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 |
|---|---|---|---|---|---|
| Family CFO Inc | 4,684 | $43.4 萬 | 0.19% | +4,684 | 新進 |
| Regions Financial Corp | 4,719 | $43.7 萬 | 0.00% | +41+0.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,740 | $43.9 萬 | 0.03% | +294+6.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,756 | $44.0 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 4,753 | $44.1 萬 | 0.02% | −282−5.6% | 減碼 |
| Resources Investment Advisors, LLC. | 4,774 | $44.3 萬 | 0.00% | +1,343+39.1% | 加碼 |
| GWN Securities Inc. | 4,786 | $44.4 萬 | 0.08% | −250−5.0% | 減碼 |
| WealthPLAN Partners, LLC | 4,860 | $45.0 萬 | 0.09% | −10,552−68.5% | 減碼 |
| Arwa LLC | 4,781 | $45.1 萬 | 0.22% | +1,439+43.1% | 加碼 |
| Crestwood Advisors Group LLC | 4,888 | $45.3 萬 | 0.01% | +4,888 | 新進 |
| Rossby Financial, LCC | 4,814 | $45.4 萬 | 0.09% | +4,788+18,415.4% | 加碼 |
| Strategic Blueprint, LLC | 4,913 | $45.5 萬 | 0.03% | −5,093−50.9% | 減碼 |
| BKA Wealth Consulting, Inc. | 4,931 | $45.7 萬 | 0.35% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 4,942 | $45.8 萬 | 0.18% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 4,946 | $45.8 萬 | 0.01% | −6,865−58.1% | 減碼 |
| HB Wealth Management, LLC | 4,959 | $46.0 萬 | 0.00% | −246−4.7% | 減碼 |
| Greenwich Wealth Management LLC | 4,963 | $46.0 萬 | 0.02% | +585+13.4% | 加碼 |
| Silverlake Wealth Management LLC | 5,033 | $46.7 萬 | 0.10% | −105−2.0% | 減碼 |
| Ami Asset Management Corp | 5,069 | $47.0 萬 | 0.03% | +5,069 | 新進 |
| Titleist Asset Management, LLC | 5,083 | $47.1 萬 | 0.04% | +5,083 | 新進 |
| B.O.S.S. Retirement Advisors, LLC | 5,130 | $47.5 萬 | 0.14% | −17,259−77.1% | 減碼 |
| Clarity Capital Advisors, LLC | 5,197 | $48.2 萬 | 0.22% | +5,197 | 新進 |
| Equita Financial Network, Inc. | 5,212 | $48.3 萬 | 0.15% | +1,457+38.8% | 加碼 |
| WealthPoint Financial, LLC | 5,252 | $48.7 萬 | 0.41% | −10,889−67.5% | 減碼 |
| Absolute Capital Management, LLC | 5,258 | $48.7 萬 | 0.16% | +302+6.1% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 5,340 | $49.5 萬 | 0.18% | 00.0% | 不變 |
| ShoreHaven Wealth Partners, LLC | 5,433 | $50.4 萬 | 0.18% | −17−0.3% | 減碼 |
| Talon Private Wealth, LLC | 5,460 | $50.6 萬 | 0.07% | +5,460 | 新進 |
| HM Payson & Co | 5,511 | $51.1 萬 | 0.01% | +261+5.0% | 加碼 |
| Oceanside Advisors LLC | 5,527 | $51.2 萬 | 0.29% | −69−1.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 5,547 | $51.4 萬 | 0.12% | +1,009+22.2% | 加碼 |
| McAdam, LLC | 5,593 | $51.8 萬 | 0.02% | +14+0.3% | 加碼 |
| Etesian Wealth Advisors, Inc. | 5,619 | $52.1 萬 | 0.17% | −359−6.0% | 減碼 |
