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 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.6K- 0.97% |
$233K - $275K
|
369K
$29.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
118K+ 10.03% |
$7.67M - $9.05M
|
1.3M
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.73KNew |
$177K - $209K
|
2.73K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.81K+ 4.77% |
$182K - $215K
|
61.8K
$5M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.68KNew |
$238K - $281K
|
3.68K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
69New |
$4.47K - $5.28K
|
69
$5.58K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.76K+ 4.64% |
$438K - $517K
|
153K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
668+ 0.89% |
$43.2K - $51.1K
|
75.3K
$6.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.06K+ 24.97% |
$134K - $158K
|
10.3K
$836K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.2K+ 96.48% |
$2.09M - $2.46M
|
65.6K
$5.31M
|
|
|
Nov 13, 2025
Q3 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-938- 5.14% |
$60.7K - $71.7K
|
17.3K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-35- 5.67% |
$2.27K - $2.68K
|
582
$47.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 16.24% |
$65.4K - $77.2K
|
7.23K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.77KNew |
$180K - $212K
|
2.77K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.81K+ 12.94% |
$247K - $291K
|
33.3K
$2.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-278- 2.86% |
$18K - $21.3K
|
9.45K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-52- 0.67% |
$3.37K - $3.98K
|
7.74K
$626K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
177+ 0.91% |
$11.5K - $13.5K
|
19.6K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
218+ 174.4% |
$14.1K - $16.7K
|
343
$27.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.5K+ 57.52% |
$1.26M - $1.49M
|
53.4K
$4.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
894+ 13.79% |
$57.9K - $68.3K
|
7.38K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-55.7K- 96.67% |
$3.6M - $4.25M
|
1.92K
$155K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.5K+ 17.95% |
$5.47M - $6.46M
|
555K
$44.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-1.75K- 25.65% |
$113K - $134K
|
5.07K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 5.73% |
$148K - $175K
|
42.1K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.1K- 4.66% |
$201K - $237K
|
63.4K
$5.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-973- 27.04% |
$63K - $74.4K
|
2.63K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 34.0% |
$2.2K - $2.6K
|
134
$10.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.07K- 42.93% |
$134K - $158K
|
2.75K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24K+ 5.95% |
$210K - $248K
|
57.7K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11K+ 23.88% |
$712K - $840K
|
57K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.44K+ 4.4% |
$352K - $416K
|
129K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.03K+ 11.42% |
$196K - $231K
|
29.5K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
56+ 1.29% |
$3.62K - $4.28K
|
4.41K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.59K+ 37.72% |
$168K - $198K
|
9.45K
$765K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16New |
$1.04K - $1.22K
|
16
$1.29K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-220- 94.02% |
$14.2K - $16.8K
|
14
$1.13K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.41K+ 24.33% |
$286K - $337K
|
22.5K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.42KNew |
$221K - $261K
|
3.42K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
369K+ 13.92% |
$23.9M - $28.2M
|
3.02M
$244M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-689- 9.8% |
$44.6K - $52.7K
|
6.34K
$513K
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
88.7KNew |
$5.74M - $6.78M
|
88.7K
$7.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
411+ 4.07% |
$26.6K - $31.4K
|
10.5K
$850K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.9K+ 5.25% |
$5.95M - $7.03M
|
1.84M
$149M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101K+ 22.02% |
$6.53M - $7.71M
|
559K
$45.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
60.1KNew |
$3.89M - $4.6M
|
60.1K
$4.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
23.9KNew |
$1.55M - $1.83M
|
23.9K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6KNew |
$1.01M - $1.19M
|
15.6K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
546+ 2.16% |
$35.3K - $41.7K
|
25.9K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.31K- 1.21% |
$84.8K - $100K
|
107K
$8.66M
|
|