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 |
|---|---|---|---|---|---|
| LFG Wealth Partners, LLC | 2,790 | $25.9 萬 | 0.16% | −106−3.7% | 減碼 |
| Moseley Investment Management Inc | 2,815 | $26.1 萬 | 0.08% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 2,828 | $26.2 萬 | 0.00% | +2,828 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,866 | $26.6 萬 | 0.00% | +56+2.0% | 加碼 |
| Rodgers & Associates, LTD | 2,875 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| OxenFree Capital LLC | 2,825 | $26.8 萬 | 0.13% | −15−0.5% | 減碼 |
| Richardson Capital Management LLC | 2,905 | $26.9 萬 | 0.13% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,910 | $27.0 萬 | 0.02% | +526+22.1% | 加碼 |
| Steel Peak Wealth Management LLC | 2,919 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Smith, Salley & Associates | 2,946 | $27.3 萬 | 0.01% | +2,946 | 新進 |
| WealthBridge Capital Management, LLC | 2,947 | $27.3 萬 | 0.06% | +60+2.1% | 加碼 |
| Washington Trust Advisors, Inc. | 2,948 | $27.3 萬 | 0.02% | +827+39.0% | 加碼 |
| Saxony Capital Management, LLC | 2,950 | $27.3 萬 | 0.16% | −7,626−72.1% | 減碼 |
| HCR Wealth Advisors | 2,964 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 2,965 | $27.5 萬 | 0.05% | +2,965 | 新進 |
| Mosaic Family Wealth Partners, LLC | 2,970 | $27.5 萬 | 0.03% | −616−17.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 2,972 | $27.5 萬 | 0.08% | +2,972 | 新進 |
| Strathmore Capital Advisors, Inc. | 2,957 | $27.6 萬 | 0.08% | +2,957 | 新進 |
| Abacus Wealth Partners, LLC | 3,000 | $27.8 萬 | 0.03% | +3,000 | 新進 |
| Kingswood Wealth Advisors, LLC | 3,011 | $27.9 萬 | 0.01% | −2,912−49.2% | 減碼 |
| Facet Wealth, Inc. | 3,014 | $27.9 萬 | 0.00% | +322+12.0% | 加碼 |
| Berkshire Asset Management LLC | 3,018 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 3,029 | $28.1 萬 | 0.00% | +3,029 | 新進 |
| Refined Wealth Management | 3,072 | $28.5 萬 | 0.18% | 00.0% | 不變 |
| Cypress Capital Group | 3,072 | $28.5 萬 | 0.03% | +3,072 | 新進 |
| N.E.W. Advisory Services LLC | 3,079 | $28.5 萬 | 0.02% | +4+0.1% | 加碼 |
| MidFirst Bank | 3,082 | $28.6 萬 | 0.02% | −23−0.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 3,085 | $28.6 萬 | 0.02% | −138−4.3% | 減碼 |
| Axxcess Wealth Management, LLC | 3,110 | $28.8 萬 | 0.01% | −2,613−45.7% | 減碼 |
| Asset Allocation Strategies LLC | 3,110 | $28.8 萬 | 0.05% | +206+7.1% | 加碼 |
| International Private Wealth Advisors LLC | 3,116 | $28.9 萬 | 0.18% | −92−2.9% | 減碼 |
| Painted Porch Advisors LLC | 3,121 | $28.9 萬 | 0.14% | −7−0.2% | 減碼 |
| Camden Capital, LLC | 3,126 | $29.0 萬 | 0.02% | +3,126 | 新進 |
| WealthTrak Capital Management LLC | 3,130 | $29.0 萬 | 0.21% | −6,502−67.5% | 減碼 |
| Flatrock Wealth Partners LLC | 3,137 | $29.1 萬 | 0.13% | +57+1.9% | 加碼 |
| DGS Capital Management, LLC | 3,150 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 3,110 | $29.4 萬 | 0.02% | −36−1.1% | 減碼 |
| Essential Partners LLC | 3,245 | $30.1 萬 | 0.10% | +300+10.2% | 加碼 |
| Gen-Wealth Partners Inc | 3,269 | $30.3 萬 | 0.10% | −6,435−66.3% | 減碼 |
| Indivisible Partners | 3,275 | $30.4 萬 | 0.03% | +142+4.5% | 加碼 |
| Professional Financial Advisors, LLC | 3,326 | $30.8 萬 | 0.06% | +21+0.6% | 加碼 |
| Tranquility Partners, LLC | 3,383 | $31.4 萬 | 0.12% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 3,435 | $31.8 萬 | 0.12% | −4,226−55.2% | 減碼 |
| Aegis Wealth Management LLC | 3,445 | $31.9 萬 | 0.18% | −1,253−26.7% | 減碼 |
| Genesis Private Wealth, LLC | 3,461 | $32.1 萬 | 0.10% | −226−6.1% | 減碼 |
| National Wealth Management Group, LLC | 3,468 | $32.1 萬 | 0.12% | +441+14.6% | 加碼 |
| Virtue Capital Management, LLC | 3,619 | $32.3 萬 | 0.05% | +3,619 | 新進 |
| Archer Investment Management, LLC | 3,500 | $32.4 萬 | 0.14% | +3,500 | 新進 |
| Roman Butler Fullerton & Co | 3,494 | $32.7 萬 | 0.09% | −2,066−37.2% | 減碼 |
