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 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.01K- 5.54% |
$65.1K - $76.8K
|
17.1K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.56KNew |
$230K - $272K
|
3.56K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
5.73K+ 35.81% |
$371K - $438K
|
21.7K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-820- 5.6% |
$53.1K - $62.7K
|
13.8K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.64K+ 14.25% |
$430K - $507K
|
53.2K
$4.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
81+ 37.85% |
$5.24K - $6.19K
|
295
$23.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.3K- 2.82% |
$472K - $558K
|
252K
$20.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$175K - $206K
|
2.7K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.23KNew |
$209K - $247K
|
3.23K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.77KNew |
$503K - $594K
|
7.77K
$628K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
450New |
$29.1K - $34.4K
|
450
$36.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-45- 1.72% |
$2.91K - $3.44K
|
2.57K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.71K+ 7.48% |
$240K - $283K
|
53.2K
$4.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
689+ 14.71% |
$44.6K - $52.7K
|
5.37K
$435K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.03KNew |
$196K - $232K
|
3.03K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-45.1K- 18.53% |
$2.92M - $3.45M
|
198K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.4K- 9.97% |
$1.38M - $1.63M
|
193K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
221+ 1.42% |
$14.3K - $16.9K
|
15.8K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
46K+ 41.91% |
$2.97M - $3.51M
|
156K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
90+ 0.81% |
$5.83K - $6.88K
|
11.2K
$903K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$3.24K - $3.82K
|
50
$4.05K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.83KNew |
$183K - $216K
|
2.83K
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.43K+ 1.26% |
$416K - $492K
|
517K
$41.8M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.93K+ 71.43% |
$319K - $377K
|
11.8K
$957K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$3.88K - $4.59K
|
60
$4.85K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.81K+ 108.5% |
$440K - $520K
|
13.1K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
358+ 10.9% |
$23.2K - $27.4K
|
3.64K
$295K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.14K- 31.0% |
$527K - $622K
|
18.1K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.4K+ 58.32% |
$155K - $183K
|
6.51K
$527K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
653K+ 508.43% |
$42.3M - $49.9M
|
782K
$63.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40.2K+ 53.97% |
$2.6M - $3.07M
|
115K
$9.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.4K+ 21.79% |
$414K - $489K
|
35.8K
$2.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.53KNew |
$552K - $652K
|
8.53K
$690K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
28K+ 134.36% |
$1.81M - $2.14M
|
48.8K
$3.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.63K- 1.2% |
$105K - $124K
|
134K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14.6K- 11.35% |
$948K - $1.12M
|
114K
$9.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 0.31% |
$133K - $156K
|
665K
$53.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
187+ 126.35% |
$12.1K - $14.3K
|
335
$27.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 5.46% |
$1.81M - $2.14M
|
541K
$43.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
15.3KNew |
$991K - $1.17M
|
15.3K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.93K+ 25.01% |
$319K - $377K
|
24.7K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
556+ 13.41% |
$36K - $42.5K
|
4.7K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.5K- 32.48% |
$227K - $268K
|
7.28K
$589K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
770+ 4.75% |
$49.8K - $58.9K
|
17K
$1.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
304+ 0.74% |
$19.7K - $23.2K
|
41.4K
$3.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
635New |
$41.1K - $48.5K
|
635
$51.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-2.8K- 1.09% |
$181K - $214K
|
254K
$20.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 1.2% |
$4.53K - $5.35K
|
5.91K
$478K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 9.33% |
$77.5K - $91.6K
|
14K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.35K+ 6.56% |
$87.1K - $103K
|
21.8K
$1.77M
|
|