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 |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | 17,121 | $158.7 萬 | 0.30% | −2,810−14.1% | 減碼 |
| Kendall Capital Management | 17,073 | $158.2 萬 | 0.32% | −172−1.0% | 減碼 |
| Pathway Financial Advisors LLC | 16,965 | $156.9 萬 | 0.19% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 16,926 | $156.9 萬 | 0.03% | −6,366−27.3% | 減碼 |
| Daviman Financial, LLC | 16,824 | $155.9 萬 | 0.92% | −18,546−52.4% | 減碼 |
| XY Planning Network, Inc. | 16,493 | $155.5 萬 | 0.25% | +8,153+97.8% | 加碼 |
| Perennial Investment Advisors, LLC | 16,772 | $155.5 萬 | 0.12% | −6,495−27.9% | 減碼 |
| EP Wealth Advisors, LLC | 16,431 | $152.3 萬 | 0.01% | −2,548−13.4% | 減碼 |
| Wealthcare Capital Partners, LLC | 16,288 | $151.0 萬 | 0.71% | −313−1.9% | 減碼 |
| Atomi Financial Group, Inc. | 16,030 | $148.6 萬 | 0.05% | +2,764+20.8% | 加碼 |
| Copia Wealth Management | 15,975 | $148.1 萬 | 1.02% | −86−0.5% | 減碼 |
| Capital Analysts, LLC | 15,930 | $147.6 萬 | 0.04% | +761+5.0% | 加碼 |
| Nwam LLC | 15,883 | $147.2 萬 | 0.08% | +1,092+7.4% | 加碼 |
| Continuum Advisory, LLC | 15,814 | $146.6 萬 | 0.14% | −247−1.5% | 減碼 |
| Focus Financial Network, Inc. | 15,734 | $145.8 萬 | 0.05% | −13,234−45.7% | 減碼 |
| Caerus Investment Advisors, LLC | 15,658 | $145.1 萬 | 0.61% | −1,311−7.7% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 15,512 | $143.8 萬 | 0.14% | +9,673+165.7% | 加碼 |
| S. R. Schill & Associates | 15,346 | $142.2 萬 | 0.96% | −2,254−12.8% | 減碼 |
| Nicolet Bankshares Inc | 15,266 | $141.5 萬 | 0.05% | +15,266 | 新進 |
| Nomura Asset Management International Inc. | 15,233 | $141.2 萬 | 0.00% | +15,233 | 新進 |
| CIBC World Markets Inc. | 15,179 | $140.7 萬 | 0.00% | +957+6.7% | 加碼 |
| First Financial Bank - Trust Division | 15,176 | $140.7 萬 | 0.11% | 00.0% | 不變 |
| Frederick Financial Consultants, LLC | 15,145 | $140.4 萬 | 0.70% | +110+0.7% | 加碼 |
| Tocqueville Asset Management L.P. | 14,923 | $138.3 萬 | 0.02% | +13+0.1% | 加碼 |
| Standard Life Aberdeen plc | 14,880 | $137.9 萬 | 0.00% | +8,319+126.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 14,824 | $137.4 萬 | 0.08% | +1,045+7.6% | 加碼 |
| Adviser Investments LLC | 14,766 | $136.9 萬 | 0.01% | −34,995−70.3% | 減碼 |
| Silver Oak Securities, Inc | 14,763 | $136.8 萬 | 0.10% | +108+0.7% | 加碼 |
| Wellington-Altus USA Inc. | 17,013 | $135.1 萬 | 0.80% | −10,611−38.4% | 減碼 |
| Capital Management Associates, Inc | 14,533 | $134.7 萬 | 0.30% | −714−4.7% | 減碼 |
| Entrust Financial LLC | 14,458 | $134.0 萬 | 0.94% | −2,317−13.8% | 減碼 |
| Clark Asset Management, LLC | 14,350 | $133.0 萬 | 0.12% | +288+2.0% | 加碼 |
