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 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 | $142.5 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 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 |
|---|---|---|---|---|---|
| Churchill Financial Advisors, LLC | 58,843 | $467.3 萬 | 0.90% | +5,543+10.4% | 加碼 |
| Roan Capital Partners | 61,544 | $488.8 萬 | 4.05% | −19,286−23.9% | 減碼 |
| Level Four Advisory Services, LLC | 62,028 | $492.6 萬 | 0.14% | +62,028 | 新進 |
| Upper Left Wealth Management, LLC | 62,175 | $493.8 萬 | 2.74% | −1,025−1.6% | 減碼 |
| Richard P Slaughter Associates Inc | 62,554 | $496.8 萬 | 0.99% | +5,455+9.6% | 加碼 |
| Sankala Group LLC | 58,346 | $502.6 萬 | 3.35% | +6,335+12.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 63,878 | $507.3 萬 | 0.42% | +478+0.8% | 加碼 |
| Royal Harbor Partners, LLC | 64,341 | $511.0 萬 | 1.58% | +210+0.3% | 加碼 |
| Cedar Point Capital Partners, LLC | 65,255 | $518.3 萬 | 2.98% | +4,159+6.8% | 加碼 |
| Global Retirement Partners, LLC | 65,278 | $518.4 萬 | 0.08% | +65,278 | 新進 |
| Essex Financial Services, Inc. | 65,431 | $519.7 萬 | 0.26% | −1,408−2.1% | 減碼 |
| MONECO Advisors, LLC | 66,585 | $528.8 萬 | 0.32% | +4,847+7.9% | 加碼 |
| Compass Ion Advisors, LLC | 67,152 | $533.3 萬 | 0.46% | +1,119+1.7% | 加碼 |
| TD Waterhouse Canada Inc. | 68,171 | $544.5 萬 | 0.01% | −6,416−8.6% | 減碼 |
| BKD Wealth Advisors, LLC | 68,674 | $545.4 萬 | 0.09% | +238+0.3% | 加碼 |
| Encompass More Asset Management | 69,393 | $551.1 萬 | 0.81% | −140,635−67.0% | 減碼 |
| Lynx Investment Advisory | 71,293 | $566.2 萬 | 1.86% | −935−1.3% | 減碼 |
| Tudor Investment Corp Et Al | 71,374 | $566.9 萬 | 0.02% | −25,222−26.1% | 減碼 |
| Chatterton & Associates Inc. | 70,991 | $578.9 萬 | 3.41% | +12,840+22.1% | 加碼 |
| Stapp Wealth Management, PLLC | 73,084 | $580.4 萬 | 7.58% | +645+0.9% | 加碼 |
| Wealthspire Advisors, LLC | 73,273 | $581.9 萬 | 0.03% | +12,701+21.0% | 加碼 |
| Lido Advisors, LLC | 74,058 | $588.2 萬 | 0.02% | −3,767−4.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 74,190 | $589.2 萬 | 0.06% | +15,355+26.1% | 加碼 |
| Penobscot Wealth Management | 75,295 | $598.0 萬 | 1.60% | +12,570+20.0% | 加碼 |
| AMG National Trust Bank | 75,313 | $598.1 萬 | 0.12% | +11,228+17.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 75,445 | $599.2 萬 | 0.07% | +5,872+8.4% | 加碼 |
| Financial Planning Navigators CORP | 75,868 | $602.5 萬 | 2.26% | +75,868 | 新進 |
| Aureum Wealth Management, LLC | 75,875 | $602.6 萬 | 3.74% | +5,011+7.1% | 加碼 |
| Compass Wealth Management, LLC | 77,151 | $612.7 萬 | 2.44% | +4,914+6.8% | 加碼 |
| DeDora Capital, Inc. | 77,348 | $614.3 萬 | 1.34% | +8,787+12.8% | 加碼 |
| Financial Guidance Group, Inc. | 78,428 | $622.9 萬 | 2.33% | −1,630−2.0% | 減碼 |
