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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 72,228 | $669.5 萬 | 3.20% | +2,578+3.7% | 加碼 |
| Ameritas Advisory Services, LLC | 71,086 | $658.9 萬 | 0.26% | −2,432−3.3% | 減碼 |
| Courier Capital LLC | 70,940 | $657.5 萬 | 0.37% | −9,795−12.1% | 減碼 |
| Independent Advisor Alliance | 70,908 | $657.2 萬 | 0.07% | +70,908 | 新進 |
| Aureum Wealth Management, LLC | 70,864 | $656.8 萬 | 4.57% | +12,399+21.2% | 加碼 |
| Foundations Investment Advisors, LLC | 70,747 | $655.8 萬 | 0.08% | +4,638+7.0% | 加碼 |
| Seven Post Investment Office LP | 70,501 | $653.5 萬 | 2.11% | +1,390+2.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 69,573 | $644.9 萬 | 0.08% | +110.0% | 加碼 |
| DeDora Capital, Inc. | 68,561 | $635.5 萬 | 1.56% | +13,897+25.4% | 加碼 |
| BKD Wealth Advisors, LLC | 68,436 | $634.3 萬 | 0.12% | −158−0.2% | 減碼 |
| Essex Financial Services, Inc. | 66,839 | $619.5 萬 | 0.35% | −1,578−2.3% | 減碼 |
| Compass Ion Advisors, LLC | 66,033 | $612.1 萬 | 0.58% | +5,498+9.1% | 加碼 |
| Financial Life Advisors | 65,860 | $610.5 萬 | 1.90% | −10,797−14.1% | 減碼 |
| Segment Wealth Management, LLC | 65,000 | $602.5 萬 | 0.35% | −1,353−2.0% | 減碼 |
| Royal Harbor Partners, LLC | 64,131 | $594.4 萬 | 2.01% | −3,760−5.5% | 減碼 |
| AMG National Trust Bank | 64,085 | $594.0 萬 | 0.13% | +4,402+7.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 63,555 | $589.1 萬 | 0.26% | +2,953+4.9% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 63,400 | $587.7 萬 | 0.59% | +7,972+14.4% | 加碼 |
| Upper Left Wealth Management, LLC | 63,200 | $585.8 萬 | 3.46% | −11,015−14.8% | 減碼 |
| Penobscot Wealth Management | 62,725 | $581.4 萬 | 1.72% | +8,087+14.8% | 加碼 |
| MONECO Advisors, LLC | 61,738 | $572.3 萬 | 0.44% | +6,700+12.2% | 加碼 |
| Cedar Point Capital Partners, LLC | 61,096 | $566.3 萬 | 3.68% | −10,720−14.9% | 減碼 |
| Wealthspire Advisors, LLC | 60,572 | $561.4 萬 | 0.04% | +28,743+90.3% | 加碼 |
| Bank of Montreal | 59,991 | $556.1 萬 | 0.00% | +56,805+1,783.0% | 加碼 |
| Kraematon Investment Advisors, Inc | 59,341 | $550.0 萬 | 4.48% | −51−0.1% | 減碼 |
| Chatterton & Associates Inc. | 58,151 | $548.8 萬 | 3.85% | −36,900−38.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 58,835 | $545.3 萬 | 0.06% | +58,835 | 新進 |
| CFS Investment Advisory Services, LLC | 56,520 | $542.8 萬 | 0.37% | −104,170−64.8% | 減碼 |
| JNBA Financial Advisors | 57,661 | $534.5 萬 | 0.45% | −15,482−21.2% | 減碼 |
| Richard P Slaughter Associates Inc | 57,099 | $529.3 萬 | 1.14% | +3,474+6.5% | 加碼 |
| Claro Advisors LLC | 56,736 | $525.9 萬 | 0.63% | +56,736 | 新進 |
| Catalyst Capital Advisors LLC | 56,300 | $521.8 萬 | 0.10% | 00.0% | 不變 |
| Intesa Sanpaolo Wealth Management | 55,933 | $518.4 萬 | 1.27% | −83,184−59.8% | 減碼 |
