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 13F 持有人
World Gold Trust 在 2025/12/31 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
- 877
- 較 2025 年第 3 季 +131 家
- 持有股數
- 1.63 億
- 較 2025 年第 3 季 +974.7 萬 (+6.4%)
- 總市值
- $139.2 億
- 較 2025 年第 3 季 +$22.3 億 (+19.1%)
- 新進機構
- 187
- 另有 335 家加碼
- 清倉機構
- 56
- 另有 257 家減碼
另有 8 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Arwa LLC | 3,342 | $28.5 萬 | 0.17% | +3,342 | 新進 |
| Carnegie Capital Asset Management, LLC | 3,350 | $28.6 萬 | 0.01% | +3,350 | 新進 |
| Facet Wealth, Inc. | 2,692 | $28.7 萬 | 0.01% | +2,692 | 新進 |
| Tranquility Partners, LLC | 3,383 | $28.9 萬 | 0.10% | 00.0% | 不變 |
| Caliber Wealth Management, LLC | 3,385 | $28.9 萬 | 0.03% | +3,385 | 新進 |
| Resources Investment Advisors, LLC. | 3,431 | $29.3 萬 | 0.00% | +3,431 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,500 | $29.9 萬 | 0.08% | +500+16.7% | 加碼 |
| Stonebrook Private Inc. | 3,525 | $30.1 萬 | 0.06% | +206+6.2% | 加碼 |
| Barnett & Company, Inc. | 3,560 | $30.4 萬 | 0.24% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 3,560 | $30.4 萬 | 0.14% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,561 | $30.6 萬 | 0.01% | +1,851+108.2% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,586 | $30.6 萬 | 0.03% | −821−18.6% | 減碼 |
| Genesis Private Wealth, LLC | 3,687 | $31.5 萬 | 0.10% | +377+11.4% | 加碼 |
| Blue Water Asset Management | 3,696 | $31.6 萬 | 0.11% | +3,696 | 新進 |
| Woodmont Investment Counsel LLC | 3,734 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Paragon Advisors, LLC | 3,738 | $31.9 萬 | 0.09% | 00.0% | 不變 |
| LongView Wealth Management | 3,524 | $32.0 萬 | 0.08% | +85+2.5% | 加碼 |
| Equita Financial Network, Inc. | 3,755 | $32.1 萬 | 0.10% | +3,755 | 新進 |
| Asempa Wealth Advisors | 3,767 | $32.2 萬 | 0.28% | +3,767 | 新進 |
| Oregon Pacific Wealth Management, LLC | 3,776 | $32.2 萬 | 0.33% | −2,369−38.6% | 減碼 |
| Kaizen Financial Strategies | 3,780 | $32.3 萬 | 0.14% | +81+2.2% | 加碼 |
| Iron Financial, LLC | 3,811 | $32.5 萬 | 0.15% | +92+2.5% | 加碼 |
| Resurgent Financial Advisors LLC | 3,822 | $32.6 萬 | 0.16% | +145+3.9% | 加碼 |
| Aspiriant, LLC | 3,837 | $32.8 萬 | 0.01% | +3,837 | 新進 |
| Prospera Financial Services Inc | 3,849 | $32.9 萬 | 0.01% | +236+6.5% | 加碼 |
| Modern Wealth Management, LLC | 3,866 | $33.0 萬 | 0.01% | −3,513−47.6% | 減碼 |
| Entruity Wealth, LLC | 3,900 | $33.3 萬 | 0.24% | −87−2.2% | 減碼 |
| Balance Wealth, LLC | 3,904 | $33.3 萬 | 0.11% | −3,861−49.7% | 減碼 |
| Meeder Advisory Services, Inc. | 3,948 | $33.7 萬 | 0.01% | +3,948 | 新進 |
| Verdence Capital Advisors LLC | 3,950 | $33.7 萬 | 0.02% | −500−11.2% | 減碼 |
