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 |
|---|---|---|---|---|---|
| Financial Life Advisors | 65,860 | $610.5 萬 | 1.90% | −10,797−14.1% | 減碼 |
| Compass Ion Advisors, LLC | 66,033 | $612.1 萬 | 0.58% | +5,498+9.1% | 加碼 |
| Essex Financial Services, Inc. | 66,839 | $619.5 萬 | 0.35% | −1,578−2.3% | 減碼 |
| BKD Wealth Advisors, LLC | 68,436 | $634.3 萬 | 0.12% | −158−0.2% | 減碼 |
| DeDora Capital, Inc. | 68,561 | $635.5 萬 | 1.56% | +13,897+25.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 69,573 | $644.9 萬 | 0.08% | +110.0% | 加碼 |
| Seven Post Investment Office LP | 70,501 | $653.5 萬 | 2.11% | +1,390+2.0% | 加碼 |
| Foundations Investment Advisors, LLC | 70,747 | $655.8 萬 | 0.08% | +4,638+7.0% | 加碼 |
| Aureum Wealth Management, LLC | 70,864 | $656.8 萬 | 4.57% | +12,399+21.2% | 加碼 |
| Independent Advisor Alliance | 70,908 | $657.2 萬 | 0.07% | +70,908 | 新進 |
| Courier Capital LLC | 70,940 | $657.5 萬 | 0.37% | −9,795−12.1% | 減碼 |
| Ameritas Advisory Services, LLC | 71,086 | $658.9 萬 | 0.26% | −2,432−3.3% | 減碼 |
| Lynx Investment Advisory | 72,228 | $669.5 萬 | 3.20% | +2,578+3.7% | 加碼 |
| Compass Wealth Management, LLC | 72,237 | $669.6 萬 | 2.86% | +6,215+9.4% | 加碼 |
| Stapp Wealth Management, PLLC | 72,439 | $671.4 萬 | 8.57% | −14,029−16.2% | 減碼 |
| Clark Capital Management Group, Inc. | 73,263 | $679.1 萬 | 0.04% | −4,408−5.7% | 減碼 |
| Entrewealth, LLC | 73,656 | $682.7 萬 | 3.06% | +6,398+9.5% | 加碼 |
| Team Financial Group, LLC | 74,793 | $693.3 萬 | 3.15% | −219−0.3% | 減碼 |
| TD Waterhouse Canada Inc. | 74,587 | $701.4 萬 | 0.02% | +5,121+7.4% | 加碼 |
| Gateway Wealth Partners, LLC | 76,278 | $707.0 萬 | 0.28% | +76,278 | 新進 |
| Beaumont Financial Advisors, LLC | 77,062 | $714.3 萬 | 0.49% | −18,522−19.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 77,519 | $718.5 萬 | 0.08% | +69,468+862.8% | 加碼 |
| Lido Advisors, LLC | 77,825 | $721.4 萬 | 0.03% | −16,685−17.7% | 減碼 |
| Pitcairn Wealth Advisors LLC | 85,742 | $732.0 萬 | 0.67% | +2,095+2.5% | 加碼 |
| SRS Capital Advisors, Inc. | 79,262 | $734.7 萬 | 0.21% | +75,701+2,125.8% | 加碼 |
| Avos Capital Management, LLC | 79,414 | $736.1 萬 | 2.91% | −21,552−21.3% | 減碼 |
| Financial Guidance Group, Inc. | 80,058 | $742.1 萬 | 2.98% | −1,198−1.5% | 減碼 |
| Roan Capital Partners | 80,830 | $749.2 萬 | 6.93% | +80,830 | 新進 |
| Integrity Alliance, LLC. | 81,780 | $758.0 萬 | 0.29% | −7,181−8.1% | 減碼 |
| AA Financial Advisors, LLC | 83,030 | $769.6 萬 | 1.08% | +56,529+213.3% | 加碼 |
| Archford Capital Strategies, LLC | 83,382 | $772.9 萬 | 0.88% | −7,024−7.8% | 減碼 |
| IMC-Chicago, LLC | 84,600 | $784.2 萬 | 0.12% | +84,600 | 新進 |
| Transamerica Financial Advisors, Inc. | 84,808 | $786.1 萬 | 0.67% | −1,355−1.6% | 減碼 |
