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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
115K+ 30.06% |
$7.47M - $8.82M
|
499K
$40.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.15K+ 13.76% |
$333K - $393K
|
42.5K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 59.42% |
$2.23M - $2.64M
|
92.6K
$7.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24K+ 18.5% |
$1.56M - $1.84M
|
154K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
1.02K+ 5.09% |
$65.8K - $77.7K
|
21K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.5K+ 11.98% |
$1.72M - $2.03M
|
248K
$20M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10K- 12.45% |
$649K - $767K
|
70.6K
$5.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.93K+ 48.68% |
$125K - $148K
|
5.9K
$477K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.84KNew |
$314K - $370K
|
4.84K
$392K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.3KNew |
$537K - $634K
|
8.3K
$671K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
71.8K+ 42.39% |
$4.65M - $5.49M
|
241K
$19.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23.2K+ 31.81% |
$1.5M - $1.77M
|
95.9K
$7.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 0.05% |
$712 - $841
|
21.9K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.52K+ 9.26% |
$357K - $422K
|
65.1K
$5.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.7KNew |
$175K - $206K
|
2.7K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
5.34K+ 33.72% |
$346K - $408K
|
21.2K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-79- 0.28% |
$5.11K - $6.04K
|
28.1K
$2.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
3.51K+ 4.83% |
$227K - $269K
|
76.3K
$6.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
578+ 18.68% |
$37.4K - $44.2K
|
3.67K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
444K+ 34.26% |
$28.7M - $33.9M
|
1.74M
$141M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.19K- 16.4% |
$141K - $167K
|
11.1K
$901K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13K+ 19.84% |
$844K - $997K
|
78.8K
$6.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.93KNew |
$190K - $224K
|
2.93K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.46K+ 21.42% |
$159K - $188K
|
13.9K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.23K+ 3.19% |
$144K - $170K
|
72.2K
$5.84M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$208K - $246K
|
3.22K
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.3K+ 39.34% |
$3.06M - $3.62M
|
168K
$13.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 11.39% |
$220K - $260K
|
33.3K
$2.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17+ 0.11% |
$1.1K - $1.3K
|
14.9K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.18KNew |
$400K - $472K
|
6.18K
$500K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
419+ 3.54% |
$27.1K - $32K
|
12.3K
$991K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.21K+ 102.73% |
$402K - $475K
|
12.2K
$991K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.5K- 6.69% |
$1.2M - $1.41M
|
258K
$20.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.55K- 10.82% |
$100K - $119K
|
12.8K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.81K+ 68.35% |
$376K - $444K
|
14.3K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.68K+ 29.7% |
$432K - $511K
|
29.2K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
23.1K+ 34.04% |
$1.5M - $1.77M
|
91K
$7.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-142- 2.92% |
$9.19K - $10.9K
|
4.72K
$382K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3.97KNew |
$257K - $303K
|
3.97K
$321K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 15.0% |
$194 - $229
|
17
$1.38K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-134- 8.05% |
$8.67K - $10.2K
|
1.53K
$124K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
489K+ 22.09% |
$31.6M - $37.4M
|
2.7M
$218M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
26.2KNew |
$1.7M - $2M
|
26.2K
$2.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.68KNew |
$173K - $205K
|
2.68K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.02K+ 2.8% |
$66K - $78K
|
37.5K
$3.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.44K- 29.81% |
$93.3K - $110K
|
3.4K
$275K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.54K+ 42.78% |
$164K - $194K
|
8.48K
$686K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-146- 12.06% |
$9.45K - $11.2K
|
1.07K
$86.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
4.28K+ 5.16% |
$277K - $327K
|
87.1K
$7.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4+ 0.05% |
$259 - $306
|
7.28K
$589K
|
|