| Laurel Oak Wealth Management, LLC | 3,951 | $33.7 萬 | 0.06% | +3,951 | 新進 |
| First Heartland Consultants, Inc. | 3,956 | $33.8 萬 | 0.03% | −174−4.2% | 減碼 |
| Bell Investment Advisors, Inc | 3,985 | $34.0 萬 | 0.05% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 4,000 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 4,009 | $34.2 萬 | 0.16% | +4,009 | 新進 |
| Livet Wealth, LLC | 4,040 | $34.5 萬 | 0.21% | +4,040 | 新進 |
| Noesis Capital Mangement Corp | 4,055 | $34.6 萬 | 0.05% | 00.0% | 不變 |
| Access Investment Management LLC | 4,600 | $35.2 萬 | 0.09% | 00.0% | 不變 |
| Guidance Point Advisors, LLC | 4,122 | $35.2 萬 | 0.08% | +4,122 | 新進 |
| Beacon Financial Group | 4,159 | $35.5 萬 | 0.04% | +1,259+43.4% | 加碼 |
| Meredith Wealth Planning | 4,197 | $35.8 萬 | 0.11% | +152+3.8% | 加碼 |
| Greenleaf Trust | 4,204 | $35.9 萬 | 0.00% | −42−1.0% | 減碼 |
| Lee Financial Co | 4,220 | $36.0 萬 | 0.05% | −768−15.4% | 減碼 |
| Novem Group | 4,236 | $36.2 萬 | 0.04% | +721+20.5% | 加碼 |
| Corecam Pte. Ltd. | 4,270 | $36.5 萬 | 0.19% | +4,270 | 新進 |
| Tableaux LLC | 4,316 | $36.7 萬 | 0.26% | −3,744−46.5% | 減碼 |
| Wealthgarden F.S. LLC | 3,688 | $36.9 萬 | 0.24% | +15+0.4% | 加碼 |
| Net Worth Advisory Group | 4,357 | $37.2 萬 | 0.08% | +1,661+61.6% | 加碼 |
| Willis Johnson & Associates, Inc. | 4,374 | $37.3 萬 | 0.02% | −3,717−45.9% | 減碼 |
| Greenwich Wealth Management LLC | 4,378 | $37.4 萬 | 0.02% | +959+28.0% | 加碼 |
| Brookwood Investment Group LLC | 4,381 | $37.4 萬 | 0.05% | +4,381 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 4,424 | $37.8 萬 | 0.01% | +1,565+54.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,446 | $38.0 萬 | 0.03% | −267−5.7% | 減碼 |
| AlTi Global, Inc. | 4,518 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,538 | $38.7 萬 | 0.09% | +806+21.6% | 加碼 |
| Clifford Group, LLC | 4,563 | $39.0 萬 | 0.30% | +65+1.4% | 加碼 |
| Perigon Wealth Management, LLC | 4,577 | $39.1 萬 | 0.01% | −1,160−20.2% | 減碼 |
| Regions Financial Corp | 4,678 | $39.9 萬 | 0.00% | −51−1.1% | 減碼 |
| Hickory Point Bank & Trust | 4,685 | $40.0 萬 | 0.29% | +685+17.1% | 加碼 |
| Gibbs Wealth Management | 4,486 | $40.0 萬 | 0.10% | −7,184−61.6% | 減碼 |
| Aegis Wealth Management LLC | 4,698 | $40.1 萬 | 0.23% | +96+2.1% | 加碼 |
| Csenge Advisory Group | 4,720 | $40.3 萬 | 0.02% | −2,845−37.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,756 | $40.6 萬 | 0.02% | +470+11.0% | 加碼 |
| OneAscent Financial Services LLC | 4,842 | $41.3 萬 | 0.04% | +1,625+50.5% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 4,919 | $42.0 萬 | 0.07% | +1,789+57.2% | 加碼 |
| BKA Wealth Consulting, Inc. | 4,931 | $42.1 萬 | 0.35% | +30+0.6% | 加碼 |