| Bright Financial Advisors, Inc. | 85,526 | $792.7 萬 | 3.63% | +738+0.9% | 加碼 |
| Aptus Capital Advisors, LLC | 85,838 | $795.6 萬 | 0.07% | −955−1.1% | 減碼 |
| Integrity Wealth Solutions LLC | 87,183 | $808.1 萬 | 3.17% | −3,000−3.3% | 減碼 |
| Jones Financial Companies LLLP | 90,829 | $811.5 萬 | 0.00% | +17,796+24.4% | 加碼 |
| Lodestar Private Asset Management LLC | 87,822 | $814.0 萬 | 0.80% | −3,391−3.7% | 減碼 |
| Glenview Trust Co | 88,275 | $818.2 萬 | 0.13% | +2,050+2.4% | 加碼 |
| Advisory Services Network, LLC | 89,255 | $827.3 萬 | 0.11% | +1,884+2.2% | 加碼 |
| Cabot Wealth Management Inc | 90,000 | $834.2 萬 | 0.96% | +16,206+22.0% | 加碼 |
| Integrated Advisors Network LLC | 90,138 | $835.5 萬 | 0.44% | +15,976+21.5% | 加碼 |
| Gould Asset Management LLC | 90,390 | $837.8 萬 | 1.46% | −79,939−46.9% | 減碼 |
| Franklin Resources Inc | 91,113 | $844.5 萬 | 0.00% | +25,326+38.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,208 | $845.4 萬 | 0.24% | −2,146−2.3% | 減碼 |
| Brookstone Capital Management | 91,481 | $847.9 萬 | 0.10% | +7,179+8.5% | 加碼 |
| Wilkerson Advisory Group LLC | 92,824 | $860.4 萬 | 2.96% | −8,270−8.2% | 減碼 |
| Daiwa Securities Group Inc. | 93,754 | $869.0 萬 | 0.03% | +47,387+102.2% | 加碼 |
| Stansberry Asset Management, LLC | 93,782 | $869.3 萬 | 0.89% | +19,980+27.1% | 加碼 |
| Element Pointe Advisors, LLC | 93,799 | $869.4 萬 | 1.64% | +1,120+1.2% | 加碼 |
| AMJ Financial Wealth Management | 95,394 | $884.2 萬 | 2.09% | +543+0.6% | 加碼 |
| Tudor Investment Corp Et Al | 96,596 | $895.3 萬 | 0.05% | +6,884+7.7% | 加碼 |
| Fiducient Advisors LLC | 96,619 | $895.6 萬 | 1.17% | 00.0% | 不變 |
| Versant Capital Management, Inc | 97,292 | $901.8 萬 | 0.89% | −4,730−4.6% | 減碼 |
| Chatham Capital Group, Inc. | 97,302 | $901.9 萬 | 1.31% | −22,079−18.5% | 減碼 |
| WealthNavi Inc. | 97,779 | $906.3 萬 | 0.08% | +97,779 | 新進 |
| Zhang Financial LLC | 97,794 | $906.5 萬 | 0.31% | −290−0.3% | 減碼 |
| Pinnacle Financial Partners, Inc. | 99,139 | $918.9 萬 | 0.07% | −712−0.7% | 減碼 |
| Main Street Financial Solutions, LLC | 99,994 | $926.8 萬 | 0.68% | −2,035−2.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 100,066 | $927.5 萬 | 2.26% | +2,642+2.7% | 加碼 |
| Managed Asset Portfolios, LLC | 100,331 | $930.0 萬 | 1.11% | +280.0% | 加碼 |
| PFG Advisors | 102,322 | $948.4 萬 | 0.46% | −783−0.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 104,981 | $957.4 萬 | 0.03% | −5,116−4.6% | 減碼 |
| Purus Wealth Management, LLC | 104,119 | $965.1 萬 | 3.08% | +2,924+2.9% | 加碼 |
| Truist Financial Corp | 104,390 | $967.6 萬 | 0.01% | −27,945−21.1% | 減碼 |
| Hudson Capital Management LLC | 108,723 | $1,008 萬 | 2.60% | −5,918−5.2% | 減碼 |
| Fifth Third Bancorp | 109,574 | $1,016 萬 | 0.02% | +109,574 | 新進 |
