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 $142.8 億；大師中只有Semper Augustus持有。
2026 年第 1 季 13F 持有人
World Gold Trust 在 2026/3/31 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
- 913
- 較 2025 年第 4 季 +50 家
- 持有股數
- 1.63 億
- 較 2025 年第 4 季 +166.0 萬 (+1.0%)
- 總市值
- $150.6 億
- 較 2025 年第 4 季 +$12.5 億 (+9.0%)
- 新進機構
- 124
- 另有 283 家加碼
- 清倉機構
- 74
- 另有 389 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $142.8 億 |
| 2026 年第 1 季 | 913 | $150.6 億 |
| 2025 年第 4 季 | 878 | $139.5 億 |
| 2025 年第 3 季 | 754 | $118.2 億 |
| 2025 年第 2 季 | 702 | $92.6 億 |
| 2025 年第 1 季 | 618 | $80.5 億 |
| 2024 年第 4 季 | 541 | $58.5 億 |
| 2024 年第 3 季 | 465 | $59.5 億 |
| 2024 年第 2 季 | 406 | $42.1 億 |
| 2024 年第 1 季 | 375 | $48.4 億 |
| 2023 年第 4 季 | 374 | $40.9 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 | $39.5 億 |
| 2022 年第 4 季 | 275 | $36.7 億 |
| 2022 年第 3 季 | 255 | $28.8 億 |
| 2022 年第 2 季 | 274 | $31.1 億 |
| 2022 年第 1 季 | 240 | $25.5 億 |
| 2021 年第 4 季 | 258 | $28.6 億 |
| 2021 年第 3 季 | 235 | $27.5 億 |
| 2021 年第 2 季 | 239 | $28.1 億 |
| 2021 年第 1 季 | 227 | $26.9 億 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 18,594,406 | $17.2 億 | 1.12% | +206,914+1.1% | 加碼 |
| Wells Fargo & Company | 9,505,554 | $8.81 億 | 0.18% | +1,591,839+20.1% | 加碼 |
| Morgan Stanley | 8,807,008 | $8.16 億 | 0.05% | −1,755,073−16.6% | 減碼 |
| Evoke Wealth, LLC | 7,472,647 | $6.93 億 | 12.78% | +97,862+1.3% | 加碼 |
| Bank of America Corp | 6,671,812 | $6.18 億 | 0.05% | −987,745−12.9% | 減碼 |
| Empower Advisory Group, LLC | 5,951,012 | $5.52 億 | 1.43% | +82,469+1.4% | 加碼 |
| State Street Corp | 3,493,932 | $3.24 億 | 0.01% | +427,988+14.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 3,328,360 | $3.09 億 | 6.57% | −48,907−1.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 3,236,300 | $2.89 億 | 1.44% | +1,006,700+45.2% | 加碼 |
| UBS Group AG | 3,072,074 | $2.85 億 | 0.05% | −340,354−10.0% | 減碼 |
| LPL Financial LLC | 3,022,407 | $2.80 億 | 0.07% | +29,517+1.0% | 加碼 |
| Ameriprise Financial Inc | 2,713,587 | $2.52 億 | 0.06% | −156,781−5.5% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 2,587,215 | $2.40 億 | 5.49% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 2,353,509 | $2.18 億 | 4.42% | +2,353,509 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,805,066 | $1.67 億 | 0.23% | +150,497+9.1% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 1,849,410 | $1.65 億 | 6.77% | +1,849,410 | 新進 |
| Prudential Financial Inc | 1,679,954 | $1.56 億 | 0.19% | −957,938−36.3% | 減碼 |
| Gradient Investments LLC | 1,628,261 | $1.51 億 | 2.34% | +526,647+47.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,603,510 | $1.49 億 | 1.20% | +65,600+4.3% | 加碼 |
| Advisor Group Holdings, Inc. | 1,590,521 | $1.47 億 | 0.22% | −104,903−6.2% | 減碼 |
| HighTower Advisors, LLC | 1,586,932 | $1.47 億 | 0.16% | +251,348+18.8% | 加碼 |
| Public Employees Retirement System of Ohio | 1,516,600 | $1.41 億 | 0.45% | +1,449,700+2,167.0% | 加碼 |
| Asset Management One Co.,Ltd. | 1,486,595 | $1.38 億 | 0.41% | −1,135,822−43.3% | 減碼 |
| Regents of the University of California | 1,438,678 | $1.33 億 | 4.44% | +1,438,678 | 新進 |
