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 |
|---|---|---|---|---|---|
| Betterment LLC | 9,133 | $78.0 萬 | 0.00% | +9,133 | 新進 |
| BCM Advisors, LLC | 7,854 | $77.4 萬 | 0.15% | +7,854 | 新進 |
| Wealth Alliance | 9,052 | $77.3 萬 | 0.08% | +5,689+169.2% | 加碼 |
| Summit Financial, LLC | 9,036 | $77.1 萬 | 0.01% | −6,554−42.0% | 減碼 |
| Signet Financial Management, LLC | 9,031 | $77.1 萬 | 0.09% | +379+4.4% | 加碼 |
| Norden Group LLC | 9,030 | $77.1 萬 | 0.08% | −12,737−58.5% | 減碼 |
| Wedbush Securities Inc | 8,936 | $76.3 萬 | 0.02% | −35−0.4% | 減碼 |
| Shepherd Financial Partners LLC | 8,920 | $76.2 萬 | 0.07% | +209+2.4% | 加碼 |
| XML Financial, LLC | 8,861 | $75.6 萬 | 0.06% | +8,861 | 新進 |
| Proficio Capital Partners LLC | 8,685 | $74.1 萬 | 0.05% | +8,685 | 新進 |
| Colony Group, LLC | 8,669 | $74.0 萬 | 0.00% | +8,669 | 新進 |
| Tokio Marine Asset Management Co Ltd | 8,600 | $73.4 萬 | 0.03% | −2,200−20.4% | 減碼 |
| Beacon Financial Advisory LLC | 8,522 | $72.8 萬 | 0.17% | +44+0.5% | 加碼 |
| Alesco Advisors LLC | 8,470 | $72.3 萬 | 0.02% | 00.0% | 不變 |
| Crews Bank & Trust | 8,450 | $72.1 萬 | 0.10% | +175+2.1% | 加碼 |
| Denver Wealth Management, Inc. | 8,421 | $71.9 萬 | 0.25% | +680+8.8% | 加碼 |
| Motiv8 Investments LLC | 8,415 | $71.8 萬 | 0.39% | +823+10.8% | 加碼 |
| XY Planning Network, Inc. | 8,340 | $71.2 萬 | 0.12% | +3,350+67.1% | 加碼 |
| RMR Wealth Builders | 8,323 | $71.1 萬 | 0.06% | +1,707+25.8% | 加碼 |
| Fundamentun, LLC | 8,162 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 8,160 | $69.7 萬 | 0.43% | −535−6.2% | 減碼 |
| SOL Capital Management CO | 8,150 | $69.6 萬 | 0.06% | +8,150 | 新進 |
| Hobbs Wealth Management, LLC | 8,131 | $69.4 萬 | 0.68% | +673+9.0% | 加碼 |
| Modera Wealth Management, LLC | 8,106 | $69.2 萬 | 0.01% | +315+4.0% | 加碼 |
| Centaurus Financial, Inc. | 8,106 | $69.2 萬 | 0.03% | +3,004+58.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 8,051 | $68.7 萬 | 0.01% | +1,390+20.9% | 加碼 |
| MKT Advisors LLC | 7,799 | $68.6 萬 | 0.23% | +495+6.8% | 加碼 |
| United Capital Financial Advisers, LLC | 7,977 | $68.1 萬 | 0.00% | +5,208+188.1% | 加碼 |
| ArborFi Advisors, LLC | 7,946 | $67.8 萬 | 0.55% | −353−4.3% | 減碼 |
| Savant Capital, LLC | 7,900 | $67.4 萬 | 0.00% | +966+13.9% | 加碼 |
| Stonebridge Financial Group, LLC | 7,893 | $67.4 萬 | 0.06% | +4,662+144.3% | 加碼 |
| Safe Harbor Wealth Advisors, LLC | 6,861 | $66.7 萬 | 0.65% | +6,861 | 新進 |
| Mather Group, LLC. | 7,780 | $66.4 萬 | 0.01% | −939−10.8% | 減碼 |
| Catalina Capital Group, LLC | 7,777 | $66.4 萬 | 0.41% | +1,286+19.8% | 加碼 |
