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 $142.8 億；大師中只有Semper Augustus持有。
2026 年第 2 季 13F 持有人
World Gold Trust 在 2026/6/30 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
- 922
- 較 2026 年第 1 季 +25 家
- 持有股數
- 1.79 億
- 較 2026 年第 1 季 +1,815 萬 (+11.3%)
- 總市值
- $142.5 億
- 較 2026 年第 1 季 −$6.31 億 (−4.2%)
- 新進機構
- 108
- 另有 404 家加碼
- 清倉機構
- 83
- 另有 269 家減碼
另有 16 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | $142.8 億 |
| 2026 年第 1 季 | 913 | $150.6 億 |
| 2025 年第 4 季 | 878 | $139.5 億 |
| 2025 年第 3 季 | 754 | $118.2 億 |
| 2025 年第 2 季 | 702 | $92.6 億 |
| 2025 年第 1 季 | 618 | $80.5 億 |
| 2024 年第 4 季 | 541 | $58.5 億 |
| 2024 年第 3 季 | 465 | $59.5 億 |
| 2024 年第 2 季 | 406 | $42.1 億 |
| 2024 年第 1 季 | 375 | $48.4 億 |
| 2023 年第 4 季 | 374 | $40.9 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 | $39.5 億 |
| 2022 年第 4 季 | 275 | $36.7 億 |
| 2022 年第 3 季 | 255 | $28.8 億 |
| 2022 年第 2 季 | 274 | $31.1 億 |
| 2022 年第 1 季 | 240 | $25.5 億 |
| 2021 年第 4 季 | 258 | $28.6 億 |
| 2021 年第 3 季 | 235 | $27.5 億 |
| 2021 年第 2 季 | 239 | $28.1 億 |
| 2021 年第 1 季 | 227 | $26.9 億 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 3,214 | $25.5 萬 | 0.00% | +1,204+59.9% | 加碼 |
| OxenFree Capital LLC | 3,157 | $25.7 萬 | 0.12% | +332+11.8% | 加碼 |
| Essential Partners LLC | 3,245 | $25.8 萬 | 0.12% | 00.0% | 不變 |
| Libra Wealth LLC | 3,331 | $26.5 萬 | 0.07% | +3,331 | 新進 |
| Walser Wealth Management Company, A Ltd Liability Co | 3,341 | $26.5 萬 | 0.11% | +3,341 | 新進 |
| Stock Yards Bank & Trust Co | 3,359 | $26.7 萬 | 0.01% | +3,359 | 新進 |
| RDA Financial Network | 3,373 | $26.8 萬 | 0.06% | +801+31.1% | 加碼 |
| Key Financial Inc | 3,377 | $26.8 萬 | 0.04% | +1,230+57.3% | 加碼 |
| Tranquility Partners, LLC | 3,383 | $26.9 萬 | 0.09% | 00.0% | 不變 |
| Professional Financial Advisors, LLC | 3,386 | $26.9 萬 | 0.05% | +60+1.8% | 加碼 |
| Painted Porch Advisors LLC | 3,415 | $27.1 萬 | 0.12% | +294+9.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 3,418 | $27.1 萬 | 0.00% | −35,936−91.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,427 | $27.2 萬 | 0.01% | +924+36.9% | 加碼 |
| Inspire Advisors, LLC | 3,423 | $27.3 萬 | 0.02% | −679−16.6% | 減碼 |
| Steel Peak Wealth Management LLC | 3,445 | $27.4 萬 | 0.01% | +526+18.0% | 加碼 |
| Brookwood Investment Group LLC | 3,448 | $27.4 萬 | 0.03% | −90−2.5% | 減碼 |
| National Wealth Management Group, LLC | 3,448 | $27.4 萬 | 0.08% | −20−0.6% | 減碼 |
| Sutton Place Investors LLC | 3,478 | $27.6 萬 | 0.13% | −123−3.4% | 減碼 |
| Clear Point Advisors Inc. | 3,549 | $28.2 萬 | 0.25% | +3,549 | 新進 |
| Carnegie Capital Asset Management, LLC | 3,550 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 3,560 | $28.3 萬 | 0.09% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 3,566 | $28.3 萬 | 0.08% | +3,566 | 新進 |
| Oppenheimer & Co Inc | 3,573 | $28.4 萬 | 0.00% | −15,785−81.5% | 減碼 |
| Quantum Financial Partners LLC | 3,587 | $28.5 萬 | 0.15% | +3,587 | 新進 |
