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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 33,167 | $283.1 萬 | 0.00% | +33,167 | 新進 |
| Financial Planning Hawaii, Inc. | 32,980 | $281.6 萬 | 1.62% | +32,980 | 新進 |
| Vantage Point Financial LLC | 32,671 | $278.9 萬 | 1.00% | +5,925+22.2% | 加碼 |
| Kickstand Ventures, LLC. | 32,510 | $277.5 萬 | 0.58% | +2,732+9.2% | 加碼 |
| Collaborative Wealth Managment Inc. | 32,398 | $276.6 萬 | 0.97% | +6,746+26.3% | 加碼 |
| Leo Wealth, LLC | 32,381 | $276.4 萬 | 0.20% | +3,968+14.0% | 加碼 |
| Genesis Wealth Advisors, LLC | 32,341 | $276.1 萬 | 1.89% | +622+2.0% | 加碼 |
| Sovran Advisors, LLC | 30,282 | $276.0 萬 | 0.23% | −3,019−9.1% | 減碼 |
| Citizens Financial Group Inc | 32,207 | $275.0 萬 | 0.04% | +32,207 | 新進 |
| Independent Financial Group, LLC | 32,164 | $274.6 萬 | 0.06% | +944+3.0% | 加碼 |
| Wealthspire Advisors, LLC | 31,829 | $271.7 萬 | 0.02% | +21,499+208.1% | 加碼 |
| Headlands Technologies LLC | 30,543 | $260.7 萬 | 0.22% | +4,718+18.3% | 加碼 |
| Choate Investment Advisors | 30,521 | $260.6 萬 | 0.05% | +4,096+15.5% | 加碼 |
| Magnolia Private Wealth, LLC | 30,348 | $259.1 萬 | 1.81% | −18,317−37.6% | 減碼 |
| Rakuten Securities, Inc. | 29,924 | $255.5 萬 | 0.83% | +12,738+74.1% | 加碼 |
| Forbes J M & Co LLP | 29,211 | $249.4 萬 | 0.20% | +500+1.7% | 加碼 |
| Focus Financial Network, Inc. | 28,968 | $247.3 萬 | 0.09% | +99+0.3% | 加碼 |
| Simplicity Wealth,LLC | 28,604 | $244.2 萬 | 0.15% | −568−1.9% | 減碼 |
| PDS Planning, Inc | 28,495 | $243.3 萬 | 0.16% | +235+0.8% | 加碼 |
| Aspetuck Financial Management LLC | 28,295 | $241.6 萬 | 1.62% | +162+0.6% | 加碼 |
| Gradient Capital Advisors, LLC | 27,818 | $237.5 萬 | 0.61% | −2,402−7.9% | 減碼 |
| Wellington-Altus USA Inc. | 27,624 | $235.8 萬 | 1.75% | +27,624 | 新進 |
| RCW Management, LLC | 27,597 | $235.6 萬 | 2.38% | +27,597 | 新進 |
| Mission Wealth Management, LP | 27,438 | $234.2 萬 | 0.05% | −5,771−17.4% | 減碼 |
| WCG Wealth Advisors LLC | 27,437 | $234.2 萬 | 0.07% | +10,220+59.4% | 加碼 |
| Caitlin John, LLC | 27,107 | $231.4 萬 | 1.52% | +7,528+38.4% | 加碼 |
| Curry Webb Wealth Management LLC | 26,773 | $228.6 萬 | 1.13% | +26,773 | 新進 |
| Larson Financial Group LLC | 26,623 | $227.3 萬 | 0.08% | +21,647+435.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 25,500 | $226.8 萬 | 0.05% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 26,501 | $226.2 萬 | 0.42% | +26,501 | 新進 |
| Brown Financial Advisors | 26,480 | $226.1 萬 | 0.83% | −1,171−4.2% | 減碼 |
| Maia Wealth LLC | 23,157 | $225.2 萬 | 0.38% | −7,157−23.6% | 減碼 |
| Sage Mountain Advisors LLC | 26,193 | $223.6 萬 | 0.12% | +12,337+89.0% | 加碼 |
