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。
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 | $142.5 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 |
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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 655 | $6.18 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 690 | $6.38 萬 | 0.00% | +690 | 新進 |
| MBM Wealth Consultants, LLC | 756 | $7.01 萬 | 0.02% | +756 | 新進 |
| Purpose Unlimited Inc. | 771 | $7.14 萬 | 0.00% | +771 | 新進 |
| Signature Equity Partners, LLC | 792 | $7.34 萬 | 0.04% | +705+810.3% | 加碼 |
| Evolution Wealth Management Inc. | 827 | $7.67 萬 | 0.06% | −3−0.4% | 減碼 |
| Root Financial Partners, LLC | 917 | $8.50 萬 | 0.00% | +554+152.6% | 加碼 |
| Bank of New Hampshire | 928 | $8.60 萬 | 0.02% | +928 | 新進 |
| WestEnd Advisors, LLC | 943 | $8.74 萬 | 0.00% | −1,320−58.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,009 | $9.35 萬 | 0.00% | +893+769.8% | 加碼 |
| NBT Bank N A | 1,038 | $9.62 萬 | 0.01% | +61+6.2% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,065 | $9.87 萬 | 0.03% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,075 | $9.96 萬 | 0.01% | +250+30.3% | 加碼 |
| Quadrant Capital Group LLC | 1,078 | $9.99 萬 | 0.00% | +1,078 | 新進 |
| Teachers Insurance & Annuity Association of America | 1,085 | $10.1 萬 | 0.13% | +1,085 | 新進 |
| LGT Financial Advisors LLC | 1,227 | $11.4 萬 | 0.58% | −396−24.4% | 減碼 |
| Geneos Wealth Management Inc. | 1,235 | $11.4 萬 | 0.00% | −128−9.4% | 減碼 |
| First Horizon Corp | 1,256 | $11.6 萬 | 0.00% | −990−44.1% | 減碼 |
| FWL Investment Management, LLC | 1,331 | $12.3 萬 | 0.03% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 1,367 | $12.7 萬 | 0.05% | +1,037+314.2% | 加碼 |
| Maseco LLP | 1,394 | $12.9 萬 | 0.00% | +1,394 | 新進 |
| Private Wealth Asset Management, LLC | 1,400 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,437 | $13.3 萬 | 0.00% | +198+16.0% | 加碼 |
| Gould Capital, LLC | 1,624 | $15.1 萬 | 0.09% | +467+40.4% | 加碼 |
| Piscataqua Savings Bank | 1,791 | $16.6 萬 | 0.12% | 00.0% | 不變 |
| BFSG, LLC | 1,877 | $17.4 萬 | 0.02% | 00.0% | 不變 |
| TD Capital Management LLC | 1,993 | $18.5 萬 | 0.02% | 00.0% | 不變 |
| Hickory Point Bank & Trust | 2,010 | $18.6 萬 | 0.12% | −2,675−57.1% | 減碼 |
| Loomis Sayles & Co L P | 2,010 | $18.6 萬 | 0.00% | +2,010 | 新進 |
| Bulwark Capital Corp | 2,039 | $18.9 萬 | 0.12% | −648−24.1% | 減碼 |
| Elevated Capital Advisors, LLC | 2,129 | $19.7 萬 | 0.05% | −158−6.9% | 減碼 |
| Key Financial Inc | 2,147 | $19.9 萬 | 0.04% | 00.0% | 不變 |
| Shrier Wealth Management, LLC | 2,162 | $20.0 萬 | 0.07% | −265−10.9% | 減碼 |
| Rosenberg Matthew Hamilton | 2,162 | $20.0 萬 | 0.04% | 00.0% | 不變 |
| Blackston Financial Advisory Group, LLC | 2,163 | $20.0 萬 | 0.13% | +2,163 | 新進 |
| Fisher Asset Management, LLC | 2,173 | $20.2 萬 | 0.00% | −8,178−79.0% | 減碼 |
| Excalibur Management Corp | 2,183 | $20.2 萬 | 0.07% | +2,183 | 新進 |
| Dorsey & Whitney Trust CO LLC | 2,184 | $20.2 萬 | 0.01% | +2,184 | 新進 |
| Community Bank, N.A. | 2,195 | $20.3 萬 | 0.02% | −340−13.4% | 減碼 |
| Bridges Investment Management Inc | 2,207 | $20.5 萬 | 0.00% | +2,207 | 新進 |
| Compass Financial Services Inc | 2,214 | $20.5 萬 | 0.09% | +1,829+475.1% | 加碼 |
| SFG Wealth Management, LLC. | 2,215 | $20.5 萬 | 0.08% | +2,215 | 新進 |
| Northern Trust Corp | 2,222 | $20.6 萬 | 0.00% | +2,222 | 新進 |
| Ritholtz Wealth Management | 2,250 | $20.9 萬 | 0.00% | +2,250 | 新進 |
| Oasis Advisors, LLC | 2,261 | $21.0 萬 | 0.04% | +2,261 | 新進 |
| Kavar Capital Partners Group, LLC | 2,265 | $21.0 萬 | 0.03% | +2,265 | 新進 |
| Charter Trust Co | 2,269 | $21.0 萬 | 0.01% | +2,269 | 新進 |
| Financial Engines Advisors L.L.C. | 2,285 | $21.2 萬 | 0.00% | +2,285 | 新進 |
| Laurel Oak Wealth Management, LLC | 2,288 | $21.2 萬 | 0.04% | −1,663−42.1% | 減碼 |