| OakTrust Wealth Advisors, LLC | 55,862 | $517.8 萬 | 4.71% | −7,262−11.5% | 減碼 |
| Arcus Capital Partners, LLC | 55,607 | $515.4 萬 | 1.85% | +55,607 | 新進 |
| Ci Investments Inc. | 55,034 | $510.1 萬 | 0.02% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 54,665 | $506.7 萬 | 0.60% | −5,450−9.1% | 減碼 |
| Forbes Financial Planning, Inc. | 53,746 | $498.2 萬 | 2.88% | +3,367+6.7% | 加碼 |
| Patten Group, Inc. | 53,559 | $496.4 萬 | 0.86% | +1,624+3.1% | 加碼 |
| Brown Brothers Harriman & Co | 53,314 | $494.2 萬 | 0.03% | 00.0% | 不變 |
| Churchill Financial Advisors, LLC | 53,300 | $494.0 萬 | 1.04% | +4,393+9.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 53,129 | $492.5 萬 | 0.06% | −3,863−6.8% | 減碼 |
| Apriem Advisors | 52,729 | $488.7 萬 | 0.47% | +52,729 | 新進 |
| Beckerman Institutional, LLC | 51,344 | $475.9 萬 | 2.53% | −7,841−13.2% | 減碼 |
| Ssi Investment Management LLC | 50,910 | $471.9 萬 | 0.33% | +50,910 | 新進 |
| RSM US Wealth Management LLC | 50,506 | $468.1 萬 | 0.06% | +1,526+3.1% | 加碼 |
| Detalus Advisors, LLC | 50,466 | $467.8 萬 | 1.07% | −41,423−45.1% | 減碼 |
| Sankala Group LLC | 52,011 | $466.0 萬 | 3.80% | −230.0% | 減碼 |
| Joseph Group Capital Management | 49,997 | $463.4 萬 | 1.16% | −2,894−5.5% | 減碼 |
| Jacobi Capital Management LLC | 49,963 | $463.1 萬 | 0.26% | +550+1.1% | 加碼 |
| Welch Group, LLC | 49,521 | $459.0 萬 | 0.17% | +28,481+135.4% | 加碼 |
| American Trust | 49,461 | $458.5 萬 | 0.41% | −2,821−5.4% | 減碼 |
| Apella Capital, LLC | 47,669 | $457.8 萬 | 0.07% | −2,849−5.6% | 減碼 |
| Susquehanna International Group, LLP | 49,124 | $455.3 萬 | 0.01% | +15,957+48.1% | 加碼 |
| Stonebridge Financial Group, LLC | 48,756 | $451.9 萬 | 0.37% | +40,863+517.7% | 加碼 |
| Nomura Asset Management Co Ltd | 48,500 | $449.5 萬 | 0.01% | −1,500−3.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 48,100 | $445.8 萬 | 0.48% | −5,300−9.9% | 減碼 |
| Financial Enhancement Group LLC | 46,283 | $444.5 萬 | 0.55% | −18,266−28.3% | 減碼 |
| Fortis Advisors, LLC | 46,756 | $433.3 萬 | 2.17% | −18,849−28.7% | 減碼 |
| Hobbs Group Advisors, LLC | 46,547 | $431.4 萬 | 1.29% | −9,110−16.4% | 減碼 |
| Thrive Capital Management, LLC | 46,358 | $429.7 萬 | 0.94% | −775−1.6% | 減碼 |
| Bridgewater Advisors Inc. | 45,958 | $426.4 萬 | 0.25% | 00.0% | 不變 |
| LWM Advisory Services, LLC | 45,493 | $421.7 萬 | 4.50% | −112,088−71.1% | 減碼 |
| Valmark Advisers, Inc. | 45,448 | $421.3 萬 | 0.05% | +4,896+12.1% | 加碼 |
| Marex Group plc | 44,996 | $417.1 萬 | 0.04% | −3,993−8.2% | 減碼 |
| Tennessee Valley Asset Management Partners | 44,724 | $414.5 萬 | 0.55% | −4,440−9.0% | 減碼 |
| Scotia Capital Inc. | 43,969 | $407.5 萬 | 0.02% | −9,873−18.3% | 減碼 |