| Stifel Financial Corp | 1,427,080 | $1.32 億 | 0.12% | −177,763−11.1% | 減碼 |
| Royal Bank of Canada | 1,397,630 | $1.30 億 | 0.02% | −5,330−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 1,282,254 | $1.19 億 | 0.02% | −65,726−4.9% | 減碼 |
| Cerity Partners LLC | 1,267,461 | $1.17 億 | 0.17% | +85,890+7.3% | 加碼 |
| Principal Financial Group Inc | 1,259,342 | $1.17 億 | 0.06% | −932,559−42.5% | 減碼 |
| Hollow Brook Wealth Management LLC | 1,220,485 | $1.13 億 | 28.86% | +1,808+0.1% | 加碼 |
| Envestnet Asset Management Inc | 1,147,085 | $1.06 億 | 0.03% | −95,919−7.7% | 減碼 |
| Cohen & Steers, Inc. | 1,117,518 | $1.04 億 | 0.18% | +305,441+37.6% | 加碼 |
| JPMorgan Chase & Co | 1,130,958 | $1.01 億 | 0.01% | −327,524−22.5% | 減碼 |
| US Bancorp | 1,064,169 | $9,864 萬 | 0.12% | +154,566+17.0% | 加碼 |
| Toroso Investments, LLC | 965,713 | $8,945 萬 | 0.28% | −20,480−2.1% | 減碼 |
| Raymond James Financial Inc | 960,174 | $8,900 萬 | 0.03% | −116,144−10.8% | 減碼 |
| CWM, LLC | 922,738 | $8,553 萬 | 0.22% | −8,783−0.9% | 減碼 |
| Nissay Asset Management Corp | 839,269 | $7,779 萬 | 0.41% | +220,342+35.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 817,316 | $7,576 萬 | 1.38% | +11,953+1.5% | 加碼 |
| Equitable Holdings, Inc. | 865,251 | $7,387 萬 | 0.48% | +49,558+6.1% | 加碼 |
| Benjamin Edwards Inc | 788,797 | $7,311 萬 | 0.73% | −205,012−20.6% | 減碼 |
| Argos Wealth Advisors, LLC | 779,777 | $7,228 萬 | 20.78% | −10,520−1.3% | 減碼 |
| Bank of New York Mellon Corp | 749,413 | $6,946 萬 | 0.01% | −91,162−10.8% | 減碼 |
| Rockefeller Capital Management L.P. | 740,271 | $6,862 萬 | 0.12% | +76,347+11.5% | 加碼 |
| Diversify Wealth Management, LLC | 720,395 | $6,481 萬 | 1.16% | +714,776+12,720.7% | 加碼 |
| Private Advisor Group, LLC | 682,057 | $6,322 萬 | 0.30% | −242,557−26.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 676,633 | $6,272 萬 | 1.84% | +20,519+3.1% | 加碼 |
| Quadrature Capital Ltd | 671,197 | $6,221 萬 | 0.74% | +671,197 | 新進 |
| Van Eck Associates Corp | 671,036 | $6,220 萬 | 0.05% | 00.0% | 不變 |
| 3EDGE Asset Management, LP | 658,621 | $6,105 萬 | 2.95% | −364,371−35.6% | 減碼 |
| Cresset Asset Management, LLC | 655,124 | $6,072 萬 | 0.26% | +36,830+6.0% | 加碼 |
| Farther Finance Advisors, LLC | 640,580 | $6,041 萬 | 0.57% | +4,874+0.8% | 加碼 |
| Richard C. Young & CO., LTD. | 641,871 | $5,949 萬 | 4.93% | −9,877−1.5% | 減碼 |
| Parcion Private Wealth LLC | 625,603 | $5,799 萬 | 3.59% | −35,550−5.4% | 減碼 |
| Verde Servicos Internacionais S.A. | 595,207 | $5,517 萬 | 16.90% | +228,870+62.5% | 加碼 |
| Strategic Financial Services, Inc, | 583,756 | $5,411 萬 | 2.58% | −337,636−36.6% | 減碼 |
| SBI Securities Co., Ltd. | 581,505 | $5,390 萬 | 1.48% | +47,931+9.0% | 加碼 |
| Creative Planning | 546,469 | $5,065 萬 | 0.03% | −10,790−1.9% | 減碼 |
| Greenline Partners, LLC | 529,278 | $4,906 萬 | 5.27% | −63,661−10.7% | 減碼 |
| Nepc LLC | 516,438 | $4,787 萬 | 0.95% | −118,537−18.7% | 減碼 |
| MBL Wealth, LLC | 510,875 | $4,735 萬 | 3.59% | −2,057−0.4% | 減碼 |
| Cetera Investment Advisers | 488,913 | $4,532 萬 | 0.05% | +23,077+5.0% | 加碼 |
| Goldman Sachs Group Inc | 477,239 | $4,424 萬 | 0.01% | −312,516−39.6% | 減碼 |
