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 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 27.91% |
$777 - $917
|
55
$4.45K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11.8K- 10.91% |
$766K - $904K
|
96.6K
$7.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-83- 79.81% |
$5.37K - $6.35K
|
21
$1.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.92KNew |
$642K - $758K
|
9.92K
$802K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.18K+ 48.93% |
$270K - $319K
|
12.7K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 26.0% |
$3.37K - $3.98K
|
252
$20.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
475New |
$30.7K - $36.3K
|
475
$38.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
2.9KNew |
$188K - $222K
|
2.9K
$235K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 1.35% |
$4.08K - $4.82K
|
4.71K
$381K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$6.47K - $7.65K
|
100
$8.09K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.96KNew |
$192K - $227K
|
2.96K
$240K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-266- 2.5% |
$15.7K - $18.1K
|
10.4K
$839K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 20.59% |
$10.9M - $12.5M
|
1.08M
$87.4M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
6.61K+ 82.02% |
$390K - $449K
|
14.7K
$1.19M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
92.9K+ 981.77% |
$5.48M - $6.31M
|
102K
$8.28M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.12K+ 26.57% |
$66K - $76.1K
|
5.33K
$431K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-36.3K- 99.78% |
$2.14M - $2.47M
|
80
$6.47K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
55K+ 40.98% |
$3.24M - $3.74M
|
189K
$15.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-959- 22.24% |
$56.5K - $65.2K
|
3.35K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.9K- 11.35% |
$642K - $740K
|
85K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.74K+ 20.99% |
$515K - $594K
|
50.4K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1KNew |
$59K - $68K
|
1K
$80.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-64- 4.0% |
$3.77K - $4.35K
|
1.54K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
863+ 1.55% |
$50.9K - $58.7K
|
56.5K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35.5K+ 49.51% |
$2.09M - $2.41M
|
107K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45New |
$2.65K - $3.06K
|
45
$3.64K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-11- 0.31% |
$649 - $748
|
3.56K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$8.84M - $10.2M
|
150K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 26.38% |
$89.7K - $103K
|
4.25K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.58K- 67.28% |
$447K - $515K
|
3.69K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-455- 5.96% |
$26.8K - $30.9K
|
7.18K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
92.5KNew |
$5.45M - $6.28M
|
92.5K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-716- 87.96% |
$42.2K - $48.7K
|
98
$7.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
315New |
$18.6K - $21.4K
|
315
$25.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.84KNew |
$226K - $261K
|
3.84K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.08K- 5.68% |
$122K - $141K
|
34.4K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$531 - $612
|
9
$728
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
300K+ 488.1% |
$17.7M - $20.4M
|
361K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$59 - $68
|
1
$80.9
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
147KNew |
$8.69M - $10M
|
147K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
300New |
$17.7K - $20.4K
|
300
$24.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.2KNew |
$189K - $218K
|
3.2K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-149K- 13.56% |
$8.76M - $10.1M
|
947K
$76.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54.8K- 99.41% |
$3.23M - $3.72M
|
325
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$1.44M - $1.66M
|
24.4K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.19KNew |
$306K - $353K
|
5.19K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-34- 0.21% |
$2K - $2.31K
|
16.5K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-490K- 97.69% |
$28.9M - $33.3M
|
11.6K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
530+ 1.26% |
$31.2K - $36K
|
42.4K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.43KNew |
$202K - $233K
|
3.43K
$277K
|
|