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 |
|---|---|---|---|---|---|
| Paul R. Ried Financial Group, LLC | 32,655 | $302.7 萬 | 1.41% | −6,619−16.9% | 減碼 |
| Leo Wealth, LLC | 31,816 | $294.9 萬 | 0.21% | −565−1.7% | 減碼 |
| Altfest L J & Co Inc | 31,621 | $293.1 萬 | 0.31% | −177,517−84.9% | 減碼 |
| Portside Wealth Group, LLC | 31,591 | $292.8 萬 | 0.40% | −14,893−32.0% | 減碼 |
| UMA Financial Services, Inc. | 31,558 | $292.5 萬 | 0.41% | −59,918−65.5% | 減碼 |
| Capital Financial Group Inc | 31,543 | $292.4 萬 | 1.61% | −3,011−8.7% | 減碼 |
| WFA of San Diego, LLC | 31,291 | $290.0 萬 | 2.33% | −2,720−8.0% | 減碼 |
| Guggenheim Capital LLC | 30,542 | $283.1 萬 | 0.02% | +5,202+20.5% | 加碼 |
| Heritage Wealth Advisors | 30,232 | $280.2 萬 | 0.11% | +7,443+32.7% | 加碼 |
| DV Trading LLC | 30,223 | $280.1 萬 | 0.25% | +6,377+26.7% | 加碼 |
| Captrust Financial Advisors | 30,145 | $279.4 萬 | 0.00% | +12,968+75.5% | 加碼 |
| Bush Investment Group, LLC | 29,239 | $271.0 萬 | 1.48% | −42,971−59.5% | 減碼 |
| Forbes J M & Co LLP | 29,211 | $270.8 萬 | 0.23% | 00.0% | 不變 |
| Brown Financial Advisors | 28,995 | $268.8 萬 | 1.02% | +2,515+9.5% | 加碼 |
| PDS Planning, Inc | 28,787 | $266.8 萬 | 0.18% | +292+1.0% | 加碼 |
| Aspetuck Financial Management LLC | 28,710 | $266.1 萬 | 1.82% | +415+1.5% | 加碼 |
| Brinker Capital Investments, LLC | 28,699 | $266.0 萬 | 0.02% | −29,507−50.7% | 減碼 |
| Kickstand Ventures, LLC. | 28,055 | $260.0 萬 | 0.55% | −4,455−13.7% | 減碼 |
| Heritage Family Offices, LLP | 28,044 | $259.9 萬 | 1.15% | +24,035+599.5% | 加碼 |
| Simplicity Wealth,LLC | 27,909 | $258.7 萬 | 0.15% | −695−2.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 27,887 | $258.5 萬 | 0.01% | −13,911−33.3% | 減碼 |
| Fiduciary Trust Co | 27,739 | $257.1 萬 | 0.03% | +3,271+13.4% | 加碼 |
| Choate Investment Advisors | 27,598 | $255.8 萬 | 0.05% | −2,923−9.6% | 減碼 |
| Caitlin John, LLC | 27,578 | $255.6 萬 | 1.54% | +471+1.7% | 加碼 |
| Allworth Financial LP | 27,066 | $250.9 萬 | 0.01% | +27,066 | 新進 |
| Independent Financial Group, LLC | 26,883 | $249.2 萬 | 0.06% | −5,281−16.4% | 減碼 |
| Summit Financial, LLC | 26,761 | $248.0 萬 | 0.03% | +17,725+196.2% | 加碼 |
| Vaughan David Investments LLC | 26,600 | $246.6 萬 | 0.05% | +26,600 | 新進 |
| WCG Wealth Advisors LLC | 26,519 | $245.8 萬 | 0.07% | −918−3.3% | 減碼 |
| Buckingham Strategic Partners | 26,204 | $242.9 萬 | 0.02% | +26,204 | 新進 |
| IFP Advisors, Inc | 25,903 | $240.1 萬 | 0.05% | −11,914−31.5% | 減碼 |
| Gradient Capital Advisors, LLC | 25,883 | $239.9 萬 | 0.62% | −1,935−7.0% | 減碼 |
| Bravias Capital Group, LLC | 25,566 | $237.0 萬 | 1.55% | +793+3.2% | 加碼 |
