,381$37.4 萬0.05%
Corecam Pte. Ltd.4,270$36.5 萬0.19%
Guidance Point Advisors, LLC4,122$35.2 萬0.08%
Livet Wealth, LLC4,040$34.5 萬0.21%
Heritage Family Offices, LLP4,009$34.2 萬0.16%
Laurel Oak Wealth Management, LLC3,951$33.7 萬0.06%
Meeder Advisory Services, Inc.3,948$33.7 萬0.01%
Aspiriant, LLC3,837$32.8 萬0.01%

清倉機構(56 家)

2025 年第 3 季季末持有 World Gold Trust、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 GLDM 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Mizuho Bank, Ltd.1,802,000$1.38 億
Manufacturers Life Insurance Company, The554,924$4,242 萬
CI Private Wealth, LLC341,919$2,614 萬
Quadrature Capital Ltd329,436$2,518 萬
Alaska Permanent Fund Corp171,000$1,354 萬
Sterling Investment Advisors, Ltd.136,425$1,043 萬
Oppenheimer & Co Inc111,989$856.2 萬
PFG Private Wealth Management, LLC94,431$721.9 萬
Certior Financial Group, LLC78,772$602.2 萬
Reyes Financial Architecture, Inc.60,141$459.8 萬
Pitcairn Co55,539$424.6 萬
Global Retirement Partners, LLC47,412$362.5 萬
Synergy Financial Management, LLC44,038$288.5 萬
Flow Traders U.S. LLC32,152$245.8 萬
Cambridge Associates LLC30,631$234.2 萬
Arcus Capital Partners, LLC26,210$200.4 萬
Allworth Financial LP25,508$195.0 萬
Empowered Funds, LLC14,726$112.6 萬
Excalibur Management Corp14,494$110.8 萬
Summit Wealth Group LLC22,316$81.8 萬
HORAN Wealth, LLC8,772$67.1 萬
Brighton Jones LLC8,529$65.2 萬
Two Sigma Securities, LLC8,295$63.4 萬
Buckingham Strategic Partners6,340$48.6 萬
Requisite Capital Management, LLC6,139$46.9 萬
Heritage Investors Management Corp5,760$44.0 萬
VisionPoint Advisory Group, LLC4,713$36.0 萬
Blue Barn Wealth, LLC4,641$35.5 萬
XTX Topco Ltd4,236$32.4 萬
Mach-1 Financial Group, Inc.4,159$31.8 萬
Comprehensive Money Management Services LLC4,135$31.6 萬
Accredited Investors Inc.3,965$30.3 萬
Gateway Wealth Partners, LLC3,447$26.4 萬
Exencial Wealth Advisors, LLC3,279$25.1 萬
Independent Advisor Alliance3,058$23.4 萬
Heritage Investment Group, Inc.2,929$22.4 萬
Accurate Wealth Management, LLC2,696$22.1 萬
Financial Sense Advisors, Inc.2,870$21.9 萬
May Hill Capital, LLC2,777$21.2 萬
Blackston Financial Advisory Group, LLC2,753$21.0 萬
Raleigh Capital Management Inc.1,613$12.3 萬
Transce3nd, LLC1,915$10.3 萬
GPS Wealth Strategies Group, LLC1,350$10.3 萬
Northwest Capital Management Inc1,022$7.81 萬
Family Legacy Financial Solutions, LLC475$3.63 萬
Keener Financial Planning LLC283$2.10 萬
Salem Investment Counselors Inc252$1.93 萬
National Bank of Canada235$1.79 萬
Main Street Group, LTD227$1.74 萬
Pacifica Partners Inc.140$1.07 萬
JPL Wealth Management, LLC126$9,633
Innovative Advisory Group, LLC100$7,645
Wealth Watch Advisors, INC69$5,275
Ronald Blue Trust, Inc.50$3,823
Centerpoint Advisors, LLC11$1,000
Glen Eagle Advisors, LLC11$841

尚未申報 2025 年第 4 季的機構(8 家)

2025 年第 3 季季末持有 World Gold Trust、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 GLDM、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Synovus Financial Corp139,845$1,069 萬
Hutchinson Financial Advisors, INC48,768$372.5 萬
Fullcircle Wealth LLC7,002$54.6 萬
LexAurum Advisors, LLC5,101$39.0 萬
Pineridge Advisors LLC4,465$34.1 萬
Accredited Wealth Management, LLC343$9,557
Creekmur Asset Management LLC50$3,823
Guerra Advisors Inc0$23