| FMR LLC | 14,038 | $130.1 萬 | 0.00% | +1,899+15.6% | 加碼 |
| Waterloo Capital, L.P. | 13,967 | $129.5 萬 | 0.09% | −36−0.3% | 減碼 |
| Integrated Wealth Concepts LLC | 13,832 | $128.2 萬 | 0.01% | −2,020−12.7% | 減碼 |
| Tableaux LLC | 13,773 | $127.7 萬 | 0.62% | +9,457+219.1% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 13,719 | $127.2 萬 | 0.35% | −403−2.9% | 減碼 |
| Biltmore Family Office, LLC | 13,626 | $126.3 萬 | 0.18% | −10,000−42.3% | 減碼 |
| CacheTech Inc. | 13,617 | $126.2 萬 | 0.24% | +1,504+12.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 13,601 | $126.1 萬 | 0.01% | +157+1.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,381 | $124.0 萬 | 0.03% | −766−5.4% | 減碼 |
| Quantify Chaos Advisors, LLC | 13,264 | $122.9 萬 | 3.83% | +121+0.9% | 加碼 |
| Gambit Capital Management, LLC | 13,258 | $122.9 萬 | 0.88% | −90−0.7% | 減碼 |
| Meridian Wealth Management, LLC | 13,169 | $122.1 萬 | 0.04% | −213−1.6% | 減碼 |
| Auour Investments LLC | 13,015 | $120.6 萬 | 0.38% | −141−1.1% | 減碼 |
| Cassilly Financial Group LLC | 12,947 | $120.0 萬 | 1.04% | −18−0.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 12,787 | $118.5 萬 | 0.01% | −2,860−18.3% | 減碼 |
| Able Wealth Management LLC | 12,688 | $117.6 萬 | 0.31% | +5,985+89.3% | 加碼 |
| Johnson Financial Group, Inc. | 12,674 | $117.5 萬 | 0.04% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 12,572 | $116.5 萬 | 0.05% | +713+6.0% | 加碼 |
| Florida Financial Advisors, LLC | 12,531 | $116.2 萬 | 0.28% | +3,084+32.6% | 加碼 |
| Hopwood Nicholas Hunter | 12,511 | $116.0 萬 | 0.37% | −877−6.6% | 減碼 |
| Destiny Capital Corp | 12,464 | $115.5 萬 | 0.62% | +2,076+20.0% | 加碼 |
| Central Trust Co | 12,367 | $114.6 萬 | 0.02% | −1,192−8.8% | 減碼 |
| Colony Group, LLC | 12,218 | $114.6 萬 | 0.00% | +3,549+40.9% | 加碼 |
| Formidable Asset Management, LLC | 13,394 | $114.3 萬 | 0.18% | −562−4.0% | 減碼 |
| Sheets Smith Wealth Management | 12,335 | $114.3 萬 | 0.13% | +2,052+20.0% | 加碼 |
| Caldwell Trust Co | 12,204 | $113.1 萬 | 0.10% | −859−6.6% | 減碼 |
| Sovereign Financial Group, Inc. | 11,998 | $111.2 萬 | 0.19% | +28+0.2% | 加碼 |
| Advisor Resource Council | 11,992 | $111.2 萬 | 0.44% | −3,352−21.8% | 減碼 |
| Clear Creek Financial Management, LLC | 11,961 | $110.9 萬 | 0.08% | +4,555+61.5% | 加碼 |
| SVRN Asset Management, LLC | 11,947 | $110.7 萬 | 1.07% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,807 | $109.8 萬 | 0.06% | +1,130+10.6% | 加碼 |
| A4 Wealth Advisors LLC | 11,822 | $109.6 萬 | 0.91% | −998−7.8% | 減碼 |