| LifeGoal Wealth Advisors | 25,011 | $235.9 萬 | 1.35% | +25,011 | 新進 |
| Hutchinson Capital Management | 25,437 | $235.8 萬 | 0.43% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 25,500 | $234.9 萬 | 0.05% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 25,210 | $233.7 萬 | 0.59% | −766−2.9% | 減碼 |
| RCW Management, LLC | 25,156 | $233.2 萬 | 2.39% | −2,441−8.8% | 減碼 |
| Quantinno Capital Management LP | 24,950 | $231.3 萬 | 0.00% | +13,612+120.1% | 加碼 |
| Certified Advisory Corp | 24,855 | $230.4 萬 | 0.21% | +644+2.7% | 加碼 |
| Fidelis Capital Partners, LLC | 24,768 | $229.6 萬 | 0.16% | +24,768 | 新進 |
| Holistic Planning, LLC | 24,735 | $229.3 萬 | 0.46% | −179−0.7% | 減碼 |
| BlackDiamond Wealth Management Inc. | 24,616 | $228.2 萬 | 1.10% | −8,868−26.5% | 減碼 |
| Mission Wealth Management, LP | 24,513 | $227.2 萬 | 0.05% | −2,925−10.7% | 減碼 |
| Brown Miller Wealth Management, LLC | 24,209 | $224.4 萬 | 0.64% | −1,544−6.0% | 減碼 |
| WNY Asset Management, LLC | 24,189 | $224.2 萬 | 0.23% | +24,189 | 新進 |
| Arkadios Wealth Advisors | 24,065 | $223.1 萬 | 0.04% | +14,509+151.8% | 加碼 |
| CIBC Bancorp USA Inc. | 24,011 | $222.6 萬 | 0.00% | +24,011 | 新進 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 23,979 | $222.3 萬 | 0.27% | 00.0% | 不變 |
| Curry Webb Wealth Management LLC | 23,877 | $221.3 萬 | 1.05% | −2,896−10.8% | 減碼 |
| Myecfo, LLC | 23,713 | $219.8 萬 | 0.92% | +1,390+6.2% | 加碼 |
| Atria Investments LLC | 23,625 | $219.0 萬 | 0.02% | −32,215−57.7% | 減碼 |
| Sargent Investment Group, LLC | 23,625 | $219.0 萬 | 0.29% | +235+1.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 23,168 | $214.7 萬 | 0.23% | −182−0.8% | 減碼 |
| Signal Advisors Wealth, LLC | 23,106 | $214.2 萬 | 0.15% | +9,983+76.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 22,845 | $211.8 萬 | 0.26% | −21,573−48.6% | 減碼 |
| Mattson Financial Services, LLC | 22,758 | $210.9 萬 | 0.50% | +8,169+56.0% | 加碼 |
| Medici Capital LLC | 22,700 | $210.4 萬 | 2.94% | −181,326−88.9% | 減碼 |
| McNaughton Wealth Management, LLC | 22,488 | $208.4 萬 | 0.86% | −30,766−57.8% | 減碼 |
| Vertex Planning Partners, LLC | 22,412 | $207.7 萬 | 0.40% | −21,692−49.2% | 減碼 |
| Kingsview Wealth Management, LLC | 22,339 | $207.1 萬 | 0.03% | −283−1.3% | 減碼 |
| Pecaut & Co. | 22,252 | $206.3 萬 | 0.67% | +871+4.1% | 加碼 |
| Hollencrest Capital Management | 21,905 | $203.0 萬 | 0.08% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 21,904 | $203.0 萬 | 0.03% | −514−2.3% | 減碼 |
| Visionary Wealth Advisors | 21,740 | $201.5 萬 | 0.09% | −4,046−15.7% | 減碼 |
| Brown Advisory Inc | 21,255 | $197.0 萬 | 0.00% | +20+0.1% | 加碼 |