| Integrity Advisory Solutions, LLC | 7,748 | $66.1 萬 | 0.10% | +3,589+86.3% | 加碼 |
| Firethorn Wealth Partners, LLC | 7,661 | $65.4 萬 | 0.24% | −854−10.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 7,614 | $65.0 萬 | 0.02% | −285−3.6% | 減碼 |
| Intrua Financial, LLC | 7,606 | $64.9 萬 | 0.07% | +325+4.5% | 加碼 |
| Appleton Partners Inc | 7,601 | $64.9 萬 | 0.04% | +402+5.6% | 加碼 |
| RDA Financial Network | 7,594 | $64.8 萬 | 0.16% | −80−1.0% | 減碼 |
| Latitude Advisors, LLC | 7,582 | $64.7 萬 | 0.28% | +7,582 | 新進 |
| Clear Creek Financial Management, LLC | 7,406 | $63.2 萬 | 0.05% | +1,439+24.1% | 加碼 |
| Pensionmark Financial Group, LLC | 7,210 | $61.6 萬 | 0.01% | +7,210 | 新進 |
| Advisors Capital Management, LLC | 7,159 | $61.1 萬 | 0.01% | −123−1.7% | 減碼 |
| Flputnam Investment Management Co | 7,156 | $61.1 萬 | 0.01% | −122−1.7% | 減碼 |
| Oakmont Advisory Group, LLC | 7,001 | $59.8 萬 | 0.64% | +7,001 | 新進 |
| Miller Global Investments, LLC | 6,994 | $59.7 萬 | 0.54% | +6,994 | 新進 |
| Tactive Advisors, LLC | 6,972 | $59.5 萬 | 0.17% | −602−7.9% | 減碼 |
| High Falls Advisors, Inc | 6,968 | $59.5 萬 | 0.12% | +367+5.6% | 加碼 |
| Sutton Place Investors LLC | 6,899 | $58.9 萬 | 0.32% | −601−8.0% | 減碼 |
| Eldridge Investment Advisors, Inc. | 6,862 | $58.6 萬 | 0.13% | +1,480+27.5% | 加碼 |
| Fiscal Wisdom Wealth Management, LLC | 6,848 | $58.5 萬 | 0.55% | +1,009+17.3% | 加碼 |
| Financial Network Wealth Advisors LLC | 6,827 | $58.3 萬 | 0.61% | −8,777−56.2% | 減碼 |
| Private Trust Co NA | 6,790 | $58.0 萬 | 0.05% | +280+4.3% | 加碼 |
| Able Wealth Management LLC | 6,703 | $57.2 萬 | 0.18% | +2,001+42.6% | 加碼 |
| Hamilton Capital, LLC | 6,674 | $57.0 萬 | 0.03% | +6,674 | 新進 |
| Insigneo Advisory Services, LLC | 6,587 | $56.2 萬 | 0.04% | +914+16.1% | 加碼 |
| Standard Life Aberdeen plc | 6,561 | $56.0 萬 | 0.00% | +6,561 | 新進 |
| Millstone Evans Group, LLC | 6,499 | $55.5 萬 | 0.33% | +3,822+142.8% | 加碼 |
| Spectrum Planning & Advisory Services Inc. | 6,363 | $54.3 萬 | 0.28% | +70+1.1% | 加碼 |
| Sentinel Trust Co Lba | 6,355 | $54.3 萬 | 0.05% | +6,355 | 新進 |
| Roman Butler Fullerton & Co | 5,560 | $54.1 萬 | 0.14% | −395−6.6% | 減碼 |
| Decker Wealth Management LLC | 6,335 | $54.1 萬 | 0.12% | +6,335 | 新進 |
| King Wealth | 6,301 | $53.8 萬 | 0.06% | +6,301 | 新進 |
| Fortis Capital Advisors, LLC | 6,264 | $53.5 萬 | 0.08% | +86+1.4% | 加碼 |
| Weil Company, Inc. | 6,248 | $53.3 萬 | 0.12% | 00.0% | 不變 |
| Principal Securities, Inc. | 6,217 | $53.1 萬 | 0.01% | −3,236−34.2% | 減碼 |