| Team Financial Group, LLC | 78,500 | $623.4 萬 | 2.65% | +3,707+5.0% | 加碼 |
| Courier Capital LLC | 78,531 | $623.7 萬 | 0.31% | +7,591+10.7% | 加碼 |
| Seven Post Investment Office LP | 79,348 | $630.2 萬 | 1.79% | +8,847+12.5% | 加碼 |
| Avos Capital Management, LLC | 81,444 | $646.8 萬 | 2.69% | +2,030+2.6% | 加碼 |
| Brookstone Capital Management | 85,518 | $679.2 萬 | 0.07% | −5,963−6.5% | 減碼 |
| Change Path, LLC | 85,682 | $680.5 萬 | 0.15% | −24,215−22.0% | 減碼 |
| Aptus Capital Advisors, LLC | 85,953 | $682.6 萬 | 0.05% | +115+0.1% | 加碼 |
| Lodestar Private Asset Management LLC | 87,109 | $691.8 萬 | 0.60% | −713−0.8% | 減碼 |
| Integrity Wealth Solutions LLC | 87,645 | $696.1 萬 | 2.57% | +462+0.5% | 加碼 |
| Foundations Investment Advisors, LLC | 88,030 | $699.1 萬 | 0.07% | +17,283+24.4% | 加碼 |
| Glenview Trust Co | 88,233 | $700.7 萬 | 0.10% | −420.0% | 減碼 |
| Copley Financial Group, Inc. | 88,903 | $706.1 萬 | 4.27% | −76,000−46.1% | 減碼 |
| Archford Capital Strategies, LLC | 89,093 | $707.6 萬 | 0.72% | +5,711+6.8% | 加碼 |
| Cardinal Strategic Wealth Guidance | 89,116 | $707.8 萬 | 1.60% | −45,107−33.6% | 減碼 |
| Advisory Services Network, LLC | 89,723 | $712.6 萬 | 0.08% | +468+0.5% | 加碼 |
| Bright Financial Advisors, Inc. | 91,401 | $725.9 萬 | 3.04% | +5,875+6.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,749 | $728.7 萬 | 0.19% | +541+0.6% | 加碼 |
| Wilkerson Advisory Group LLC | 91,948 | $730.3 萬 | 2.24% | −876−0.9% | 減碼 |
| Integrated Advisors Network LLC | 93,457 | $742.2 萬 | 0.34% | +3,319+3.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 94,227 | $748.4 萬 | 1.61% | −5,839−5.8% | 減碼 |
| Versant Capital Management, Inc | 94,750 | $752.5 萬 | 0.67% | −2,542−2.6% | 減碼 |
| Janney Montgomery Scott LLC | 95,178 | $755.9 萬 | 0.01% | +95,178 | 新進 |
| Element Pointe Advisors, LLC | 95,869 | $761.4 萬 | 1.23% | +2,070+2.2% | 加碼 |
| PFG Advisors | 96,161 | $763.7 萬 | 0.38% | −6,161−6.0% | 減碼 |
| Fiducient Advisors LLC | 96,619 | $767.3 萬 | 1.10% | 00.0% | 不變 |
| Park Avenue Securities LLC | 96,631 | $767.4 萬 | 0.05% | +96,631 | 新進 |
| Cabot Wealth Management Inc | 96,935 | $769.9 萬 | 0.78% | +6,935+7.7% | 加碼 |
| Entrewealth, LLC | 92,074 | $773.7 萬 | 2.87% | +18,418+25.0% | 加碼 |
| Chatham Capital Group, Inc. | 98,062 | $778.8 萬 | 0.99% | +760+0.8% | 加碼 |
| Stansberry Asset Management, LLC | 98,737 | $784.2 萬 | 0.72% | +4,955+5.3% | 加碼 |
| Pinnacle Financial Partners, Inc. | 100,221 | $796.0 萬 | 0.05% | +1,082+1.1% | 加碼 |
| Zhang Financial LLC | 100,369 | $797.1 萬 | 0.23% | +2,575+2.6% | 加碼 |
| Purus Wealth Management, LLC | 101,226 | $803.9 萬 | 2.21% | −2,893−2.8% | 減碼 |
| Managed Asset Portfolios, LLC | 101,567 | $806.6 萬 | 0.92% | +1,236+1.2% | 加碼 |
| Secure Asset Management, LLC | 102,922 | $817.4 萬 | 1.15% | +102,922 | 新進 |
