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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$8.73K - $10.1K
|
148
$12K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
635+ 101.11% |
$37.4K - $43.2K
|
1.26K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
581New |
$34.3K - $39.5K
|
581
$47K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.57K- 24.11% |
$92.6K - $107K
|
4.94K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
14.7K+ 73.38% |
$869K - $1M
|
34.8K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
3.07KNew |
$181K - $209K
|
3.07K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-348- 3.93% |
$20.5K - $23.7K
|
8.51K
$689K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.95KNew |
$292K - $336K
|
4.95K
$400K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.99KNew |
$294K - $339K
|
4.99K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.57KNew |
$92.6K - $107K
|
1.57K
$127K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
175+ 41.67% |
$10.3K - $11.9K
|
595
$48.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13.8KNew |
$812K - $936K
|
13.8K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-249- 0.36% |
$14.7K - $16.9K
|
68.8K
$5.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$153K - $177K
|
2.6K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.91K- 21.1% |
$172K - $198K
|
10.9K
$880K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.33K- 11.82% |
$138K - $159K
|
17.4K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 100.0% |
$590 - $680
|
20
$1.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 93.33% |
$825 - $952
|
29
$2.35K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-5.63K- 1.03% |
$332K - $382K
|
538K
$43.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.47KNew |
$499K - $576K
|
8.47K
$685K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
511+ 1022.0% |
$30.1K - $34.7K
|
561
$45.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-176- 84.62% |
$10.4K - $12K
|
32
$2.59K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 37.17% |
$5.9K - $6.8K
|
169
$13.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
20K+ 10.86% |
$1.18M - $1.36M
|
204K
$16.5M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2KNew |
$895K - $1.03M
|
15.2K
$1.23M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-230- 3.55% |
$12K - $14.2K
|
6.26K
$506K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
236New |
$12.3K - $14.6K
|
236
$19.1K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
399New |
$20.8K - $24.7K
|
399
$32.3K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.06KNew |
$160K - $189K
|
3.06K
$247K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
488+ 8.94% |
$25.5K - $30.2K
|
5.95K
$481K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.65M- 41.45% |
$138M - $164M
|
3.74M
$303M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4KNew |
$73.1K - $86.6K
|
1.4K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.2K+ 75.49% |
$638K - $757K
|
28.4K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.1K+ 0.77% |
$266K - $316K
|
671K
$54.3M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
415New |
$21.7K - $25.7K
|
415
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.17K- 24.21% |
$61.1K - $72.5K
|
3.67K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.15K+ 1.95% |
$60.1K - $71.3K
|
60.2K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-31.6K- 99.59% |
$1.65M - $1.95M
|
130
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-138- 47.92% |
$7.2K - $8.54K
|
150
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7KNew |
$88.9K - $105K
|
1.7K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.87KNew |
$306K - $363K
|
5.87K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
391+ 476.83% |
$20.4K - $24.2K
|
473
$38.3K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
25.1KNew |
$1.31M - $1.56M
|
25.1K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
304New |
$15.9K - $18.8K
|
304
$24.6K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
31New |
$1.62K - $1.92K
|
31
$2.51K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-843- 17.45% |
$44K - $52.2K
|
3.99K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
99.6KNew |
$5.2M - $6.17M
|
99.6K
$8.06M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
474New |
$24.7K - $29.3K
|
474
$38.3K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.1K+ 387.5% |
$162K - $192K
|
3.9K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 150.0% |
$157 - $186
|
5
$405
|
|