| Fortis Capital Management LLC | 5,794 | $53.7 萬 | 0.07% | +5,794 | 新進 |
| Savvy Advisors, Inc. | 5,795 | $53.7 萬 | 0.01% | −65,439−91.9% | 減碼 |
| Valeo Financial Advisors, LLC | 5,827 | $54.0 萬 | 0.01% | +599+11.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 5,840 | $54.1 萬 | 0.04% | +155+2.7% | 加碼 |
| Washington Trust Co | 5,843 | $54.2 萬 | 0.02% | +500+9.4% | 加碼 |
| Bauman Advisory Group, LLC | 5,888 | $54.6 萬 | 0.38% | −109−1.8% | 減碼 |
| Anchor Investment Management, LLC | 5,899 | $54.7 萬 | 0.05% | −50−0.8% | 減碼 |
| Range Advisory, LLC | 5,923 | $54.9 萬 | 0.10% | +909+18.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 5,951 | $55.2 萬 | 0.02% | +1,527+34.5% | 加碼 |
| Souders Financial Advisors | 6,010 | $55.7 萬 | 0.06% | 00.0% | 不變 |
| MBE Wealth Management, LLC | 6,018 | $55.8 萬 | 0.23% | −102−1.7% | 減碼 |
| Principal Securities, Inc. | 6,059 | $56.2 萬 | 0.01% | −158−2.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,105 | $56.6 萬 | 0.04% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 6,328 | $56.9 萬 | 0.17% | +726+13.0% | 加碼 |
| Norden Group LLC | 6,174 | $57.2 萬 | 0.05% | −2,856−31.6% | 減碼 |
| Tactive Advisors, LLC | 6,187 | $57.3 萬 | 0.16% | −785−11.3% | 減碼 |
| Weil Company, Inc. | 6,248 | $57.9 萬 | 0.13% | 00.0% | 不變 |
| King Wealth | 6,301 | $58.4 萬 | 0.07% | 00.0% | 不變 |
| Manhattan West Asset Management, LLC | 6,313 | $58.5 萬 | 0.11% | +3,241+105.5% | 加碼 |
| Decker Wealth Management LLC | 6,335 | $58.7 萬 | 0.13% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 6,346 | $58.8 萬 | 0.01% | +747+13.3% | 加碼 |
| Sentinel Trust Co Lba | 6,355 | $58.9 萬 | 0.06% | 00.0% | 不變 |
| CMC Financial Group | 6,400 | $59.3 萬 | 1.20% | +6,400 | 新進 |
| Tempus Wealth Planning, LLC | 6,449 | $59.8 萬 | 0.14% | −4,555−41.4% | 減碼 |
| ArborFi Advisors, LLC | 6,478 | $60.0 萬 | 0.49% | −1,468−18.5% | 減碼 |
| Global View Capital Management LLC | 6,486 | $60.1 萬 | 0.16% | +839+14.9% | 加碼 |
| Total Investment Management Inc | 6,556 | $60.8 萬 | 0.07% | −3,488−34.7% | 減碼 |
| Miller Global Investments, LLC | 6,594 | $61.1 萬 | 0.56% | −400−5.7% | 減碼 |
| Redwood Investment Management, LLC | 6,613 | $61.3 萬 | 0.08% | −10,185−60.6% | 減碼 |
| Eldridge Investment Advisors, Inc. | 6,652 | $61.7 萬 | 0.14% | −210−3.1% | 減碼 |
| International Assets Investment Management, LLC | 6,605 | $62.3 萬 | 0.04% | +4,805+266.9% | 加碼 |
| Private Trust Co NA | 6,748 | $62.5 萬 | 0.06% | −42−0.6% | 減碼 |
| TCG Advisory Services, LLC | 6,761 | $62.7 萬 | 0.02% | +6,761 | 新進 |
| Flputnam Investment Management Co | 6,779 | $62.8 萬 | 0.01% | −377−5.3% | 減碼 |
