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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.58K+ 15.73% |
$102K - $121K
|
11.6K
$941K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.13KNew |
$203K - $239K
|
3.13K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.41K- 24.02% |
$91.1K - $108K
|
4.45K
$360K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
320+ 70.64% |
$20.7K - $24.5K
|
773
$62.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.89K+ 87.38% |
$252K - $298K
|
8.35K
$675K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.53KNew |
$293K - $346K
|
4.53K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.74K+ 25.66% |
$307K - $363K
|
23.2K
$1.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$3.62K - $4.28K
|
56
$4.53K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
73+ 1.32% |
$4.73K - $5.58K
|
5.58K
$452K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.03K+ 27.94% |
$196K - $231K
|
13.9K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 1.83% |
$82.9K - $97.9K
|
68.9K
$5.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
983+ 6.07% |
$63.6K - $75.2K
|
17.2K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.1K+ 25.62% |
$265K - $313K
|
20.1K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.57K- 10.64% |
$619K - $732K
|
80.4K
$6.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.41K+ 46.75% |
$156K - $184K
|
7.57K
$612K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.4K+ 12.95% |
$155K - $183K
|
20.9K
$1.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40K- 16.94% |
$2.59M - $3.06M
|
196K
$15.9M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-8- 0.09% |
$518 - $612
|
9.29K
$751K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
55+ 6.02% |
$3.56K - $4.2K
|
968
$78.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.05K+ 14.43% |
$392K - $463K
|
48K
$3.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.71KNew |
$176K - $207K
|
2.71K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-317- 0.23% |
$20.5K - $24.2K
|
136K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.42K+ 8.92% |
$480K - $567K
|
90.6K
$7.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.22K+ 10.27% |
$338K - $399K
|
56.1K
$4.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16K+ 16.57% |
$1.04M - $1.22M
|
113K
$9.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.66K+ 57.38% |
$496K - $585K
|
21K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.88M+ 26.59% |
$251M - $297M
|
18.5M
$1.49B
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-100- 0.92% |
$6.47K - $7.65K
|
10.8K
$874K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.12K- 25.68% |
$72.3K - $85.4K
|
3.23K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 15.13% |
$719K - $849K
|
84.5K
$6.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-543- 0.61% |
$35.1K - $41.5K
|
87.8K
$7.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.6KNew |
$1.4M - $1.65M
|
21.6K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
17.1K+ 11.65% |
$1.11M - $1.31M
|
164K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
52+ 167.74% |
$3.37K - $3.98K
|
83
$6.71K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.63K+ 20.25% |
$170K - $201K
|
15.6K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 23.17% |
$81.1K - $95.8K
|
6.66K
$539K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.28KNew |
$212K - $251K
|
3.28K
$265K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.98K- 40.15% |
$193K - $228K
|
4.45K
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.82KNew |
$182K - $215K
|
2.82K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5.34K- 3.03% |
$345K - $408K
|
171K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.01K+ 69.89% |
$389K - $460K
|
14.6K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
SELL
|
- |
-1.02K- 4.88% |
$65.8K - $77.7K
|
19.8K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.1K+ 4.74% |
$136K - $160K
|
46.4K
$3.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.1K- 14.0% |
$71.3K - $84.2K
|
6.77K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.98K+ 35.94% |
$128K - $152K
|
7.5K
$607K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.47K- 0.31% |
$95.4K - $113K
|
467K
$37.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
524+ 1.68% |
$33.9K - $40.1K
|
31.7K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117K+ 7.63% |
$7.59M - $8.96M
|
1.65M
$134M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.25K+ 3.38% |
$211K - $249K
|
99.5K
$8.05M
|
|