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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-24.3K- 62.51% |
$1.85M - $2.1M
|
14.6K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-939- 10.77% |
$71.7K - $81.4K
|
7.78K
$629K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.71K+ 1.77% |
$283K - $321K
|
213K
$17.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11K- 12.81% |
$841K - $955K
|
75K
$6.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16.3K- 3.51% |
$1.24M - $1.41M
|
447K
$36.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.66K+ 61.61% |
$127K - $144K
|
4.36K
$352K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
736+ 15.65% |
$56.2K - $63.8K
|
5.44K
$440K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.69% |
$107K - $121K
|
53.3K
$4.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
43.3K+ 51.68% |
$3.31M - $3.76M
|
127K
$10.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.2KNew |
$1.85M - $2.1M
|
24.2K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.82KNew |
$749K - $851K
|
9.82K
$794K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
65.9K+ 65.72% |
$5.03M - $5.72M
|
166K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.65K+ 3.78% |
$126K - $143K
|
45.2K
$3.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
99+ 0.34% |
$7.56K - $8.58K
|
29K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
6.95K+ 54.94% |
$530K - $602K
|
19.6K
$1.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
973+ 56.77% |
$74.3K - $84.3K
|
2.69K
$217K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.01KNew |
$306K - $348K
|
4.01K
$324K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.09K- 13.71% |
$160K - $181K
|
13.2K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-435- 1.91% |
$33.2K - $37.7K
|
22.3K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.22K- 5.67% |
$246K - $279K
|
53.6K
$4.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.4KNew |
$183K - $208K
|
2.4K
$194K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.82K- 13.72% |
$444K - $505K
|
36.6K
$2.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
63+ 0.29% |
$4.81K - $5.46K
|
21.9K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$231K - $262K
|
3.03K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
685+ 17.13% |
$52.3K - $59.4K
|
4.69K
$379K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.58KNew |
$197K - $223K
|
2.58K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.1K+ 3.13% |
$923K - $1.05M
|
399K
$32.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.26K- 18.39% |
$402K - $456K
|
23.4K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4New |
$305 - $347
|
4
$324
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-48.5K- 19.47% |
$3.7M - $4.21M
|
201K
$16.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.08K+ 18.85% |
$159K - $180K
|
13.1K
$1.06M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
402+ 5.58% |
$30.7K - $34.8K
|
7.6K
$615K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
673+ 15.07% |
$51.4K - $58.3K
|
5.14K
$416K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-174- 4.21% |
$13.3K - $15.1K
|
3.96K
$320K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
495+ 6.78% |
$37.8K - $42.9K
|
7.8K
$631K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
379+ 4.38% |
$28.9K - $32.9K
|
9.03K
$731K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
377+ 11.39% |
$28.8K - $32.7K
|
3.69K
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.94K- 3.52% |
$759K - $862K
|
273K
$22.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
109K+ 10.96% |
$8.3M - $9.43M
|
1.1M
$89.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.36K- 3.19% |
$257K - $292K
|
102K
$8.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-854- 10.03% |
$65.2K - $74K
|
7.66K
$620K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.95K+ 6.5% |
$454K - $516K
|
97.4K
$7.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.77KNew |
$287K - $327K
|
3.77K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-285- 3.61% |
$21.8K - $24.7K
|
7.61K
$616K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 14.98% |
$1.12M - $1.28M
|
113K
$9.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-602- 7.95% |
$45.9K - $52.2K
|
6.97K
$564K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.09K+ 2.28% |
$312K - $354K
|
183K
$14.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-848- 6.62% |
$64.7K - $73.5K
|
12K
$968K
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
SELL
|
- |
-5.98K- 13.09% |
$456K - $518K
|
39.7K
$3.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
11.2KNew |
$854K - $970K
|
11.2K
$905K
|
|