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 |
|---|---|---|---|---|---|
| Manhattan West Asset Management, LLC | 5,310 | $42.2 萬 | 0.07% | −1,003−15.9% | 減碼 |
| WealthPLAN Partners, LLC | 5,345 | $42.5 萬 | 0.08% | +485+10.0% | 加碼 |
| Valeo Financial Advisors, LLC | 5,348 | $42.5 萬 | 0.01% | −479−8.2% | 減碼 |
| Beacon Capital Management, LLC | 5,356 | $42.5 萬 | 0.06% | +5,356 | 新進 |
| GWN Securities Inc. | 5,366 | $42.6 萬 | 0.07% | +580+12.1% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 5,388 | $42.8 萬 | 0.12% | +258+5.0% | 加碼 |
| A4 Wealth Advisors LLC | 5,410 | $43.0 萬 | 0.29% | −6,412−54.2% | 減碼 |
| ShoreHaven Wealth Partners, LLC | 5,433 | $43.1 萬 | 0.14% | 00.0% | 不變 |
| Absolute Capital Management, LLC | 5,449 | $43.3 萬 | 0.11% | +191+3.6% | 加碼 |
| VisionPoint Advisory Group, LLC | 5,492 | $43.6 萬 | 0.07% | +3,124+131.9% | 加碼 |
| Etesian Wealth Advisors, Inc. | 5,501 | $43.7 萬 | 0.13% | −118−2.1% | 減碼 |
| HM Payson & Co | 5,511 | $43.8 萬 | 0.01% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,539 | $44.0 萬 | 0.12% | +1,957+54.6% | 加碼 |
| Family CFO Inc | 5,543 | $44.0 萬 | 0.17% | +859+18.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,563 | $44.2 萬 | 0.01% | +617+12.5% | 加碼 |
| Oceanside Advisors LLC | 5,673 | $45.1 萬 | 0.23% | +146+2.6% | 加碼 |
| Roman Butler Fullerton & Co | 5,750 | $45.5 萬 | 0.11% | +2,256+64.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,768 | $45.8 萬 | 0.01% | +5,620+3,797.3% | 加碼 |
| Souders Financial Advisors | 5,860 | $46.5 萬 | 0.05% | −150−2.5% | 減碼 |
| Bauman Advisory Group, LLC | 5,878 | $46.7 萬 | 0.25% | −10−0.2% | 減碼 |
| Anchor Investment Management, LLC | 5,899 | $46.8 萬 | 0.04% | 00.0% | 不變 |
| Integrity Advisory Solutions, LLC | 5,905 | $46.9 萬 | 0.05% | −2,180−27.0% | 減碼 |
| Millstone Evans Group, LLC | 5,976 | $47.5 萬 | 0.26% | −1,523−20.3% | 減碼 |
| Coppell Advisory Solutions LLC | 3,788 | $47.8 萬 | 0.04% | +3,788 | 新進 |
| Norden Group LLC | 6,020 | $47.8 萬 | 0.04% | −154−2.5% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,030 | $47.9 萬 | 0.13% | +1,880+45.3% | 加碼 |
| Verus Capital Partners, LLC | 6,097 | $48.4 萬 | 0.03% | +1,951+47.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,105 | $48.5 萬 | 0.03% | 00.0% | 不變 |
| Global View Capital Management LLC | 6,107 | $48.5 萬 | 0.10% | −379−5.8% | 減碼 |
| Annex Advisory Services, LLC | 6,126 | $48.7 萬 | 0.01% | −220−3.5% | 減碼 |
| Weil Company, Inc. | 6,248 | $49.6 萬 | 0.09% | 00.0% | 不變 |
| King Wealth | 6,258 | $49.7 萬 | 0.05% | −43−0.7% | 減碼 |