| Mills Wealth Advisors LLC | 43,928 | $407.2 萬 | 1.42% | +899+2.1% | 加碼 |
| Empowered Funds, LLC | 43,737 | $405.4 萬 | 0.03% | +43,737 | 新進 |
| New England Private Wealth Advisors LLC | 42,796 | $396.7 萬 | 0.46% | +5,934+16.1% | 加碼 |
| Mutual Advisors, LLC | 41,316 | $383.0 萬 | 0.08% | −929−2.2% | 減碼 |
| Harbour Investments, Inc. | 41,308 | $382.9 萬 | 0.06% | −19,432−32.0% | 減碼 |
| January Capital Advisors LLC | 40,997 | $380.0 萬 | 5.12% | +40,997 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 40,735 | $377.6 萬 | 0.59% | −1,152−2.8% | 減碼 |
| Mercer Global Advisors Inc | 39,977 | $370.5 萬 | 0.01% | −25,802−39.2% | 減碼 |
| Horst & Graben Wealth Management LLC | 39,757 | $368.3 萬 | 0.51% | −76,129−65.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 39,354 | $364.8 萬 | 0.02% | +36,424+1,243.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 38,898 | $360.5 萬 | 0.74% | −52−0.1% | 減碼 |
| Collaborative Wealth Managment Inc. | 38,379 | $355.7 萬 | 1.64% | +5,981+18.5% | 加碼 |
| Shira Ridge Wealth Management | 38,330 | $355.3 萬 | 1.41% | −6,905−15.3% | 減碼 |
| Citizens Financial Group Inc | 37,654 | $349.0 萬 | 0.05% | +5,447+16.9% | 加碼 |
| Sage Mountain Advisors LLC | 37,416 | $346.8 萬 | 0.24% | +11,223+42.8% | 加碼 |
| Magnolia Private Wealth, LLC | 146,357 | $346.1 萬 | 2.31% | +116,009+382.3% | 加碼 |
| Western Wealth Management, LLC | 36,791 | $341.0 萬 | 0.13% | −339−0.9% | 減碼 |
| Rakuten Securities, Inc. | 36,785 | $341.0 萬 | 1.42% | +6,861+22.9% | 加碼 |
| One Wealth Advisors, LLC | 36,505 | $338.4 萬 | 0.42% | −54,061−59.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 35,729 | $331.2 萬 | 0.23% | −75−0.2% | 減碼 |
| American National Bank of Texas | 35,457 | $328.7 萬 | 3.13% | −4,250−10.7% | 減碼 |
| Boothbay Fund Management, LLC | 35,200 | $326.3 萬 | 0.08% | +12,600+55.8% | 加碼 |
| Milestones Private Investment Advisors LLC | 34,644 | $321.1 萬 | 2.83% | −2,162−5.9% | 減碼 |
| Horizon Financial Services, LLC | 34,537 | $320.1 萬 | 1.41% | −2,088−5.7% | 減碼 |
| Merit Financial Group, LLC | 34,401 | $318.9 萬 | 0.02% | −9,549−21.7% | 減碼 |
| Hudson Oak Wealth Advisory LLC | 33,823 | $313.5 萬 | 2.72% | +160+0.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 33,588 | $311.3 萬 | 0.07% | −9,796−22.6% | 減碼 |
| Larson Financial Group LLC | 33,515 | $310.7 萬 | 0.10% | +6,892+25.9% | 加碼 |
| Financial Planning Hawaii, Inc. | 33,250 | $308.2 萬 | 1.82% | +270+0.8% | 加碼 |
| Genesis Wealth Advisors, LLC | 33,167 | $307.4 萬 | 2.05% | +826+2.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 33,146 | $307.2 萬 | 0.02% | −7,722−18.9% | 減碼 |
| Gotham Asset Management, LLC | 32,901 | $305.0 萬 | 0.01% | −1,922−5.5% | 減碼 |
| WBH Advisory Inc | 32,170 | $303.4 萬 | 0.23% | −2,846−8.1% | 減碼 |