| Virtue Capital Management, LLC | 3,610 | $28.7 萬 | 0.04% | −9−0.2% | 減碼 |
| Barnett & Company, Inc. | 3,625 | $28.8 萬 | 0.21% | +49+1.4% | 加碼 |
| Range Financial Group LLC | 3,628 | $28.8 萬 | 0.08% | +1,301+55.9% | 加碼 |
| Ignite Planners, LLC | 3,618 | $28.9 萬 | 0.04% | +3,618 | 新進 |
| Blue Water Asset Management | 3,694 | $29.3 萬 | 0.09% | −42−1.1% | 減碼 |
| MKT Advisors LLC | 3,614 | $29.4 萬 | 0.09% | −3,644−50.2% | 減碼 |
| Washington Trust Advisors, Inc. | 3,733 | $29.6 萬 | 0.02% | +785+26.6% | 加碼 |
| Woodmont Investment Counsel LLC | 3,778 | $30.0 萬 | 0.02% | +3,778 | 新進 |
| LongView Wealth Management | 3,800 | $30.2 萬 | 0.08% | +66+1.8% | 加碼 |
| WealthTrak Capital Management LLC | 3,806 | $30.2 萬 | 0.20% | +676+21.6% | 加碼 |
| Invera Wealth Advisors, LLC | 3,840 | $30.5 萬 | 0.16% | +267+7.5% | 加碼 |
| Clifford Group, LLC | 3,885 | $30.9 萬 | 0.21% | +259+7.1% | 加碼 |
| Entruity Wealth, LLC | 3,900 | $31.0 萬 | 0.20% | 00.0% | 不變 |
| XTX Topco Ltd | 3,912 | $31.1 萬 | 0.00% | +883+29.2% | 加碼 |
| Angeles Wealth Management, LLC | 3,946 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Paragon Advisors, LLC | 3,956 | $31.4 萬 | 0.07% | −77−1.9% | 減碼 |
| Genesis Private Wealth, LLC | 3,969 | $31.5 萬 | 0.09% | +508+14.7% | 加碼 |
| Gen-Wealth Partners Inc | 3,980 | $31.6 萬 | 0.09% | +711+21.7% | 加碼 |
| Bell Investment Advisors, Inc | 3,985 | $31.6 萬 | 0.05% | 00.0% | 不變 |
| Northstar Advisory Group, LLC | 3,991 | $31.7 萬 | 0.10% | +3,991 | 新進 |
| WealthBridge Capital Management, LLC | 3,996 | $31.7 萬 | 0.06% | +1,049+35.6% | 加碼 |
| Boston Private Wealth LLC | 4,010 | $31.8 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 4,026 | $32.0 萬 | 0.01% | −76−1.9% | 減碼 |
| Ascension Capital Advisors, Inc. | 4,032 | $32.0 萬 | 0.09% | +4,032 | 新進 |
| Asempa Wealth Advisors | 4,035 | $32.0 萬 | 0.24% | −366−8.3% | 減碼 |
| Livet Wealth, LLC | 4,040 | $32.1 萬 | 0.19% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 4,041 | $32.1 萬 | 0.02% | −1,799−30.8% | 減碼 |
| Meeder Advisory Services, Inc. | 4,043 | $32.1 萬 | 0.01% | +100+2.5% | 加碼 |
| Parkside Financial Bank & Trust | 4,059 | $32.2 萬 | 0.02% | +1,149+39.5% | 加碼 |
| Guidance Point Advisors, LLC | 4,122 | $32.7 萬 | 0.07% | 00.0% | 不變 |
| Asset Allocation Strategies LLC | 4,126 | $32.8 萬 | 0.05% | +1,016+32.7% | 加碼 |
| Salomon & Ludwin, LLC | 4,139 | $33.1 萬 | 0.03% | +1,618+64.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 4,189 | $33.3 萬 | 0.00% | +4,189 | 新進 |
| Meredith Wealth Planning | 4,197 | $33.3 萬 | 0.08% | 00.0% | 不變 |
| Greenleaf Trust | 4,204 | $33.4 萬 | 0.00% | 00.0% | 不變 |
| Mma Asset Management LLC | 4,213 | $33.5 萬 | 0.11% | +300+7.7% | 加碼 |
| Lee Financial Co | 4,220 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Aegis Wealth Management LLC | 4,335 | $34.4 萬 | 0.16% | +890+25.8% | 加碼 |