| D'Orazio & Associates, Inc. | 2,290 | $21.2 萬 | 0.03% | +2,290 | 新進 |
| Invested Advisors | 2,309 | $21.4 萬 | 0.22% | −62−2.6% | 減碼 |
| Elevation Wealth Management LLC | 2,319 | $21.5 萬 | 0.20% | −302−11.5% | 減碼 |
| Range Financial Group LLC | 2,327 | $21.6 萬 | 0.07% | −3,018−56.5% | 減碼 |
| Impact Partnership Wealth, LLC | 2,360 | $21.9 萬 | 0.03% | −630−21.1% | 減碼 |
| Wealthgarden F.S. LLC | 2,366 | $21.9 萬 | 0.15% | −1,322−35.8% | 減碼 |
| VisionPoint Advisory Group, LLC | 2,368 | $21.9 萬 | 0.04% | +2,368 | 新進 |
| Bluesphere Advisors, LLC | 2,374 | $22.0 萬 | 0.08% | −172−6.8% | 減碼 |
| Stone Point Wealth LLC | 2,374 | $22.0 萬 | 0.06% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,379 | $22.1 萬 | 0.00% | −2,198−48.0% | 減碼 |
| Foguth Wealth Management, LLC. | 2,453 | $22.1 萬 | 0.03% | −442−15.3% | 減碼 |
| Allen Capital Group, LLC | 2,395 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 2,420 | $22.4 萬 | 0.04% | +2,420 | 新進 |
| Endeavor Private Wealth, Inc. | 2,428 | $22.5 萬 | 0.06% | −773−24.1% | 減碼 |
| Stonebrook Private Inc. | 2,430 | $22.5 萬 | 0.05% | −1,095−31.1% | 減碼 |
| Traynor Capital Management, Inc. | 2,524 | $22.5 萬 | 0.01% | −51−2.0% | 減碼 |
| Maridea Wealth Management LLC | 2,440 | $22.6 萬 | 0.03% | +2,440 | 新進 |
| Lansing Street Advisors | 2,484 | $23.0 萬 | 0.06% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,503 | $23.2 萬 | 0.01% | +601+31.6% | 加碼 |
| Fermata Advisors, LLC | 2,508 | $23.2 萬 | 0.05% | +2,508 | 新進 |
| Salomon & Ludwin, LLC | 2,521 | $23.3 萬 | 0.02% | −51−2.0% | 減碼 |
| Tobias Financial Advisors, Inc. | 2,520 | $23.4 萬 | 0.03% | +108+4.5% | 加碼 |
| Hofer & Associates. Inc | 2,541 | $23.6 萬 | 0.13% | +52+2.1% | 加碼 |
| RDA Financial Network | 2,572 | $23.8 萬 | 0.06% | −5,022−66.1% | 減碼 |
| Redwood Park Advisors LLC | 2,586 | $24.0 萬 | 0.18% | +776+42.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,623 | $24.3 萬 | 0.01% | +2,623 | 新進 |
| LaSalle St. Investment Advisors, LLC | 2,627 | $24.3 萬 | 0.03% | −315−10.7% | 減碼 |
| Richardson Financial Services Inc. | 2,645 | $24.5 萬 | 0.15% | −150−5.4% | 減碼 |
| Marks Group Wealth Management, Inc | 2,649 | $24.6 萬 | 0.02% | +2,649 | 新進 |
| Redhawk Wealth Advisors, Inc. | 2,650 | $24.6 萬 | 0.03% | −3,260−55.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 2,651 | $24.6 萬 | 0.00% | −24−0.9% | 減碼 |
| Capital Squared Financial LLC | 2,655 | $24.6 萬 | 0.19% | −220−7.7% | 減碼 |
| Oregon Pacific Wealth Management, LLC | 2,662 | $24.7 萬 | 0.26% | −1,114−29.5% | 減碼 |
| Centaurus Financial, Inc. | 2,664 | $24.7 萬 | 0.01% | −5,442−67.1% | 減碼 |
| Soundwatch Capital LLC | 2,667 | $24.7 萬 | 0.03% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 2,670 | $24.7 萬 | 0.01% | −18,266−87.2% | 減碼 |
| Financial & Tax Architects, LLC | 2,674 | $24.8 萬 | 0.06% | +2,674 | 新進 |
| Fortis Capital Advisors, LLC | 2,689 | $24.9 萬 | 0.03% | −3,575−57.1% | 減碼 |
| Maripau Wealth Management LLC | 2,709 | $25.1 萬 | 0.11% | −2,246−45.3% | 減碼 |
| Advisory Alpha, LLC | 2,686 | $25.1 萬 | 0.01% | −10,330−79.4% | 減碼 |
| Chicago Partners Investment Group LLC | 2,690 | $25.2 萬 | 0.01% | +2,690 | 新進 |
| Briggs Wealth Management, Inc | 2,725 | $25.3 萬 | 0.27% | −603−18.1% | 減碼 |
| Keel Point, LLC | 2,726 | $25.3 萬 | 0.02% | +95+3.6% | 加碼 |
| Beacon Financial Group | 2,733 | $25.3 萬 | 0.03% | −1,426−34.3% | 減碼 |
| Birch Capital Management, LLC | 2,740 | $25.4 萬 | 0.13% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 2,743 | $25.4 萬 | 0.00% | +2,743 | 新進 |
| Peapack Gladstone Financial Corp | 2,764 | $25.6 萬 | 0.00% | +2,764 | 新進 |
| Brian Low Financial Group, LLC | 2,768 | $25.7 萬 | 0.17% | −169−5.8% | 減碼 |
| Iron Financial, LLC | 2,773 | $25.7 萬 | 0.11% | −1,038−27.2% | 減碼 |
| Mason Investment Advisory Services, Inc. | 2,774 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 2,777 | $25.7 萬 | 0.02% | +386+16.1% | 加碼 |