| One Charles Private Wealth Services, LLC | 25,976 | $221.8 萬 | 0.57% | +120+0.5% | 加碼 |
| Visionary Wealth Advisors | 25,786 | $220.1 萬 | 0.10% | −3,358−11.5% | 減碼 |
| Tradition Wealth Management, LLC | 25,767 | $220.0 萬 | 0.16% | −143−0.6% | 減碼 |
| Brown Miller Wealth Management, LLC | 25,753 | $219.9 萬 | 0.61% | +1,290+5.3% | 加碼 |
| Hutchinson Capital Management | 25,437 | $217.2 萬 | 0.37% | 00.0% | 不變 |
| Guggenheim Capital LLC | 25,340 | $216.3 萬 | 0.02% | +924+3.8% | 加碼 |
| Holistic Planning, LLC | 24,914 | $212.7 萬 | 0.45% | +4,093+19.7% | 加碼 |
| Arete Wealth Advisors, LLC | 24,853 | $212.2 萬 | 0.15% | −32,181−56.4% | 減碼 |
| Bravias Capital Group, LLC | 24,773 | $211.5 萬 | 1.28% | +3,060+14.1% | 加碼 |
| Wealth Management Nebraska | 24,616 | $210.1 萬 | 0.24% | +3,426+16.2% | 加碼 |
| Fiduciary Trust Co | 24,468 | $208.9 萬 | 0.02% | +17,808+267.4% | 加碼 |
| Certified Advisory Corp | 24,211 | $206.7 萬 | 0.19% | +24,211 | 新進 |
| SeaCrest Wealth Management, LLC | 23,350 | $205.7 萬 | 0.21% | −5,263−18.4% | 減碼 |
| Merkkuri Wealth Advisors LLC | 24,032 | $205.2 萬 | 1.40% | +803+3.5% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 23,979 | $204.7 萬 | 0.24% | +4,115+20.7% | 加碼 |
| DV Trading LLC | 23,846 | $203.6 萬 | 0.18% | +23,846 | 新進 |
| Biltmore Family Office, LLC | 23,626 | $201.7 萬 | 0.28% | −1,500−6.0% | 減碼 |
| Sargent Investment Group, LLC | 23,390 | $199.7 萬 | 0.25% | −910−3.7% | 減碼 |
| Apollon Wealth Management, LLC | 23,292 | $198.8 萬 | 0.03% | +5,184+28.6% | 加碼 |
| Theory Financial LLC | 19,853 | $198.6 萬 | 0.67% | −1,145−5.5% | 減碼 |
| Perennial Investment Advisors, LLC | 23,267 | $198.6 萬 | 0.16% | −473−2.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 19,066 | $197.6 萬 | 0.45% | −2,776−12.7% | 減碼 |
| Lloyd Advisory Services, LLC. | 23,040 | $196.7 萬 | 0.76% | +23,040 | 新進 |
| Heritage Wealth Advisors | 22,789 | $194.5 萬 | 0.07% | +814+3.7% | 加碼 |
| Quartz Partners, LLC | 22,675 | $193.6 萬 | 0.72% | +1,845+8.9% | 加碼 |
| Kingsview Wealth Management, LLC | 22,622 | $193.1 萬 | 0.03% | −6,912−23.4% | 減碼 |
| Boothbay Fund Management, LLC | 22,600 | $192.9 萬 | 0.05% | +1,700+8.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 22,470 | $191.8 萬 | 0.00% | +245+1.1% | 加碼 |
| Q3 Asset Management | 22,458 | $191.7 萬 | 0.44% | +2,621+13.2% | 加碼 |
| Green Harvest Asset Management LLC | 22,418 | $191.4 萬 | 0.03% | −84−0.4% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 22,389 | $191.1 萬 | 0.60% | +16,274+266.1% | 加碼 |
| Myecfo, LLC | 22,323 | $190.6 萬 | 0.81% | −435−1.9% | 減碼 |
| Apeiron RIA LLC | 20,776 | $190.3 萬 | 0.39% | −3,889−15.8% | 減碼 |
