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 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
523+ 7.45% |
$33.9K - $40K
|
7.54K
$610K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.28K+ 4.51% |
$406K - $480K
|
146K
$11.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$453 - $535
|
7
$566
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
632+ 20.47% |
$40.9K - $48.3K
|
3.72K
$301K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$3.24K - $3.82K
|
50
$4.05K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
17.6K+ 7.75% |
$1.14M - $1.35M
|
245K
$19.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.27K+ 18.99% |
$276K - $326K
|
26.7K
$2.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
217+ 0.72% |
$14K - $16.6K
|
30.2K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.26KNew |
$81.3K - $96K
|
1.26K
$102K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.05K- 14.88% |
$67.6K - $79.9K
|
5.98K
$484K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-46.9K- 86.06% |
$3.03M - $3.58M
|
7.59K
$614K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
585+ 7.31% |
$37.9K - $44.7K
|
8.59K
$695K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.38KNew |
$284K - $335K
|
4.38K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-10.2K- 37.63% |
$659K - $778K
|
16.9K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
11+ 0.27% |
$712 - $841
|
4.06K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40K+ 3.67% |
$2.59M - $3.06M
|
1.13M
$91.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
37.4KNew |
$2.42M - $2.86M
|
37.4K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.88K+ 5.05% |
$186K - $220K
|
59.9K
$4.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
174+ 55.06% |
$11.3K - $13.3K
|
490
$39.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.22K- 2.01% |
$78.8K - $93K
|
59.2K
$4.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 34.64% |
$662K - $782K
|
39.7K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.44K- 25.88% |
$93.5K - $110K
|
4.14K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-638K- 15.72% |
$41.3M - $48.7M
|
3.42M
$277M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 51.73% |
$6.59M - $7.78M
|
299K
$24.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
650+ 0.81% |
$42.1K - $49.7K
|
81K
$6.55M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
188+ 7.86% |
$12.2K - $14.4K
|
2.58K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.21K- 2.73% |
$143K - $169K
|
78.8K
$6.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
14.9KNew |
$964K - $1.14M
|
14.9K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.64K+ 4.09% |
$171K - $201K
|
67K
$5.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-56- 0.9% |
$3.62K - $4.28K
|
6.14K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-269- 1.8% |
$17.4K - $20.6K
|
14.7K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.33K+ 6.88% |
$151K - $178K
|
36.2K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.68K- 83.58% |
$432K - $510K
|
1.31K
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 1.0% |
$2.72K - $3.21K
|
4.25K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.59K+ 4.5% |
$621K - $733K
|
223K
$18M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.45K+ 6.68% |
$547K - $646K
|
135K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
199New |
$12.9K - $15.2K
|
199
$16.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 12.85% |
$8.87M - $10.5M
|
1.2M
$97.3M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.63K+ 1.7% |
$170K - $201K
|
158K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.59K- 4.4% |
$362K - $428K
|
122K
$9.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.2K+ 65.17% |
$1.05M - $1.24M
|
41.1K
$3.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$189K - $223K
|
2.92K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
12.3K+ 6.31% |
$797K - $941K
|
207K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.33K+ 4.94% |
$86.1K - $102K
|
28.3K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
710+ 2.99% |
$46K - $54.3K
|
24.5K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22K+ 100.0% |
$1.43M - $1.68M
|
44K
$3.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.98K+ 14.43% |
$387K - $457K
|
47.4K
$3.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
278+ 6.01% |
$18K - $21.3K
|
4.9K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
269+ 0.41% |
$17.4K - $20.6K
|
66.5K
$5.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
200New |
$12.9K - $15.3K
|
200
$16.2K
|
|