| Vermillion Wealth Management, Inc. | 4,370 | $34.7 萬 | 0.08% | −572−11.6% | 減碼 |
| Silverlake Wealth Management LLC | 4,391 | $34.9 萬 | 0.07% | −642−12.8% | 減碼 |
| Daymark Wealth Partners, LLC | 4,404 | $35.0 萬 | 0.01% | −5,172−54.0% | 減碼 |
| Tfo-TDC, LLC | 4,445 | $35.3 萬 | 0.04% | +787+21.5% | 加碼 |
| Michael B. Yongue | 4,448 | $35.3 萬 | 0.25% | −5,209−53.9% | 減碼 |
| Smith, Salley & Associates | 4,460 | $35.4 萬 | 0.02% | +1,514+51.4% | 加碼 |
| Noesis Capital Mangement Corp | 4,494 | $35.7 萬 | 0.04% | −10.0% | 減碼 |
| AlTi Global, Inc. | 4,518 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| MBE Wealth Management, LLC | 4,547 | $36.1 萬 | 0.13% | −1,471−24.4% | 減碼 |
| WNY Asset Management, LLC | 4,581 | $36.4 萬 | 0.03% | −19,608−81.1% | 減碼 |
| LexAurum Advisors, LLC | 4,631 | $36.8 萬 | 0.04% | −48−1.0% | 減碼 |
| Hobbs Wealth Management, LLC | 4,657 | $37.0 萬 | 0.31% | +313+7.2% | 加碼 |
| Beacon Financial Advisory LLC | 4,658 | $37.0 萬 | 0.07% | +163+3.6% | 加碼 |
| Capstone Financial Advisors, Inc. | 4,664 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Prospera Financial Services Inc | 4,666 | $37.1 萬 | 0.01% | +817+21.2% | 加碼 |
| Regal Investment Advisors LLC | 4,731 | $37.6 萬 | 0.02% | +94+2.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 4,743 | $37.7 萬 | 0.02% | +3+0.1% | 加碼 |
| Crestwood Advisors Group LLC | 4,751 | $37.7 萬 | 0.01% | −137−2.8% | 減碼 |
| Focused Alpha, LLC | 4,814 | $38.2 萬 | 0.10% | −4,682−49.3% | 減碼 |
| Principal Securities, Inc. | 4,848 | $38.5 萬 | 0.00% | −1,211−20.0% | 減碼 |
| Centaurus Financial, Inc. | 4,926 | $39.1 萬 | 0.02% | +2,262+84.9% | 加碼 |
| BKA Wealth Consulting, Inc. | 4,931 | $39.2 萬 | 0.27% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 4,944 | $39.3 萬 | 0.01% | −1,007−16.9% | 減碼 |
| Range Advisory, LLC | 4,966 | $39.4 萬 | 0.05% | −957−16.2% | 減碼 |
| Flputnam Investment Management Co | 4,988 | $39.6 萬 | 0.00% | −1,791−26.4% | 減碼 |
| Fortis Capital Management LLC | 5,004 | $39.7 萬 | 0.04% | −790−13.6% | 減碼 |
| Aspiriant, LLC | 5,013 | $39.8 萬 | 0.01% | +1,111+28.5% | 加碼 |
| Financial Network Wealth Advisors LLC | 5,019 | $39.9 萬 | 0.40% | +365+7.8% | 加碼 |
| Hopwood Nicholas Hunter | 5,030 | $39.9 萬 | 0.11% | −7,481−59.8% | 減碼 |
| Ami Asset Management Corp | 5,069 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 5,110 | $40.6 萬 | 0.00% | +2,825+123.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 5,127 | $40.7 萬 | 0.08% | −420−7.6% | 減碼 |
| Greenwich Wealth Management LLC | 5,164 | $41.0 萬 | 0.01% | +201+4.0% | 加碼 |
| LWM Advisory Services, LLC | 5,166 | $41.0 萬 | 0.73% | −40,327−88.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 5,196 | $41.2 萬 | 0.02% | +440+9.3% | 加碼 |
| Clarity Capital Advisors, LLC | 5,197 | $41.3 萬 | 0.17% | 00.0% | 不變 |
| Equita Financial Network, Inc. | 5,212 | $41.4 萬 | 0.11% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 5,257 | $41.8 萬 | 0.02% | +344+7.0% | 加碼 |