World Gold Trust

GLDM

交易所: NYSE
產業: Commodity Contracts Brokers & Dealers
SEC CIK: 0001618181

SEC 申報列表（在新分頁開啟）

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。

2026 年第 1 季與 2025 年第 4 季比較

持有 World Gold Trust 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

GLDM 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	877	14	913	+50
股數	1.63 億	120.1 萬	1.63 億	+166.0 萬 (+1.0%)
市值	$139.2 億	$1.03 億	$150.6 億	+$12.5 億 (+9.0%)

14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（124 家）

2026 年第 1 季季末持有 World Gold Trust、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 124 家。

2026 年第 1 季新進 GLDM 的機構
機構	股數	市值	佔組合 %
Signature Estate & Investment Advisors LLC	2,353,509	$2.18 億	4.42%
SBI Okasan Asset Management Co.Ltd.	1,849,410	$1.65 億	6.77%
Regents of the University of California	1,438,678	$1.33 億	4.44%
Quadrature Capital Ltd	671,197	$6,221 萬	0.74%
My Portfolio Guide, LLC	203,402	$1,885 萬	10.42%
CI Private Wealth, LLC	481,492	$1,845 萬	0.03%
E Fund Management Co., Ltd.	144,525	$1,340 萬	0.40%
Henderson Brothers Financial Partners, LLC	126,440	$1,172 萬	2.97%
Fifth Third Bancorp	109,574	$1,016 萬	0.02%
WealthNavi Inc.	97,779	$906.3 萬	0.08%
IMC-Chicago, LLC	84,600	$784.2 萬	0.12%
Roan Capital Partners	80,830	$749.2 萬	6.93%
Gateway Wealth Partners, LLC	76,278	$707.0 萬	0.28%
Independent Advisor Alliance	70,908	$657.2 萬	0.07%
Vestmark Advisory Solutions, Inc.	58,835	$545.3 萬	0.06%
Claro Advisors LLC	56,736	$525.9 萬	0.63%
Arcus Capital Partners, LLC	55,607	$515.4 萬	1.85%
Apriem Advisors	52,729	$488.7 萬	0.47%
Ssi Investment Management LLC	50,910	$471.9 萬	0.33%
Empowered Funds, LLC	43,737	$405.4 萬	0.03%
January Capital Advisors LLC	40,997	$380.0 萬	5.12%
Allworth Financial LP	27,066	$250.9 萬	0.01%
Vaughan David Investments LLC	26,600	$246.6 萬	0.05%
Buckingham Strategic Partners	26,204	$242.9 萬	0.02%
LifeGoal Wealth Advisors	25,011	$235.9 萬	1.35%
Fidelis Capital Partners, LLC	24,768	$229.6 萬	0.16%
WNY Asset Management, LLC	24,189	$224.2 萬	0.23%
CIBC Bancorp USA Inc.	24,011	$222.6 萬	0.00%
Advisor OS, LLC	20,930	$194.0 萬	0.14%
Hegarty Advisors, LLC	20,790	$192.7 萬	1.52%
Oppenheimer & Co Inc	19,358	$179.4 萬	0.02%
Fiduciary Alliance LLC	17,777	$168.7 萬	0.10%
Nicolet Bankshares Inc	15,266	$141.5 萬	0.05%
Nomura Asset Management International Inc.	15,233	$141.2 萬	0.00%
Nvest Financial, LLC	10,450	$96.9 萬	0.36%
Brighton Jones LLC	10,049	$93.1 萬	0.02%
Vista Finance, LLC	9,951	$92.2 萬	0.73%
Legacy Solutions, LLC	9,803	$90.9 萬	0.84%
Snowden Capital Advisors LLC	8,275	$76.7 萬	0.02%
HORAN Wealth, LLC	8,785	$75.0 萬	0.07%
Tower Bridge Advisors	7,965	$73.8 萬	0.07%
Coastal Investment Advisors, Inc.	7,542	$69.9 萬	0.24%
Independent Wealth Network Inc.	6,873	$63.7 萬	0.19%