| Change Path, LLC | 109,897 | $1,019 萬 | 0.24% | +3,605+3.4% | 加碼 |
| Kraft, Davis & Associates, LLC | 113,386 | $1,037 萬 | 2.21% | +18,701+19.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 114,043 | $1,057 萬 | 0.65% | +25,548+28.9% | 加碼 |
| Modern Wealth Management, LLC | 112,332 | $1,059 萬 | 0.18% | +108,466+2,805.6% | 加碼 |
| KPP Advisory Services LLC | 115,033 | $1,066 萬 | 1.55% | +20,645+21.9% | 加碼 |
| Napier Financial, LLC | 115,047 | $1,066 萬 | 2.45% | −488−0.4% | 減碼 |
| KWB Wealth | 125,159 | $1,068 萬 | 1.06% | −2,068−1.6% | 減碼 |
| RM Financial Services, LLC | 115,281 | $1,069 萬 | 9.22% | +3,112+2.8% | 加碼 |
| Tidemark, LLC | 115,888 | $1,074 萬 | 2.73% | −5,092−4.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 118,365 | $1,097 萬 | 1.37% | +5,256+4.6% | 加碼 |
| Wealth Advisory Solutions, LLC | 119,983 | $1,112 萬 | 2.48% | −12,606−9.5% | 減碼 |
| McMorgan & Co LLC | 121,218 | $1,124 萬 | 1.82% | −113,774−48.4% | 減碼 |
| Walkner Condon Financial Advisors LLC | 121,250 | $1,124 萬 | 1.48% | −4,059−3.2% | 減碼 |
| Henderson Brothers Financial Partners, LLC | 126,440 | $1,172 萬 | 2.97% | +126,440 | 新進 |
| Brindle & Bay Financial Advisors, LLC | 127,109 | $1,178 萬 | 7.23% | −17,469−12.1% | 減碼 |
| Retirement Income Solutions, Inc | 129,822 | $1,203 萬 | 2.06% | −1,724−1.3% | 減碼 |
| Accretive Wealth Partners, LLC | 129,831 | $1,203 萬 | 3.40% | +1,341+1.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 130,354 | $1,206 萬 | 0.03% | −142,347−52.2% | 減碼 |
| AQR Capital Management LLC | 134,048 | $1,242 萬 | 0.01% | +1,709+1.3% | 加碼 |
| Cardinal Strategic Wealth Guidance | 134,223 | $1,244 萬 | 3.28% | +962+0.7% | 加碼 |
| Lam Group, Inc. | 139,375 | $1,292 萬 | 7.10% | +430+0.3% | 加碼 |
| R. W. Roge & Company, Inc. | 143,754 | $1,332 萬 | 6.36% | −1,392−1.0% | 減碼 |
| E Fund Management Co., Ltd. | 144,525 | $1,340 萬 | 0.40% | +144,525 | 新進 |
| Citadel Advisors LLC | 146,305 | $1,356 萬 | 0.01% | −16,084−9.9% | 減碼 |
| Renaissance Technologies LLC | 151,200 | $1,401 萬 | 0.02% | +145,400+2,506.9% | 加碼 |
| McAlvany Wealth Management LLC | 159,084 | $1,421 萬 | 9.57% | −2,421−1.5% | 減碼 |
| Avid Wealth Partners LLC | 154,324 | $1,430 萬 | 6.76% | −1,832−1.2% | 減碼 |
| Buck Wealth Strategies, LLC | 156,013 | $1,446 萬 | 1.79% | −3,059−1.9% | 減碼 |
| Warren Street Wealth Advisors, LLC | 156,173 | $1,448 萬 | 3.70% | −36,817−19.1% | 減碼 |
| New Perspectives, Inc | 159,510 | $1,478 萬 | 5.12% | −10.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 163,657 | $1,517 萬 | 0.29% | −9,059−5.2% | 減碼 |
| Nottingham Advisors, Inc. | 164,385 | $1,524 萬 | 1.96% | −7,436−4.3% | 減碼 |
| Copley Financial Group, Inc. | 164,903 | $1,528 萬 | 9.22% | +59,293+56.1% | 加碼 |