| Franklin Resources Inc | 103,094 | $818.8 萬 | 0.00% | +11,981+13.1% | 加碼 |
| Daiwa Securities Group Inc. | 104,177 | $827.4 萬 | 0.02% | +10,423+11.1% | 加碼 |
| Main Street Financial Solutions, LLC | 104,211 | $827.6 萬 | 0.53% | +4,217+4.2% | 加碼 |
| Tidemark, LLC | 104,713 | $831.6 萬 | 1.87% | −11,175−9.6% | 減碼 |
| McMorgan & Co LLC | 105,909 | $841.1 萬 | 1.27% | −15,309−12.6% | 減碼 |
| Jones Financial Companies LLLP | 105,157 | $847.7 萬 | 0.00% | +14,328+15.8% | 加碼 |
| Hudson Capital Management LLC | 106,828 | $848.4 萬 | 2.05% | −1,895−1.7% | 減碼 |
| AMJ Financial Wealth Management | 95,394 | $884.2 萬 | 2.09% | 00.0% | 不變 |
| School Employees Retirement Board of Ohio | 113,357 | $900.3 萬 | 3.24% | +113,357 | 新進 |
| SEI Investments Co | 113,486 | $901.3 萬 | 0.01% | −85,561−43.0% | 減碼 |
| Truist Financial Corp | 113,781 | $903.6 萬 | 0.01% | +9,391+9.0% | 加碼 |
| Napier Financial, LLC | 114,725 | $911.1 萬 | 1.90% | −322−0.3% | 減碼 |
| RM Financial Services, LLC | 115,788 | $919.6 萬 | 6.83% | +507+0.4% | 加碼 |
| Kraft, Davis & Associates, LLC | 114,636 | $922.0 萬 | 1.93% | +1,250+1.1% | 加碼 |
| AAFCPAs Wealth Management, LLC | 117,528 | $933.4 萬 | 3.44% | +117,528 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 117,731 | $937.8 萬 | 0.03% | +12,750+12.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 119,715 | $950.8 萬 | 1.95% | −268−0.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 119,119 | $952.0 萬 | 1.09% | +754+0.6% | 加碼 |
| Allen Capital Group, LLC | 121,388 | $964.1 萬 | 0.79% | +118,993+4,968.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 122,220 | $970.7 萬 | 0.53% | +8,177+7.2% | 加碼 |
| Fifth Third Bancorp | 123,404 | $980.1 萬 | 0.02% | +13,830+12.6% | 加碼 |
| SRS Capital Advisors, Inc. | 123,608 | $981.7 萬 | 0.07% | +44,346+55.9% | 加碼 |
| KPP Advisory Services LLC | 126,522 | $1,005 萬 | 1.27% | +11,489+10.0% | 加碼 |
| Pitcairn Wealth Advisors LLC | 135,573 | $1,077 萬 | 1.18% | +49,831+58.1% | 加碼 |
| AA Financial Advisors, LLC | 136,361 | $1,083 萬 | 1.30% | +53,331+64.2% | 加碼 |
| Walkner Condon Financial Advisors LLC | 137,537 | $1,092 萬 | 1.26% | +16,287+13.4% | 加碼 |
| McAlvany Wealth Management LLC | 137,885 | $1,095 萬 | 8.19% | −21,199−13.3% | 減碼 |
| Plum Street Advisors, LLC | 138,085 | $1,097 萬 | 3.50% | +138,085 | 新進 |
| AQR Capital Management LLC | 139,218 | $1,106 萬 | 0.00% | +5,170+3.9% | 加碼 |
| Lam Group, Inc. | 140,590 | $1,117 萬 | 5.55% | +1,215+0.9% | 加碼 |
| Accretive Wealth Partners, LLC | 140,951 | $1,119 萬 | 2.72% | +11,120+8.6% | 加碼 |
| Money Concepts Capital Corp | 143,547 | $1,140 萬 | 0.53% | +143,547 | 新進 |
| New Perspectives, Inc | 144,811 | $1,150 萬 | 3.53% | −14,699−9.2% | 減碼 |
| R. W. Roge & Company, Inc. | 147,721 | $1,173 萬 | 4.98% | +3,967+2.8% | 加碼 |