| Triad Wealth Partners, LLC | 3,530 | $32.7 萬 | 0.03% | −2,211−38.5% | 減碼 |
| Brookwood Investment Group LLC | 3,538 | $32.8 萬 | 0.04% | −843−19.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,550 | $32.9 萬 | 0.01% | +200+6.0% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 3,560 | $33.0 萬 | 0.14% | 00.0% | 不變 |
| Invera Wealth Advisors, LLC | 3,573 | $33.1 萬 | 0.21% | +512+16.7% | 加碼 |
| Barnett & Company, Inc. | 3,576 | $33.1 萬 | 0.26% | +16+0.4% | 加碼 |
| Eqis Capital Management, Inc. | 3,582 | $33.2 萬 | 0.10% | +3,582 | 新進 |
| Gibbs Wealth Management | 3,587 | $33.2 萬 | 0.04% | −899−20.0% | 減碼 |
| Sutton Place Investors LLC | 3,601 | $33.4 萬 | 0.18% | −3,298−47.8% | 減碼 |
| Estate Planners Group, LLC | 3,616 | $33.5 萬 | 0.16% | +355+10.9% | 加碼 |
| Clifford Group, LLC | 3,626 | $33.6 萬 | 0.26% | −937−20.5% | 減碼 |
| Tfo-TDC, LLC | 3,658 | $33.9 萬 | 0.05% | +358+10.8% | 加碼 |
| Astra Wealth Partners LLC | 3,673 | $34.0 萬 | 0.21% | +3,673 | 新進 |
| Blue Water Asset Management | 3,736 | $34.6 萬 | 0.12% | +40+1.1% | 加碼 |
| LeClair Wealth Partners LLC | 3,736 | $34.6 萬 | 0.12% | +3,736 | 新進 |
| Catalina Capital Group, LLC | 3,741 | $34.7 萬 | 0.21% | −4,036−51.9% | 減碼 |
| Prospera Financial Services Inc | 3,849 | $35.7 萬 | 0.01% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,855 | $35.7 萬 | 0.02% | −7,442−65.9% | 減碼 |
| LongView Wealth Management | 3,734 | $35.8 萬 | 0.09% | +210+6.0% | 加碼 |
| Entruity Wealth, LLC | 3,900 | $36.1 萬 | 0.25% | 00.0% | 不變 |
| Aspiriant, LLC | 3,902 | $36.2 萬 | 0.01% | +65+1.7% | 加碼 |
| Balance Wealth, LLC | 3,904 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Mma Asset Management LLC | 3,913 | $36.3 萬 | 0.13% | +673+20.8% | 加碼 |
| Meeder Advisory Services, Inc. | 3,943 | $36.5 萬 | 0.02% | −5−0.1% | 減碼 |
| Angeles Wealth Management, LLC | 3,946 | $36.6 萬 | 0.02% | +1,065+37.0% | 加碼 |
| Bell Investment Advisors, Inc | 3,985 | $36.9 萬 | 0.06% | 00.0% | 不變 |
| Boston Private Wealth LLC | 4,010 | $37.2 萬 | 0.02% | +4,010 | 新進 |
| Paragon Advisors, LLC | 4,033 | $37.4 萬 | 0.10% | +295+7.9% | 加碼 |
| Livet Wealth, LLC | 4,040 | $37.4 萬 | 0.24% | 00.0% | 不變 |
| Net Worth Advisory Group | 4,070 | $37.7 萬 | 0.08% | −287−6.6% | 減碼 |
| Sowell Financial Services LLC | 4,102 | $38.0 萬 | 0.01% | −1,040−20.2% | 減碼 |
| Inspire Advisors, LLC | 4,102 | $38.0 萬 | 0.03% | +4,102 | 新進 |
| Access Investment Management LLC | 4,120 | $38.2 萬 | 0.10% | −480−10.4% | 減碼 |
| Guidance Point Advisors, LLC | 4,122 | $38.2 萬 | 0.09% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 4,146 | $38.4 萬 | 0.03% | −5,900−58.7% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,150 | $38.5 萬 | 0.13% | +650+18.6% | 加碼 |
| Sunpointe, LLC | 4,193 | $38.9 萬 | 0.13% | +4,193 | 新進 |
| Meredith Wealth Planning | 4,197 | $38.9 萬 | 0.11% | 00.0% | 不變 |
| Greenleaf Trust | 4,204 | $39.0 萬 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 4,220 | $39.1 萬 | 0.06% | 00.0% | 不變 |
| Hobbs Wealth Management, LLC | 4,344 | $40.3 萬 | 0.40% | −3,787−46.6% | 減碼 |
| First National Trust Co | 4,379 | $40.6 萬 | 0.01% | −1,123−20.4% | 減碼 |
| Asempa Wealth Advisors | 4,401 | $41.5 萬 | 0.36% | +634+16.8% | 加碼 |
| Beacon Financial Advisory LLC | 4,495 | $41.7 萬 | 0.09% | −4,027−47.3% | 減碼 |
| Noesis Capital Mangement Corp | 4,495 | $41.7 萬 | 0.06% | +440+10.9% | 加碼 |
| AlTi Global, Inc. | 4,518 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Novem Group | 4,581 | $42.5 萬 | 0.05% | +345+8.1% | 加碼 |
| Regal Investment Advisors LLC | 4,637 | $43.0 萬 | 0.02% | +1,329+40.2% | 加碼 |
| Financial Network Wealth Advisors LLC | 4,654 | $43.1 萬 | 0.44% | −2,173−31.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 4,664 | $43.2 萬 | 0.02% | −475−9.2% | 減碼 |
| LexAurum Advisors, LLC | 4,679 | $43.4 萬 | 0.06% | +4,679 | 新進 |