Latest Institutional Transactions on World Gold Trust (GLDM)
This table provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.53K+ 6.93% |
$193K - $219K
|
39K
$3.15M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
25+ 833.33% |
$1.91K - $2.17K
|
28
$2.27K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.54K+ 0.58% |
$193K - $220K
|
439K
$35.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-8.14K- 32.14% |
$621K - $705K
|
17.2K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
1.79KNew |
$137K - $155K
|
1.79K
$145K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.15K+ 23.16% |
$240K - $273K
|
16.7K
$1.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
491+ 9.61% |
$37.5K - $42.6K
|
5.6K
$453K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
152+ 3.76% |
$11.6K - $13.2K
|
4.2K
$340K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.29K+ 19.81% |
$98.1K - $111K
|
7.78K
$629K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.21K- 2.37% |
$245K - $279K
|
133K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.96K- 26.21% |
$378K - $430K
|
14K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.0% |
$76.3 - $86.7
|
95.6K
$7.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
536+ 3.21% |
$40.9K - $46.5K
|
17.2K
$1.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
483+ 4.59% |
$36.9K - $41.9K
|
11K
$890K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
6.56KNew |
$501K - $569K
|
6.56K
$531K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$1.53K - $1.73K
|
20
$1.62K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 20.22% |
$88.5K - $101K
|
4.58K
$370K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-2.37K- 38.55% |
$181K - $205K
|
3.78K
$305K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450+ 157.89% |
$34.3K - $39K
|
735
$59.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
13KNew |
$989K - $1.12M
|
13K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.37K+ 14.87% |
$181K - $205K
|
18.3K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
33KNew |
$2.52M - $2.86M
|
33K
$2.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.9K+ 35.18% |
$1.67M - $1.9M
|
84.3K
$6.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.39KNew |
$182K - $207K
|
2.39K
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-64- 0.43% |
$4.88K - $5.55K
|
14.7K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.84KNew |
$217K - $246K
|
2.84K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.49KNew |
$190K - $216K
|
2.49K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.6K+ 94.72% |
$198K - $225K
|
5.35K
$432K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-10- 0.3% |
$763 - $867
|
3.31K
$267K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.26K+ 1.42% |
$96.4K - $109K
|
90.4K
$7.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.6KNew |
$807K - $917K
|
10.6K
$856K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
2.43KNew |
$185K - $210K
|
2.43K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-310- 8.81% |
$23.7K - $26.9K
|
3.21K
$260K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1K+ 8.88% |
$1.08M - $1.22M
|
173K
$14M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.33K+ 35.31% |
$331K - $376K
|
16.6K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.01K- 5.11% |
$77.1K - $87.6K
|
18.8K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
96+ 2.09% |
$7.33K - $8.32K
|
4.7K
$380K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-14- 0.28% |
$1.07K - $1.21K
|
5.04K
$407K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
94.7KNew |
$7.23M - $8.21M
|
94.7K
$7.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-960- 0.8% |
$73.3K - $83.2K
|
119K
$9.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.15K+ 31.13% |
$241K - $273K
|
13.3K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26.5KNew |
$2.02M - $2.3M
|
26.5K
$2.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.19K- 17.44% |
$91K - $103K
|
5.65K
$457K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-81- 18.66% |
$6.18K - $7.02K
|
353
$28.6K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-4- 5.26% |
$305 - $347
|
72
$5.82K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 2.42% |
$84K - $95.4K
|
44.4K
$3.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-12.7K- 58.52% |
$972K - $1.1M
|
9.03K
$731K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.32K+ 119.67% |
$559K - $635K
|
13.4K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
85+ 2.47% |
$6.49K - $7.37K
|
3.52K
$285K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.14KNew |
$240K - $272K
|
3.14K
$254K
|
|