| Wallace Advisory Group, LLC | 11,513 | $106.7 萬 | 1.14% | −4,480−28.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 11,376 | $105.4 萬 | 0.05% | −1,837−13.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 11,352 | $105.2 萬 | 0.31% | +225+2.0% | 加碼 |
| Parallel Advisors, LLC | 11,285 | $104.6 萬 | 0.02% | −179−1.6% | 減碼 |
| Triumph Capital Management | 11,273 | $104.5 萬 | 0.21% | +591+5.5% | 加碼 |
| RMR Wealth Builders | 11,033 | $102.3 萬 | 0.08% | +2,710+32.6% | 加碼 |
| CX Institutional | 11,012 | $102.1 萬 | 0.03% | −3,984−26.6% | 減碼 |
| JT Stratford LLC | 10,991 | $101.9 萬 | 0.13% | +804+7.9% | 加碼 |
| Ancora Advisors, LLC | 10,904 | $101.1 萬 | 0.02% | −300−2.7% | 減碼 |
| HBW Advisory Services LLC | 10,896 | $101.0 萬 | 0.11% | −2,169−16.6% | 減碼 |
| Wedmont Private Capital | 10,777 | $100.9 萬 | 0.03% | +862+8.7% | 加碼 |
| Keudell/Morrison Wealth Management | 10,714 | $99.3 萬 | 0.20% | +272+2.6% | 加碼 |
| Astoria Portfolio Advisors LLC. | 10,539 | $97.6 萬 | 0.21% | −8,527−44.7% | 減碼 |
| Nvest Financial, LLC | 10,450 | $96.9 萬 | 0.36% | +10,450 | 新進 |
| MSH Capital Advisors LLC | 10,416 | $96.5 萬 | 0.20% | −1,842−15.0% | 減碼 |
| JBR Co Financial Management Inc | 11,190 | $95.5 萬 | 0.40% | 00.0% | 不變 |
| Brighton Jones LLC | 10,049 | $93.1 萬 | 0.02% | +10,049 | 新進 |
| Vista Finance, LLC | 9,951 | $92.2 萬 | 0.73% | +9,951 | 新進 |
| Legacy Solutions, LLC | 9,803 | $90.9 萬 | 0.84% | +9,803 | 新進 |
| Vantage Point Financial LLC | 9,714 | $90.0 萬 | 0.32% | −22,957−70.3% | 減碼 |
| Michael B. Yongue | 9,657 | $89.5 萬 | 0.65% | −2,423−20.1% | 減碼 |
| Daymark Wealth Partners, LLC | 9,576 | $88.8 萬 | 0.03% | −244−2.5% | 減碼 |
| Indiana Trust & Investment Management CO | 9,500 | $88.1 萬 | 0.27% | 00.0% | 不變 |
| Focused Alpha, LLC | 9,496 | $88.0 萬 | 0.27% | −544−5.4% | 減碼 |
| Wealthcare Capital Management LLC | 9,293 | $86.1 萬 | 0.09% | −252−2.6% | 減碼 |
| Creative Financial Designs Inc | 9,251 | $85.7 萬 | 0.05% | −1,206−11.5% | 減碼 |
| 4WEALTH Advisors, Inc. | 9,553 | $85.3 萬 | 0.73% | −20−0.2% | 減碼 |
| Middleton & Co Inc | 9,151 | $84.8 萬 | 0.10% | 00.0% | 不變 |
| BlackRock, Inc. | 9,148 | $84.8 萬 | 0.00% | −1,406−13.3% | 減碼 |
| Shepherd Financial Partners LLC | 9,118 | $84.5 萬 | 0.08% | +198+2.2% | 加碼 |
| Insigneo Advisory Services, LLC | 8,978 | $83.2 萬 | 0.06% | +2,391+36.3% | 加碼 |
| Advyzon Investment Management, LLC | 8,856 | $82.1 萬 | 0.07% | −7,421−45.6% | 減碼 |
| Oakmont Advisory Group, LLC | 8,727 | $80.9 萬 | 0.82% | +1,726+24.7% | 加碼 |
| Proficio Capital Partners LLC | 8,685 | $80.5 萬 | 0.04% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 8,614 | $79.8 萬 | 0.06% | −17,153−66.6% | 減碼 |
| HSBC Holdings PLC | 8,547 | $79.2 萬 | 0.00% | −2,486−22.5% | 減碼 |