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 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 6.91% |
$1.28M - $1.51M
|
267K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.83K+ 47.54% |
$118K - $140K
|
5.67K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.7K+ 82.19% |
$754K - $891K
|
25.8K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-38.2K- 9.63% |
$2.47M - $2.92M
|
359K
$29M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.15KNew |
$204K - $241K
|
3.15K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.16KNew |
$269K - $318K
|
4.16K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.75K- 14.8% |
$242K - $286K
|
21.6K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.01% |
$129 - $153
|
13.9K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
4.16KNew |
$269K - $318K
|
4.16K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 2.24% |
$111K - $131K
|
78.4K
$6.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.31K+ 12.72% |
$473K - $559K
|
64.8K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.23K+ 8.45% |
$209K - $247K
|
41.4K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.52K+ 11.89% |
$163K - $193K
|
23.7K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
20.2K+ 57.37% |
$1.31M - $1.55M
|
55.5K
$4.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-12.7K- 11.66% |
$821K - $970K
|
96.1K
$7.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.5K- 6.87% |
$4.37M - $5.16M
|
914K
$74M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-10.8K- 2.41% |
$700K - $827K
|
438K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.16K+ 28.94% |
$205K - $242K
|
14.1K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$185K - $219K
|
2.86K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.8K+ 60.45% |
$895K - $1.06M
|
36.7K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.89K+ 9.43% |
$510K - $603K
|
91.5K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.4K+ 3.07% |
$933K - $1.1M
|
484K
$39.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1+ 3.7% |
$64.7 - $76.5
|
28
$2.27K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.92K- 3.59% |
$254K - $300K
|
105K
$8.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
59+ 190.32% |
$3.82K - $4.51K
|
90
$7.28K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
21+ 420.0% |
$1.36K - $1.61K
|
26
$2.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.96K- 10.6% |
$127K - $150K
|
16.6K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
448+ 1.72% |
$29K - $34.2K
|
26.4K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
149+ 4.43% |
$9.64K - $11.4K
|
3.52K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.08K- 9.51% |
$69.9K - $82.6K
|
10.3K
$831K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.1K+ 70.38% |
$266K - $314K
|
9.94K
$804K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.8K+ 3.1% |
$2.7M - $3.19M
|
1.39M
$113M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 3.43% |
$4.85K - $5.73K
|
2.26K
$183K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.44K+ 102.71% |
$611K - $722K
|
18.6K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145+ 34.61% |
$9.39K - $11.1K
|
564
$45.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.44K- 5.78% |
$223K - $263K
|
56.1K
$4.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
257+ 1.36% |
$16.6K - $19.6K
|
19.1K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-376- 0.36% |
$24.3K - $28.7K
|
105K
$8.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
15.7K+ 46.59% |
$1.02M - $1.2M
|
49.4K
$4M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.15% |
$64.7 - $76.5
|
659
$53.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.41K- 20.62% |
$221K - $261K
|
13.1K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
245+ 7.97% |
$15.9K - $18.7K
|
3.32K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13.6K+ 19.57% |
$878K - $1.04M
|
82.8K
$6.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.52KNew |
$228K - $269K
|
3.52K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.23K- 24.94% |
$79.6K - $94K
|
3.7K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
641+ 20.74% |
$41.5K - $49K
|
3.73K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
142K+ 23.83% |
$9.19M - $10.9M
|
738K
$59.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.36K+ 156.33% |
$476K - $562K
|
12.1K
$976K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-70- 0.15% |
$4.53K - $5.35K
|
48K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.79K+ 5.71% |
$245K - $290K
|
70.2K
$5.68M
|
|