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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 16,701 | $142.6 萬 | 0.05% | +650+4.0% | 加碼 |
| Wealthcare Capital Partners, LLC | 16,601 | $141.7 萬 | 0.66% | +4,332+35.3% | 加碼 |
| Advisor Resource Council | 15,344 | $141.1 萬 | 0.50% | +15,344 | 新進 |
| Advyzon Investment Management, LLC | 16,277 | $139.0 萬 | 0.16% | −281−1.7% | 減碼 |
| WealthPoint Financial, LLC | 16,141 | $137.8 萬 | 1.20% | +16,141 | 新進 |
| Continuum Advisory, LLC | 16,061 | $137.1 萬 | 0.14% | −1,078−6.3% | 減碼 |
| Copia Wealth Management | 16,061 | $137.1 萬 | 0.98% | +1,134+7.6% | 加碼 |
| Wallace Advisory Group, LLC | 15,993 | $136.5 萬 | 1.43% | −19,757−55.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 13,504 | $135.8 萬 | 0.19% | +727+5.7% | 加碼 |
| Integrated Wealth Concepts LLC | 15,852 | $135.3 萬 | 0.02% | +1,513+10.6% | 加碼 |
| FRG Family Wealth Advisors LLC | 15,655 | $133.6 萬 | 0.21% | +15,655 | 新進 |
| Cullen/Frost Bankers, Inc. | 15,647 | $133.6 萬 | 0.01% | +1,707+12.2% | 加碼 |
| Smartleaf Asset Management LLC | 15,540 | $133.5 萬 | 0.05% | +2,988+23.8% | 加碼 |
| Kera Capital Partners, Inc. | 13,822 | $132.7 萬 | 0.16% | +13,822 | 新進 |
| WealthPLAN Partners, LLC | 15,412 | $131.6 萬 | 0.20% | +796+5.4% | 加碼 |
| Capital Management Associates, Inc | 15,247 | $130.2 萬 | 0.29% | +592+4.0% | 加碼 |
| First Financial Bank - Trust Division | 15,176 | $129.6 萬 | 0.11% | 00.0% | 不變 |
| Capital Analysts, LLC | 15,169 | $129.5 萬 | 0.04% | +336+2.3% | 加碼 |
| Frederick Financial Consultants, LLC | 15,035 | $128.3 萬 | 0.70% | +758+5.3% | 加碼 |
| CX Institutional | 14,996 | $128.0 萬 | 0.04% | −2,415−13.9% | 減碼 |
| Tocqueville Asset Management L.P. | 14,910 | $127.3 萬 | 0.02% | −4,225−22.1% | 減碼 |
| M1 Capital Management LLC | 14,778 | $126.2 萬 | 0.53% | +875+6.3% | 加碼 |
| Silver Oak Securities, Inc | 14,655 | $125.9 萬 | 0.09% | −64−0.4% | 減碼 |
| Mattson Financial Services, LLC | 14,589 | $124.5 萬 | 0.29% | −1,237−7.8% | 減碼 |
| Matrix Trust Co | 14,558 | $124.3 萬 | 0.21% | −24,274−62.5% | 減碼 |
| Interchange Capital Partners, LLC | 14,485 | $123.7 萬 | 0.23% | +2,422+20.1% | 加碼 |
| SHP Wealth Management | 14,346 | $122.5 萬 | 0.10% | +14,346 | 新進 |
| CIBC World Markets Inc. | 14,222 | $121.4 萬 | 0.00% | +2,185+18.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 14,147 | $120.8 萬 | 0.03% | +112+0.8% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 14,122 | $120.6 萬 | 0.35% | +435+3.2% | 加碼 |
| Clark Asset Management, LLC | 14,062 | $120.0 萬 | 0.12% | +235+1.7% | 加碼 |