Garde Capital, Inc.	6,823	$63.2 萬	0.04%
TCG Advisory Services, LLC	6,761	$62.7 萬	0.02%
CMC Financial Group	6,400	$59.3 萬	1.20%
Fortis Capital Management LLC	5,794	$53.7 萬	0.07%
Talon Private Wealth, LLC	5,460	$50.6 萬	0.07%
Clarity Capital Advisors, LLC	5,197	$48.2 萬	0.22%
Titleist Asset Management, LLC	5,083	$47.1 萬	0.04%
Ami Asset Management Corp	5,069	$47.0 萬	0.03%
Crestwood Advisors Group LLC	4,888	$45.3 萬	0.01%
Family CFO Inc	4,684	$43.4 萬	0.19%
LexAurum Advisors, LLC	4,679	$43.4 萬	0.06%
Sunpointe, LLC	4,193	$38.9 萬	0.13%
Inspire Advisors, LLC	4,102	$38.0 萬	0.03%
Boston Private Wealth LLC	4,010	$37.2 萬	0.02%
LeClair Wealth Partners LLC	3,736	$34.6 萬	0.12%
Astra Wealth Partners LLC	3,673	$34.0 萬	0.21%
Eqis Capital Management, Inc.	3,582	$33.2 萬	0.10%
Archer Investment Management, LLC	3,500	$32.4 萬	0.14%
Virtue Capital Management, LLC	3,619	$32.3 萬	0.05%
Camden Capital, LLC	3,126	$29.0 萬	0.02%
Cypress Capital Group	3,072	$28.5 萬	0.03%
XTX Topco Ltd	3,029	$28.1 萬	0.00%
Abacus Wealth Partners, LLC	3,000	$27.8 萬	0.03%
Strathmore Capital Advisors, Inc.	2,957	$27.6 萬	0.08%
Burke & Herbert Bank & Trust Co	2,972	$27.5 萬	0.08%
Marino, Stram & Associates LLC	2,965	$27.5 萬	0.05%
Smith, Salley & Associates	2,946	$27.3 萬	0.01%
Sequoia Financial Advisors, LLC	2,828	$26.2 萬	0.00%
Peapack Gladstone Financial Corp	2,764	$25.6 萬	0.00%
Pathstone Holdings, LLC	2,743	$25.4 萬	0.00%
Chicago Partners Investment Group LLC	2,690	$25.2 萬	0.01%
Financial & Tax Architects, LLC	2,674	$24.8 萬	0.06%
Marks Group Wealth Management, Inc	2,649	$24.6 萬	0.02%
Nicholas Hoffman & Company, LLC.	2,623	$24.3 萬	0.01%
Fermata Advisors, LLC	2,508	$23.2 萬	0.05%
Maridea Wealth Management LLC	2,440	$22.6 萬	0.03%
Princeton Global Asset Management LLC	2,420	$22.4 萬	0.04%
VisionPoint Advisory Group, LLC	2,368	$21.9 萬	0.04%
D'Orazio & Associates, Inc.	2,290	$21.2 萬	0.03%
Financial Engines Advisors L.L.C.	2,285	$21.2 萬	0.00%
Charter Trust Co	2,269	$21.0 萬	0.01%
Kavar Capital Partners Group, LLC	2,265	$21.0 萬	0.03%
Oasis Advisors, LLC	2,261	$21.0 萬	0.04%
Ritholtz Wealth Management	2,250	$20.9 萬	0.00%
Northern Trust Corp	2,222	$20.6 萬	0.00%
SFG Wealth Management, LLC.	2,215	$20.5 萬	0.08%
Bridges Investment Management Inc	2,207	$20.5 萬	0.00%
Dorsey & Whitney Trust CO LLC	2,184	$20.2 萬	0.01%
Excalibur Management Corp	2,183	$20.2 萬	0.07%
Blackston Financial Advisory Group, LLC	2,163	$20.0 萬	0.13%
Loomis Sayles & Co L P	2,010	$18.6 萬	0.00%
Maseco LLP	1,394	$12.9 萬	0.00%
Teachers Insurance & Annuity Association of America	1,085	$10.1 萬	0.13%
Quadrant Capital Group LLC	1,078	$9.99 萬	0.00%
Bank of New Hampshire	928	$8.60 萬	0.02%
Purpose Unlimited Inc.	771	$7.14 萬	0.00%
MBM Wealth Consultants, LLC	756	$7.01 萬	0.02%