| Garde Capital, Inc. | 6,823 | $63.2 萬 | 0.04% | +6,823 | 新進 |
| OneAscent Financial Services LLC | 6,829 | $63.3 萬 | 0.03% | +1,987+41.0% | 加碼 |
| Independent Wealth Network Inc. | 6,873 | $63.7 萬 | 0.19% | +6,873 | 新進 |
| Spectrum Planning & Advisory Services Inc. | 6,891 | $63.9 萬 | 0.32% | +528+8.3% | 加碼 |
| Theory Financial LLC | 6,904 | $64.0 萬 | 0.22% | −12,949−65.2% | 減碼 |
| Curtis Wealth Management LLC | 6,973 | $64.6 萬 | 0.61% | −7,501−51.8% | 減碼 |
| Prosperity Consulting Group, LLC | 7,058 | $65.4 萬 | 0.03% | −3,215−31.3% | 減碼 |
| Fiscal Wisdom Wealth Management, LLC | 7,090 | $65.7 萬 | 0.63% | +242+3.5% | 加碼 |
| Advisors Capital Management, LLC | 7,159 | $66.4 萬 | 0.01% | 00.0% | 不變 |
| Marshall & Sterling Wealth Advisors Inc. | 7,173 | $66.5 萬 | 0.43% | −4,610−39.1% | 減碼 |
| Hamilton Capital, LLC | 7,220 | $66.9 萬 | 0.03% | +546+8.2% | 加碼 |
| Smartleaf Asset Management LLC | 7,523 | $67.2 萬 | 0.02% | −8,017−51.6% | 減碼 |
| Intrua Financial, LLC | 7,261 | $67.3 萬 | 0.07% | −345−4.5% | 減碼 |
| MKT Advisors LLC | 7,258 | $67.5 萬 | 0.23% | −541−6.9% | 減碼 |
| Almanack Investment Partners, LLC. | 7,335 | $68.0 萬 | 0.11% | +1,830+33.2% | 加碼 |
| OMNI 360 Wealth, Inc. | 7,350 | $68.1 萬 | 0.35% | −1,650−18.3% | 減碼 |
| Wealth Alliance | 7,416 | $68.7 萬 | 0.07% | −1,636−18.1% | 減碼 |
| United Capital Financial Advisers, LLC | 7,497 | $69.5 萬 | 0.00% | −480−6.0% | 減碼 |
| Millstone Evans Group, LLC | 7,499 | $69.5 萬 | 0.42% | +1,000+15.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 7,542 | $69.9 萬 | 0.24% | +7,542 | 新進 |
| Alpha Financial Partners, LLC | 7,591 | $70.4 萬 | 0.42% | −569−7.0% | 減碼 |
| GWM Advisors LLC | 7,690 | $71.3 萬 | 0.00% | −191,266−96.1% | 減碼 |
| Ares Financial Consulting, LLC | 7,590 | $71.6 萬 | 0.56% | +1,448+23.6% | 加碼 |
| Mather Group, LLC. | 7,780 | $72.1 萬 | 0.01% | 00.0% | 不變 |
| Appleton Partners Inc | 7,803 | $72.3 萬 | 0.05% | +202+2.7% | 加碼 |
| Signet Financial Management, LLC | 7,833 | $72.6 萬 | 0.08% | −1,198−13.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,900 | $73.2 萬 | 0.03% | −700−8.1% | 減碼 |
| Tower Bridge Advisors | 7,965 | $73.8 萬 | 0.07% | +7,965 | 新進 |
| Matrix Trust Co | 8,037 | $74.5 萬 | 0.12% | −6,521−44.8% | 減碼 |
| Wedbush Securities Inc | 8,046 | $74.6 萬 | 0.02% | −890−10.0% | 減碼 |
| First Heartland Consultants, Inc. | 8,055 | $74.7 萬 | 0.06% | +4,099+103.6% | 加碼 |
| Integrity Advisory Solutions, LLC | 8,085 | $74.9 萬 | 0.10% | +337+4.3% | 加碼 |
| HORAN Wealth, LLC | 8,785 | $75.0 萬 | 0.07% | +8,785 | 新進 |