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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.13K+ 5.58% |
$332K - $392K
|
97.1K
$7.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 695.35% |
$96.8K - $114K
|
1.71K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 8.81% |
$6.47K - $7.65K
|
1.04K
$83.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4.5KNew |
$291K - $344K
|
4.5K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.34K+ 8.53% |
$152K - $179K
|
29.8K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
126New |
$8.16K - $9.63K
|
126
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
13.6K+ 1.92% |
$880K - $1.04M
|
721K
$58.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
615KNew |
$39.8M - $47M
|
615K
$49.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
BUY
|
- |
692K+ 45.54% |
$44.8M - $52.9M
|
2.21M
$179M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
106K+ 7.88% |
$6.86M - $8.1M
|
1.45M
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-631- 2.23% |
$40.8K - $48.2K
|
27.7K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
134K+ 17.59% |
$8.66M - $10.2M
|
894K
$72.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.49K+ 104.49% |
$290K - $343K
|
8.78K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.23K+ 18.45% |
$597K - $705K
|
59.2K
$4.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
22.3KNew |
$1.44M - $1.71M
|
22.3K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
BUY
|
- |
408+ 377.78% |
$26.4K - $31.2K
|
516
$41.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.04K+ 6.73% |
$261K - $309K
|
64K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.9K+ 26.81% |
$2.65M - $3.13M
|
194K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.48K- 5.28% |
$160K - $190K
|
44.5K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.8MNew |
$117M - $138M
|
1.8M
$146M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
156+ 2.54% |
$10.1K - $11.9K
|
6.29K
$509K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.1K- 50.06% |
$716K - $846K
|
11K
$893K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
131+ 4.13% |
$8.48K - $10K
|
3.3K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-403- 3.86% |
$26.1K - $30.8K
|
10K
$813K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
14.7KNew |
$953K - $1.13M
|
14.7K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.07K+ 45.25% |
$523K - $617K
|
25.9K
$2.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.56K- 10.94% |
$166K - $196K
|
20.8K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.81K+ 10.17% |
$311K - $367K
|
52.1K
$4.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
521+ 1.11% |
$33.7K - $39.8K
|
47.5K
$3.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-864- 4.08% |
$55.9K - $66.1K
|
20.3K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.46K+ 2.7% |
$612K - $723K
|
359K
$29.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
294New |
$19K - $22.5K
|
294
$23.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.11K- 2.16% |
$72K - $85K
|
50.3K
$4.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
948+ 21.38% |
$61.4K - $72.5K
|
5.38K
$435K
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
18.4K+ 4.1% |
$1.19M - $1.4M
|
467K
$37.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.11K- 7.17% |
$266K - $314K
|
53.2K
$4.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.4K+ 14.92% |
$930K - $1.1M
|
111K
$8.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
777K+ 17.86% |
$50.3M - $59.4M
|
5.13M
$415M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.21KNew |
$338K - $399K
|
5.21K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
259K+ 8.48% |
$16.8M - $19.8M
|
3.32M
$268M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.8K- 7.5% |
$1.15M - $1.36M
|
220K
$17.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
212KNew |
$13.7M - $16.2M
|
212K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-114- 0.66% |
$7.38K - $8.72K
|
17.2K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11K+ 56.68% |
$710K - $838K
|
30.3K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
141KNew |
$9.16M - $10.8M
|
141K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-12.7K- 2.21% |
$823K - $972K
|
563K
$45.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 4.3% |
$77.8K - $91.9K
|
29.1K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30.2K+ 36.83% |
$1.96M - $2.31M
|
112K
$9.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-420- 2.15% |
$27.2K - $32.1K
|
19.1K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-272K- 45.22% |
$17.6M - $20.8M
|
329K
$26.7M
|
|