| Waterloo Capital, L.P. | 14,003 | $119.5 萬 | 0.09% | +121+0.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 13,779 | $117.6 萬 | 0.14% | +1,066+8.4% | 加碼 |
| Central Trust Co | 13,559 | $115.8 萬 | 0.02% | −904−6.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 13,444 | $114.8 萬 | 0.01% | +7,324+119.7% | 加碼 |
| Hopwood Nicholas Hunter | 13,388 | $114.3 萬 | 0.37% | +13,388 | 新進 |
| Meridian Wealth Management, LLC | 13,382 | $114.2 萬 | 0.04% | +2,654+24.7% | 加碼 |
| Gambit Capital Management, LLC | 13,348 | $114.0 萬 | 0.82% | +13,348 | 新進 |
| Atomi Financial Group, Inc. | 13,266 | $113.3 萬 | 0.03% | +137+1.0% | 加碼 |
| Ausdal Financial Partners, Inc. | 13,213 | $112.8 萬 | 0.05% | −1,606−10.8% | 減碼 |
| Auour Investments LLC | 13,156 | $112.3 萬 | 0.36% | −2,091−13.7% | 減碼 |
| Quantify Chaos Advisors, LLC | 13,143 | $112.2 萬 | 3.40% | +13,143 | 新進 |
| Signal Advisors Wealth, LLC | 13,123 | $112.0 萬 | 0.09% | +2,081+18.8% | 加碼 |
| HBW Advisory Services LLC | 13,065 | $111.5 萬 | 0.12% | −12−0.1% | 減碼 |
| Caldwell Trust Co | 13,063 | $111.5 萬 | 0.10% | −3,808−22.6% | 減碼 |
| Advisory Alpha, LLC | 13,016 | $111.4 萬 | 0.03% | −2,562−16.4% | 減碼 |
| Cassilly Financial Group LLC | 12,965 | $110.7 萬 | 0.98% | +12,965 | 新進 |
| A4 Wealth Advisors LLC | 12,820 | $109.4 萬 | 0.95% | −4,392−25.5% | 減碼 |
| Johnson Financial Group, Inc. | 12,674 | $108.2 萬 | 0.04% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 13,956 | $106.7 萬 | 0.16% | −4,956−26.2% | 減碼 |
| MSH Capital Advisors LLC | 12,258 | $104.6 萬 | 0.22% | +547+4.7% | 加碼 |
| FMR LLC | 12,139 | $103.6 萬 | 0.00% | +1,164+10.6% | 加碼 |
| CacheTech Inc. | 12,113 | $103.4 萬 | 0.19% | +12,113 | 新進 |
| Michael B. Yongue | 12,080 | $103.1 萬 | 0.71% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 11,970 | $102.2 萬 | 0.18% | −848−6.6% | 減碼 |
| SVRN Asset Management, LLC | 11,947 | $102.0 萬 | 0.84% | +11,947 | 新進 |
| HighPoint Advisor Group LLC | 11,859 | $101.2 萬 | 0.02% | +11,859 | 新進 |
| Avidian Wealth Solutions, LLC | 11,811 | $100.8 萬 | 0.04% | −2,490−17.4% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 11,783 | $100.6 萬 | 0.66% | −1,564−11.7% | 減碼 |
| Parallel Advisors, LLC | 11,464 | $97.9 萬 | 0.02% | −2,633−18.7% | 減碼 |
| Quantinno Capital Management LP | 11,338 | $96.8 萬 | 0.00% | +11,338 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,297 | $96.4 萬 | 0.06% | +1,834+19.4% | 加碼 |
| Ancora Advisors, LLC | 11,204 | $95.6 萬 | 0.02% | +950+9.3% | 加碼 |
| JBR Co Financial Management Inc | 11,190 | $95.5 萬 | 0.40% | +11,190 | 新進 |
| Belpointe Asset Management LLC | 11,132 | $95.0 萬 | 0.03% | −1,117−9.1% | 減碼 |
| Acorn Wealth Advisors, LLC | 11,127 | $95.0 萬 | 0.28% | −8−0.1% | 減碼 |