| Vermillion Wealth Management, Inc. | 4,942 | $42.2 萬 | 0.17% | 00.0% | 不變 |
| Maripau Wealth Management LLC | 4,955 | $42.3 萬 | 0.19% | +490+11.0% | 加碼 |
| Absolute Capital Management, LLC | 4,956 | $42.3 萬 | 0.15% | +112+2.3% | 加碼 |
| Range Advisory, LLC | 5,014 | $42.8 萬 | 0.11% | +5,014 | 新進 |
| Family Wealth Group, LLC | 5,034 | $43.0 萬 | 0.27% | +505+11.2% | 加碼 |
| Spire Wealth Management | 5,035 | $43.0 萬 | 0.01% | −14−0.3% | 減碼 |
| GWN Securities Inc. | 5,036 | $43.0 萬 | 0.09% | +588+13.2% | 加碼 |
| Silverlake Wealth Management LLC | 5,138 | $43.9 萬 | 0.10% | +673+15.1% | 加碼 |
| Capstone Financial Advisors, Inc. | 5,139 | $43.9 萬 | 0.02% | −328−6.0% | 減碼 |
| Sowell Financial Services LLC | 5,142 | $43.9 萬 | 0.02% | −230−4.3% | 減碼 |
| HB Wealth Management, LLC | 5,205 | $44.4 萬 | 0.00% | +823+18.8% | 加碼 |
| Valeo Financial Advisors, LLC | 5,228 | $44.6 萬 | 0.01% | +1,194+29.6% | 加碼 |
| HM Payson & Co | 5,250 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Richards, Merrill & Peterson, Inc. | 5,340 | $45.6 萬 | 0.17% | +1,440+36.9% | 加碼 |
| Washington Trust Co | 5,343 | $45.6 萬 | 0.01% | +270+5.3% | 加碼 |
| Range Financial Group LLC | 5,345 | $45.6 萬 | 0.16% | +2,600+94.7% | 加碼 |
| Emergent Wealth Advisors, LLC | 5,439 | $46.4 萬 | 0.26% | +736+15.6% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 5,450 | $46.5 萬 | 0.17% | 00.0% | 不變 |
| First National Trust Co | 5,502 | $47.0 萬 | 0.02% | +944+20.7% | 加碼 |
| Almanack Investment Partners, LLC. | 5,505 | $47.0 萬 | 0.08% | −630−10.3% | 減碼 |
| McAdam, LLC | 5,579 | $47.6 萬 | 0.02% | −5−0.1% | 減碼 |
| Oceanside Advisors LLC | 5,596 | $47.8 萬 | 0.29% | −792−12.4% | 減碼 |
| Annex Advisory Services, LLC | 5,599 | $47.8 萬 | 0.01% | +5,599 | 新進 |
| K2 Financial Inc. | 5,430 | $48.1 萬 | 0.37% | −6,399−54.1% | 減碼 |
| Global View Capital Management LLC | 5,647 | $48.2 萬 | 0.09% | −1,193−17.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,685 | $48.5 萬 | 0.04% | +5,685 | 新進 |
| Axxcess Wealth Management, LLC | 5,723 | $48.9 萬 | 0.01% | −2,145−27.3% | 減碼 |
| Triad Wealth Partners, LLC | 5,741 | $49.0 萬 | 0.05% | +1,020+21.6% | 加碼 |
| Renaissance Technologies LLC | 5,800 | $49.5 萬 | 0.00% | −206,100−97.3% | 減碼 |
| Howard Bailey Securities, LLC | 5,822 | $49.7 萬 | 0.20% | +5,822 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 5,839 | $49.8 萬 | 0.04% | +625+12.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,910 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 5,923 | $50.6 萬 | 0.02% | +5,923 | 新進 |
| Anchor Investment Management, LLC | 5,949 | $50.8 萬 | 0.04% | 00.0% | 不變 |