| Ares Financial Consulting, LLC | 6,142 | $52.4 萬 | 0.50% | +6,142 | 新進 |
| MBE Wealth Management, LLC | 6,120 | $52.2 萬 | 0.22% | −650−9.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,105 | $52.1 萬 | 0.03% | 00.0% | 不變 |
| Souders Financial Advisors | 6,010 | $51.3 萬 | 0.06% | +6,010 | 新進 |
| Bauman Advisory Group, LLC | 5,997 | $51.2 萬 | 0.41% | +5,997 | 新進 |
| Selective Wealth Management, Inc. | 5,602 | $51.1 萬 | 0.16% | +491+9.6% | 加碼 |
| Etesian Wealth Advisors, Inc. | 5,978 | $51.0 萬 | 0.16% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 5,619 | $51.0 萬 | 0.02% | −1,112−16.5% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,959 | $50.9 萬 | 0.06% | +5,959 | 新進 |
| Investor's Fiduciary Advisor Network, LLC | 5,952 | $50.8 萬 | 0.11% | +57+1.0% | 加碼 |
| Anchor Investment Management, LLC | 5,949 | $50.8 萬 | 0.04% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 5,923 | $50.6 萬 | 0.02% | +5,923 | 新進 |
| Redhawk Wealth Advisors, Inc. | 5,910 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 5,839 | $49.8 萬 | 0.04% | +625+12.0% | 加碼 |
| Howard Bailey Securities, LLC | 5,822 | $49.7 萬 | 0.20% | +5,822 | 新進 |
| Renaissance Technologies LLC | 5,800 | $49.5 萬 | 0.00% | −206,100−97.3% | 減碼 |
| Triad Wealth Partners, LLC | 5,741 | $49.0 萬 | 0.05% | +1,020+21.6% | 加碼 |
| Axxcess Wealth Management, LLC | 5,723 | $48.9 萬 | 0.01% | −2,145−27.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 5,685 | $48.5 萬 | 0.04% | +5,685 | 新進 |
| Global View Capital Management LLC | 5,647 | $48.2 萬 | 0.09% | −1,193−17.4% | 減碼 |
| K2 Financial Inc. | 5,430 | $48.1 萬 | 0.37% | −6,399−54.1% | 減碼 |
| Annex Advisory Services, LLC | 5,599 | $47.8 萬 | 0.01% | +5,599 | 新進 |
| Oceanside Advisors LLC | 5,596 | $47.8 萬 | 0.29% | −792−12.4% | 減碼 |
| McAdam, LLC | 5,579 | $47.6 萬 | 0.02% | −5−0.1% | 減碼 |
| Almanack Investment Partners, LLC. | 5,505 | $47.0 萬 | 0.08% | −630−10.3% | 減碼 |
| First National Trust Co | 5,502 | $47.0 萬 | 0.02% | +944+20.7% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 5,450 | $46.5 萬 | 0.17% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 5,439 | $46.4 萬 | 0.26% | +736+15.6% | 加碼 |
| Range Financial Group LLC | 5,345 | $45.6 萬 | 0.16% | +2,600+94.7% | 加碼 |
| Washington Trust Co | 5,343 | $45.6 萬 | 0.01% | +270+5.3% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 5,340 | $45.6 萬 | 0.17% | +1,440+36.9% | 加碼 |
| HM Payson & Co | 5,250 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 5,228 | $44.6 萬 | 0.01% | +1,194+29.6% | 加碼 |