| HSBC Holdings PLC | 11,033 | $94.2 萬 | 0.00% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 11,004 | $93.9 萬 | 0.22% | +483+4.6% | 加碼 |
| Triumph Capital Management | 10,682 | $91.2 萬 | 0.20% | +41+0.4% | 加碼 |
| Kovack Advisors, Inc. | 10,677 | $91.1 萬 | 0.04% | +10,677 | 新進 |
| Saxony Capital Management, LLC | 10,576 | $90.3 萬 | 0.55% | +10,576 | 新進 |
| Clearview Wealth Advisors LLC | 10,572 | $90.3 萬 | 0.57% | +3,030+40.2% | 加碼 |
| BlackRock, Inc. | 10,554 | $90.1 萬 | 0.00% | −116−1.1% | 減碼 |
| Creative Financial Designs Inc | 10,457 | $89.3 萬 | 0.06% | +1,012+10.7% | 加碼 |
| Keudell/Morrison Wealth Management | 10,442 | $89.1 萬 | 0.19% | +10,442 | 新進 |
| Destiny Capital Corp | 10,388 | $88.7 萬 | 0.46% | −1,867−15.2% | 減碼 |
| Fisher Asset Management, LLC | 10,351 | $88.4 萬 | 0.00% | +7,725+294.2% | 加碼 |
| Sheets Smith Wealth Management | 10,283 | $87.8 萬 | 0.10% | −875−7.8% | 減碼 |
| Prosperity Consulting Group, LLC | 10,273 | $87.7 萬 | 0.04% | −14,493−58.5% | 減碼 |
| Wedmont Private Capital | 9,915 | $87.4 萬 | 0.03% | 00.0% | 不變 |
| JT Stratford LLC | 10,187 | $87.0 萬 | 0.11% | −324−3.1% | 減碼 |
| Verus Capital Partners, LLC | 10,046 | $85.8 萬 | 0.06% | +111+1.1% | 加碼 |
| Total Investment Management Inc | 10,044 | $85.7 萬 | 0.11% | 00.0% | 不變 |
| Focused Alpha, LLC | 10,040 | $85.7 萬 | 0.25% | +10,040 | 新進 |
| Strategic Blueprint, LLC | 10,006 | $85.4 萬 | 0.05% | +1,417+16.5% | 加碼 |
| Savvy Advisors, Inc. | 71,234 | $84.9 萬 | 0.03% | +66,408+1,376.0% | 加碼 |
| Sigma Planning Corp | 9,877 | $84.3 萬 | 0.02% | −395−3.8% | 減碼 |
| Daymark Wealth Partners, LLC | 9,820 | $83.8 萬 | 0.03% | +9,820 | 新進 |
| Integrated Wealth Management | 9,783 | $83.5 萬 | 0.94% | +9,783 | 新進 |
| Gen-Wealth Partners Inc | 9,704 | $82.8 萬 | 0.27% | +2,076+27.2% | 加碼 |
| OMNI 360 Wealth, Inc. | 9,000 | $82.5 萬 | 0.42% | +2,592+40.4% | 加碼 |
| WealthTrak Capital Management LLC | 9,632 | $82.2 萬 | 0.59% | +851+9.7% | 加碼 |
| 4WEALTH Advisors, Inc. | 9,573 | $81.7 萬 | 0.71% | +285+3.1% | 加碼 |
| Arkadios Wealth Advisors | 9,556 | $81.6 萬 | 0.02% | +1,208+14.5% | 加碼 |
| Wealthcare Capital Management LLC | 9,545 | $81.5 萬 | 0.08% | +1,441+17.8% | 加碼 |
| Indiana Trust & Investment Management CO | 9,500 | $81.1 萬 | 0.24% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 9,447 | $80.6 萬 | 0.22% | +2,834+42.9% | 加碼 |
| Quest 10 Wealth Builders, Inc. | 9,232 | $78.8 萬 | 0.71% | +8,937+3,029.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,952 | $78.5 萬 | 0.02% | −8,118−44.9% | 減碼 |
| Middleton & Co Inc | 9,151 | $78.1 萬 | 0.08% | 00.0% | 不變 |