| Main Street Research LLC | 469,451 | $4,351 萬 | 2.53% | +7,135+1.5% | 加碼 |
| American Investment Services, Inc. | 469,354 | $4,350 萬 | 9.70% | −43,640−8.5% | 減碼 |
| Bangor Savings Bank | 468,008 | $4,338 萬 | 3.47% | +28,945+6.6% | 加碼 |
| Commonwealth Equity Services, LLC | 459,307 | $4,257 萬 | 0.06% | +156,290+51.6% | 加碼 |
| Wealthfront Advisers LLC | 458,522 | $4,250 萬 | 0.09% | +104,667+29.6% | 加碼 |
| Capital Planning Advisors, LLC | 442,711 | $4,103 萬 | 5.93% | −90,529−17.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 423,360 | $3,924 萬 | 0.02% | −31,677−7.0% | 減碼 |
| Tradewinds Capital Management, LLC | 413,927 | $3,837 萬 | 7.62% | −33,467−7.5% | 減碼 |
| Sentinel Pension Advisors Inc | 401,802 | $3,724 萬 | 5.51% | +3,071+0.8% | 加碼 |
| Evercore Wealth Management, LLC | 394,869 | $3,660 萬 | 0.58% | +40,971+11.6% | 加碼 |
| SNS Financial Group, LLC | 394,862 | $3,660 萬 | 3.15% | −28,092−6.6% | 減碼 |
| Mission Creek Capital Partners, Inc. | 383,975 | $3,559 萬 | 7.10% | −2,090−0.5% | 減碼 |
| Assetmark, Inc | 369,338 | $3,423 萬 | 0.07% | −188,397−33.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 368,080 | $3,412 萬 | 0.09% | −48,846−11.7% | 減碼 |
| China Universal Asset Management Co., Ltd. | 349,700 | $3,241 萬 | 2.45% | +143,500+69.6% | 加碼 |
| Mariner, LLC | 347,591 | $3,222 萬 | 0.04% | −882−0.3% | 減碼 |
| Fulton Breakefield Broenniman LLC | 340,943 | $3,160 萬 | 2.06% | +214,817+170.3% | 加碼 |
| Confluence Investment Management LLC | 332,974 | $3,086 萬 | 0.48% | −47,836−12.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 332,700 | $3,084 萬 | 0.09% | +30,000+9.9% | 加碼 |
| Fullerton Fund Management Co Ltd. | 328,706 | $3,047 萬 | 2.44% | −36,045−9.9% | 減碼 |
| Baird Financial Group, Inc. | 293,852 | $2,724 萬 | 0.04% | −37,183−11.2% | 減碼 |
| Evernest Financial Advisors, LLC | 279,724 | $2,591 萬 | 5.38% | −39,707−12.4% | 減碼 |
| NavPoint Financial, Inc. | 257,179 | $2,384 萬 | 9.64% | +2,078+0.8% | 加碼 |
| Continuum Wealth Advisors, LLC | 254,653 | $2,360 萬 | 9.79% | −22,571−8.1% | 減碼 |
| Miracle Mile Advisors, LLC | 250,995 | $2,326 萬 | 0.32% | +1210.0% | 加碼 |
| AE Wealth Management LLC | 249,390 | $2,312 萬 | 0.12% | −81,260−24.6% | 減碼 |
| Alvarez & Marsal Private Wealth Partners, LLC | 240,000 | $2,225 萬 | 3.12% | 00.0% | 不變 |
| Timber Creek Capital Management LLC | 233,759 | $2,167 萬 | 5.25% | +15,998+7.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 225,615 | $2,091 萬 | 0.24% | +23,525+11.6% | 加碼 |
| Brandywine Oak Private Wealth LLC | 221,713 | $2,055 萬 | 1.73% | −8,264−3.6% | 減碼 |
| Coco Enterprises, LLC | 222,303 | $2,053 萬 | 10.44% | −5,861−2.6% | 減碼 |
| Summitas Investment Management LLC | 219,654 | $2,036 萬 | 15.96% | −35,502−13.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 218,510 | $2,031 萬 | 0.10% | −3,731−1.7% | 減碼 |
| Deutsche Bank AG | 217,800 | $2,019 萬 | 0.01% | −2,300−1.0% | 減碼 |
| CoreCap Advisors, LLC | 214,228 | $1,986 萬 | 0.68% | +1,633+0.8% | 加碼 |
| Encompass More Asset Management | 210,028 | $1,947 萬 | 3.29% | +18,029+9.4% | 加碼 |
| My Portfolio Guide, LLC | 203,402 | $1,885 萬 | 10.42% | +203,402 | 新進 |