| Carret Asset Management, LLC | 21,124 | $195.8 萬 | 0.19% | −475−2.2% | 減碼 |
| SHP Wealth Management | 21,082 | $195.4 萬 | 0.15% | +6,736+47.0% | 加碼 |
| Advisor OS, LLC | 20,930 | $194.0 萬 | 0.14% | +20,930 | 新進 |
| Hegarty Advisors, LLC | 20,790 | $192.7 萬 | 1.52% | +20,790 | 新進 |
| Petix & Botte Co | 10,227 | $189.6 萬 | 0.42% | −9,273−47.6% | 減碼 |
| Eagle Global Advisors LLC | 20,100 | $186.3 萬 | 0.07% | 00.0% | 不變 |
| Paladin Wealth, LLC | 20,017 | $185.5 萬 | 1.28% | +1,729+9.5% | 加碼 |
| Valicenti Advisory Services Inc | 20,008 | $185.5 萬 | 0.40% | +2,826+16.4% | 加碼 |
| Sovran Advisors, LLC | 20,080 | $183.5 萬 | 0.14% | −10,202−33.7% | 減碼 |
| Kera Capital Partners, Inc. | 19,768 | $183.2 萬 | 0.22% | +5,946+43.0% | 加碼 |
| Robinson Value Management, Ltd. | 19,716 | $182.7 萬 | 1.02% | −2,183−10.0% | 減碼 |
| Sigma Planning Corp | 19,363 | $179.5 萬 | 0.05% | +9,486+96.0% | 加碼 |
| Oppenheimer & Co Inc | 19,358 | $179.4 萬 | 0.02% | +19,358 | 新進 |
| Quartz Partners, LLC | 19,315 | $179.0 萬 | 0.69% | −3,360−14.8% | 減碼 |
| MAI Capital Management | 19,249 | $178.4 萬 | 0.01% | +782+4.2% | 加碼 |
| Foronjy Financial LLC | 19,242 | $178.4 萬 | 0.74% | +218+1.1% | 加碼 |
| Graetz Wealth LLC | 19,211 | $178.1 萬 | 1.59% | −21,711−53.1% | 減碼 |
| Diligent Investors, LLC | 19,011 | $176.2 萬 | 0.44% | 00.0% | 不變 |
| M1 Capital Management LLC | 18,973 | $175.9 萬 | 0.81% | +4,195+28.4% | 加碼 |
| Richard Bernstein Advisors LLC | 18,955 | $175.7 萬 | 0.05% | −2,029−9.7% | 減碼 |
| Clearstead Advisors, LLC | 18,641 | $172.8 萬 | 0.02% | −1,645−8.1% | 減碼 |
| Warren Averett Asset Management, LLC | 18,598 | $172.4 萬 | 0.01% | +470+2.6% | 加碼 |
| YHB Investment Advisors, Inc. | 18,581 | $172.2 萬 | 0.12% | +1,850+11.1% | 加碼 |
| Lifelong Wealth Advisors, Inc. | 18,434 | $170.9 萬 | 0.46% | −1,161−5.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 18,425 | $170.8 萬 | 0.25% | +4,921+36.4% | 加碼 |
| Leading Edge Financial Planning LLC | 18,390 | $170.5 萬 | 0.36% | −1,062−5.5% | 減碼 |
| InTrack Investment Management Inc | 18,331 | $169.9 萬 | 0.97% | −420−2.2% | 減碼 |
| Apeiron RIA LLC | 18,268 | $169.3 萬 | 0.39% | −2,508−12.1% | 減碼 |
| Fiduciary Alliance LLC | 17,777 | $168.7 萬 | 0.10% | +17,777 | 新進 |
| Betterment LLC | 18,150 | $168.2 萬 | 0.00% | +9,017+98.7% | 加碼 |
| BCM Advisors, LLC | 18,793 | $168.0 萬 | 0.33% | +10,939+139.3% | 加碼 |
| Merkkuri Wealth Advisors LLC | 17,799 | $165.0 萬 | 1.09% | −6,233−25.9% | 減碼 |
| FRG Family Wealth Advisors LLC | 17,530 | $162.5 萬 | 0.27% | +1,875+12.0% | 加碼 |
| Maia Wealth LLC | 17,130 | $158.8 萬 | 0.27% | −6,027−26.0% | 減碼 |