| Estate Planners Group, LLC | 6,291 | $50.0 萬 | 0.23% | +2,675+74.0% | 加碼 |
| WealthPoint Financial, LLC | 6,315 | $50.2 萬 | 0.37% | +1,063+20.2% | 加碼 |
| Selective Wealth Management, Inc. | 6,328 | $50.3 萬 | 0.13% | 00.0% | 不變 |
| Decker Wealth Management LLC | 6,335 | $50.3 萬 | 0.11% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 6,371 | $50.6 萬 | 0.00% | +1,597+33.5% | 加碼 |
| Washington Trust Co | 6,459 | $51.3 萬 | 0.02% | +616+10.5% | 加碼 |
| Arwa LLC | 6,532 | $51.4 萬 | 0.21% | +1,751+36.6% | 加碼 |
| SMI Advisory Services, LLC | 6,261 | $51.6 萬 | 0.08% | +6,261 | 新進 |
| Tactive Advisors, LLC | 6,506 | $51.7 萬 | 0.13% | +319+5.2% | 加碼 |
| International Assets Investment Management, LLC | 6,497 | $51.9 萬 | 0.03% | −108−1.6% | 減碼 |
| Miller Global Investments, LLC | 6,594 | $52.4 萬 | 0.43% | 00.0% | 不變 |
| Cassilly Financial Group LLC | 6,602 | $52.4 萬 | 0.38% | −6,345−49.0% | 減碼 |
| TCG Advisory Services, LLC | 6,603 | $52.4 萬 | 0.01% | −158−2.3% | 減碼 |
| Tempus Wealth Planning, LLC | 6,609 | $52.5 萬 | 0.10% | +160+2.5% | 加碼 |
| Total Investment Management Inc | 6,556 | $52.5 萬 | 0.06% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 6,631 | $52.7 萬 | 0.04% | +1,548+30.5% | 加碼 |
| HB Wealth Management, LLC | 6,644 | $52.8 萬 | 0.00% | +1,685+34.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 6,662 | $52.9 萬 | 0.10% | +10+0.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 6,769 | $53.8 萬 | 0.13% | +3,797+127.8% | 加碼 |
| Pathstone Holdings, LLC | 6,815 | $54.1 萬 | 0.00% | +4,072+148.5% | 加碼 |
| StoneX Group Inc. | 6,565 | $54.1 萬 | 0.02% | +6,565 | 新進 |
| Garde Capital, Inc. | 6,823 | $54.2 萬 | 0.02% | 00.0% | 不變 |
| Spectrum Planning & Advisory Services Inc. | 6,888 | $54.7 萬 | 0.24% | −30.0% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 6,895 | $54.8 萬 | 0.32% | −278−3.9% | 減碼 |
| Brindle & Bay Financial Advisors, LLC | 6,947 | $55.2 萬 | 0.28% | −120,162−94.5% | 減碼 |
| Curtis Wealth Management LLC | 7,114 | $56.5 萬 | 0.48% | +141+2.0% | 加碼 |
| Private Trust Co NA | 7,167 | $56.9 萬 | 0.05% | +419+6.2% | 加碼 |
| Intrua Financial, LLC | 7,257 | $57.6 萬 | 0.05% | −4−0.1% | 減碼 |
| Insigneo Advisory Services, LLC | 7,319 | $58.1 萬 | 0.02% | −1,659−18.5% | 減碼 |
| Arcus Capital Partners, LLC | 7,414 | $58.9 萬 | 0.24% | −48,193−86.7% | 減碼 |
| Pensionmark Financial Group, LLC | 6,381 | $59.1 萬 | 0.01% | −1,841−22.4% | 減碼 |
| Prosperity Consulting Group, LLC | 7,467 | $59.3 萬 | 0.02% | +409+5.8% | 加碼 |
| Citigroup Inc | 7,490 | $59.5 萬 | 0.00% | +7,268+3,273.9% | 加碼 |