| IFG Advisory, LLC | 22,246 | $189.9 萬 | 0.08% | −292−1.3% | 減碼 |
| Hollencrest Capital Management | 21,905 | $187.0 萬 | 0.06% | +30.0% | 加碼 |
| Robinson Value Management, Ltd. | 21,899 | $187.0 萬 | 1.01% | +63+0.3% | 加碼 |
| Carret Asset Management, LLC | 21,599 | $184.4 萬 | 0.18% | −100.0% | 減碼 |
| Pecaut & Co. | 21,381 | $182.5 萬 | 0.59% | +418+2.0% | 加碼 |
| Brown Advisory Inc | 21,235 | $181.3 萬 | 0.00% | +4,694+28.4% | 加碼 |
| Welch Group, LLC | 21,040 | $179.6 萬 | 0.07% | +5,729+37.4% | 加碼 |
| Richard Bernstein Advisors LLC | 20,984 | $179.1 萬 | 0.05% | +696+3.4% | 加碼 |
| Freestone Capital Holdings, LLC | 20,936 | $178.7 萬 | 0.05% | +770+3.8% | 加碼 |
| Clearstead Advisors, LLC | 20,286 | $173.2 萬 | 0.02% | +1,659+8.9% | 加碼 |
| Eagle Global Advisors LLC | 20,100 | $171.6 萬 | 0.06% | 00.0% | 不變 |
| ZEGA Investments, LLC | 19,931 | $170.2 萬 | 0.33% | −1,678−7.8% | 減碼 |
| Lifelong Wealth Advisors, Inc. | 19,595 | $167.3 萬 | 0.45% | +6,948+54.9% | 加碼 |
| Petix & Botte Co | 19,500 | $166.5 萬 | 0.38% | +456+2.4% | 加碼 |
| Leading Edge Financial Planning LLC | 19,452 | $166.1 萬 | 0.38% | −2,113−9.8% | 減碼 |
| Foronjy Financial LLC | 19,024 | $162.4 萬 | 0.68% | +4,125+27.7% | 加碼 |
| Diligent Investors, LLC | 19,011 | $162.3 萬 | 0.40% | +300+1.6% | 加碼 |
| EP Wealth Advisors, LLC | 18,979 | $162.0 萬 | 0.01% | +18,979 | 新進 |
| InTrack Investment Management Inc | 18,751 | $160.1 萬 | 0.90% | −1,010−5.1% | 減碼 |
| MAI Capital Management | 18,467 | $157.7 萬 | 0.01% | −659−3.4% | 減碼 |
| Paladin Wealth, LLC | 18,288 | $156.1 萬 | 1.07% | +2,367+14.9% | 加碼 |
| Warren Averett Asset Management, LLC | 18,128 | $154.8 萬 | 0.01% | +1,009+5.9% | 加碼 |
| Pathway Financial Advisors LLC | 16,965 | $150.9 萬 | 0.19% | 00.0% | 不變 |
| S. R. Schill & Associates | 17,600 | $150.3 萬 | 1.06% | +280+1.6% | 加碼 |
| Nwam LLC | 14,791 | $148.0 萬 | 0.08% | −6,098−29.2% | 減碼 |
| Kendall Capital Management | 17,245 | $147.2 萬 | 0.31% | +536+3.2% | 加碼 |
| Valicenti Advisory Services Inc | 17,182 | $146.7 萬 | 0.31% | −8,138−32.1% | 減碼 |
| Captrust Financial Advisors | 17,177 | $146.6 萬 | 0.00% | −994−5.5% | 減碼 |
| Caerus Investment Advisors, LLC | 16,969 | $144.9 萬 | 0.48% | +16,969 | 新進 |
| Curtis Wealth Management LLC | 14,474 | $144.8 萬 | 1.26% | +14,474 | 新進 |
| Redwood Investment Management, LLC | 16,798 | $143.4 萬 | 0.16% | +6,454+62.4% | 加碼 |
| Entrust Financial LLC | 16,775 | $143.2 萬 | 1.06% | +16,775 | 新進 |
| MidWestOne Financial Group, Inc. | 16,754 | $143.0 萬 | 0.16% | +5,095+43.7% | 加碼 |
| YHB Investment Advisors, Inc. | 16,731 | $142.8 萬 | 0.10% | +3,146+23.2% | 加碼 |