清倉機構（74 家）

2025 年第 4 季季末持有 World Gold Trust、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 GLDM 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Payden & Rygel	1,300,000	$1.11 億
Diversify Advisory Services, LLC	490,467	$4,449 萬
Nearwater Capital Markets, Ltd	276,600	$2,361 萬
Bank of Nova Scotia	262,000	$2,237 萬
Peak Retirement Planning, Inc.	178,128	$1,521 萬
Park Avenue Securities LLC	142,121	$1,213 萬
Plum Street Advisors, LLC	131,780	$1,125 萬
StoneX Group Inc.	124,169	$1,066 萬
Janney Montgomery Scott LLC	88,670	$757.0 萬
Alliance Wealth Advisors, LLC	87,251	$744.9 萬
John Boyer, Inc.	82,335	$702.9 萬
Money Concepts Capital Corp	79,945	$682.5 萬
Palladiem, LLC	75,597	$648.9 萬
Alliancebernstein L.P.	56,220	$480.0 萬
GeoWealth Management, LLC	54,347	$464.0 萬
Omnitrust Wealth Management, Inc	53,459	$456.4 萬
Headlands Technologies LLC	30,543	$260.7 萬
Arete Wealth Advisors, LLC	24,853	$212.2 萬
Wealth Management Nebraska	24,616	$210.1 萬
Q3 Asset Management	22,458	$191.7 萬
IFG Advisory, LLC	22,246	$189.9 萬
Interchange Capital Partners, LLC	14,485	$123.7 萬
Integrated Wealth Management	9,783	$83.5 萬
J.W. Cole Advisors, Inc.	9,952	$78.5 萬
XML Financial, LLC	8,861	$75.6 萬
SOL Capital Management CO	8,150	$69.6 萬
Modera Wealth Management, LLC	8,106	$69.2 萬
Latitude Advisors, LLC	7,582	$64.7 萬
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5,959	$50.9 萬
Investor's Fiduciary Advisor Network, LLC	5,952	$50.8 萬
Howard Bailey Securities, LLC	5,822	$49.7 萬
K2 Financial Inc.	5,430	$48.1 萬
Emergent Wealth Advisors, LLC	5,439	$46.4 萬
Family Wealth Group, LLC	5,034	$43.0 萬
Csenge Advisory Group	4,720	$40.3 萬
Willis Johnson & Associates, Inc.	4,374	$37.3 萬
Vontobel Holding Ltd.	4,000	$34.1 萬
Verdence Capital Advisors LLC	3,950	$33.7 萬
Resurgent Financial Advisors LLC	3,822	$32.6 萬
Kaizen Financial Strategies	3,780	$32.3 萬
Woodmont Investment Counsel LLC	3,734	$31.9 萬
Caliber Wealth Management, LLC	3,385	$28.9 萬
Great Lakes Retirement, Inc.	3,309	$28.2 萬
Fulcrum Equity Management	3,233	$27.6 萬
LifeWealth Investments, LLC	3,233	$27.6 萬
Sharkey, Howes & Javer	3,140	$26.8 萬
We Are One Seven, LLC	3,048	$26.0 萬
Cahaba Wealth Management, Inc.	3,034	$25.9 萬
Centennial Advisors, LLC	2,992	$25.5 萬
Journey Retirement Planning & Investment Management LLC	2,991	$25.5 萬
Empirical Asset Management, LLC	2,864	$24.4 萬
Syntegra Private Wealth Group, LLC	2,820	$24.1 萬
Transcend Wealth Collective, LLC	2,795	$23.9 萬
Regimen Wealth, LLC	2,735	$23.3 萬
Pinnacle Family Advisors, LLC	2,639	$22.5 萬
BCS Wealth Management	2,582	$22.0 萬
Confluence Wealth Services, Inc.	2,582	$22.0 萬
Engineers Gate Manager LP	2,556	$21.8 萬
FLP Wealth Management, LLC	2,445	$20.9 萬
Integrated Investment Consultants, LLC	2,420	$20.7 萬
Sax Wealth Advisors, LLC	2,395	$20.4 萬
Laurel Wealth Advisors LLC	1,893	$16.2 萬
IFC & Insurance Marketing, Inc.	1,657	$14.1 萬
Thurston, Springer, Miller, Herd & Titak, Inc.	691	$5.90 萬
SageView Advisory Group, LLC	391	$3.34 萬
WPG Advisers, LLC	354	$3.02 萬
Cape Investment Advisory, Inc.	268	$2.29 萬
Optima Capital LLC	247	$2.11 萬
Tucker Asset Management LLC	189	$1.61 萬
Commonwealth Retirement Investments LLC	175	$1.49 萬
Vermillion & White Wealth Management Group, LLC	130	$1.11 萬
Hoey Investments, Inc	128	$1.09 萬
Crewe Advisors LLC	20	$1,708
Legacy Wealth Managment, LLC	16	$1,366

尚未申報 2026 年第 1 季的機構（14 家）

2025 年第 4 季季末持有 World Gold Trust、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 GLDM、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Capitolis Liquid Global Markets LLC	720,200	$6,148 萬
Austin Private Wealth, LLC	142,920	$1,220 萬
AIFG Consultants Ltd.	109,299	$933.1 萬
Comerica Bank	81,670	$697.2 萬
NDVR, Inc.	56,736	$484.4 萬
CIBC Private Wealth Group, LLC	22,470	$191.8 萬
MidWestOne Financial Group, Inc.	16,754	$143.0 萬
Alpha Cubed Investments, LLC	16,701	$142.6 萬
Clearview Wealth Advisors LLC	10,572	$90.3 萬
Motiv8 Investments LLC	8,415	$71.8 萬
Safe Harbor Wealth Advisors, LLC	6,861	$66.7 萬
High Falls Advisors, Inc	6,968	$59.5 萬
Trust Co of Vermont	1,263	$10.8 萬
ORG Partners LLC	353	$3.01 萬