| OMNI 360 Wealth, Inc. | 7,507 | $59.6 萬 | 0.28% | +157+2.1% | 加碼 |
| Smartleaf Asset Management LLC | 7,523 | $59.8 萬 | 0.02% | 00.0% | 不變 |
| Fermata Advisors, LLC | 7,581 | $60.2 萬 | 0.12% | +5,073+202.3% | 加碼 |
| Hamilton Capital, LLC | 7,591 | $60.3 萬 | 0.03% | +371+5.1% | 加碼 |
| Axxcess Wealth Management, LLC | 7,640 | $60.7 萬 | 0.01% | +4,530+145.7% | 加碼 |
| Atlas Legacy Advisors, LLC | 7,640 | $60.7 萬 | 0.09% | +7,640 | 新進 |
| Wedbush Securities Inc | 7,637 | $60.7 萬 | 0.02% | −409−5.1% | 減碼 |
| ArborFi Advisors, LLC | 7,660 | $60.8 萬 | 0.44% | +1,182+18.2% | 加碼 |
| Mather Group, LLC. | 7,780 | $61.8 萬 | 0.01% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 7,813 | $62.1 萬 | 0.06% | +1,200+18.1% | 加碼 |
| GeoWealth Management, LLC | 7,833 | $62.2 萬 | 0.02% | +7,833 | 新進 |
| Appleton Partners Inc | 7,848 | $62.3 萬 | 0.04% | +45+0.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 7,886 | $62.6 萬 | 0.01% | +7,886 | 新進 |
| Auour Investments LLC | 8,053 | $64.0 萬 | 0.18% | −4,962−38.1% | 減碼 |
| Tower Bridge Advisors | 8,055 | $64.0 萬 | 0.06% | +90+1.1% | 加碼 |
| First National Trust Co | 8,066 | $64.1 萬 | 0.02% | +3,687+84.2% | 加碼 |
| Fiscal Wisdom Wealth Management, LLC | 8,143 | $64.7 萬 | 0.55% | +1,053+14.9% | 加碼 |
| Fundamentun, LLC | 8,171 | $64.9 萬 | 0.02% | +9+0.1% | 加碼 |
| Quest 10 Wealth Builders, Inc. | 8,174 | $64.9 萬 | 0.50% | +74+0.9% | 加碼 |
| Crews Bank & Trust | 8,215 | $65.2 萬 | 0.09% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 8,271 | $65.7 萬 | 0.02% | −40.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 8,319 | $66.1 萬 | 0.07% | −6,505−43.9% | 減碼 |
| Creative Financial Designs Inc | 8,365 | $66.4 萬 | 0.03% | −886−9.6% | 減碼 |
| HORAN Wealth, LLC | 8,400 | $66.7 萬 | 0.08% | −385−4.4% | 減碼 |
| Denver Wealth Management, Inc. | 8,421 | $66.9 萬 | 0.19% | 00.0% | 不變 |
| Alesco Advisors LLC | 8,470 | $67.3 萬 | 0.02% | 00.0% | 不變 |
| Theory Financial LLC | 8,470 | $67.3 萬 | 0.21% | +1,566+22.7% | 加碼 |
| HSBC Holdings PLC | 8,547 | $67.9 萬 | 0.00% | 00.0% | 不變 |
| Matrix Trust Co | 8,658 | $68.8 萬 | 0.10% | +621+7.7% | 加碼 |
| Proficio Capital Partners LLC | 8,685 | $69.0 萬 | 0.02% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 8,722 | $69.3 萬 | 0.18% | +1,849+26.9% | 加碼 |
| M1 Capital Management LLC | 8,750 | $69.5 萬 | 0.26% | −10,223−53.9% | 減碼 |
| Access Investment Management LLC | 8,759 | $69.6 萬 | 0.18% | +4,639+112.6% | 加碼 |
| Vigilare Wealth Management | 8,759 | $69.6 萬 | 0.21% | +8,759 | 新進 |
| Wealthcare Capital Management LLC | 8,788 | $69.8 萬 | 0.07% | −505−5.4% | 減碼 |