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 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 14.64% |
$74.7K - $88.2K
|
6.73K
$545K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 3.0% |
$906 - $1.07K
|
481
$38.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141K+ 10.26% |
$9.13M - $10.8M
|
1.51M
$123M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.95K- 0.54% |
$191K - $225K
|
547K
$44.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-104- 1.6% |
$6.73K - $7.95K
|
6.39K
$517K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
865+ 1.04% |
$56K - $66.1K
|
84.1K
$6.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.47K+ 2.73% |
$224K - $265K
|
130K
$10.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.42K+ 0.04% |
$91.7K - $108K
|
3.41M
$276M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.1KNew |
$525K - $620K
|
8.1K
$656K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.33K- 3.5% |
$150K - $178K
|
64.1K
$5.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.23K- 0.55% |
$79.6K - $94K
|
224K
$18.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.31K- 14.31% |
$85.1K - $100K
|
7.87K
$637K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$18.3K - $21.6K
|
283
$22.9K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.78KNew |
$180K - $212K
|
2.78K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-314- 4.13% |
$20.3K - $24K
|
7.28K
$589K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
5.84KNew |
$378K - $446K
|
5.84K
$472K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.7K+ 39.37% |
$1.27M - $1.5M
|
69.6K
$5.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
413+ 0.7% |
$26.7K - $31.6K
|
59.6K
$4.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.15K+ 3.82% |
$333K - $394K
|
140K
$11.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.66K+ 23.51% |
$107K - $127K
|
8.7K
$703K
|
|
|
Nov 07, 2025
Q3 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-332- 0.14% |
$21.5K - $25.4K
|
236K
$19.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.65K+ 60.3% |
$625K - $738K
|
25.7K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.36KNew |
$218K - $257K
|
3.36K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
1.77K+ 13.91% |
$115K - $135K
|
14.5K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
22.9K+ 87.32% |
$1.48M - $1.75M
|
49.2K
$3.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-43- 0.09% |
$2.78K - $3.29K
|
46K
$3.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.3K- 16.41% |
$859K - $1.01M
|
67.6K
$5.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-609- 4.36% |
$39.4K - $46.6K
|
13.3K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.5K+ 456.16% |
$1.13M - $1.34M
|
21.3K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
68+ 1.51% |
$4.4K - $5.2K
|
4.56K
$369K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12KNew |
$779K - $920K
|
12K
$974K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 0.87% |
$68.6K - $81K
|
121K
$9.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.3K+ 33.57% |
$3.32M - $3.92M
|
204K
$16.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
22.2K+ 83.91% |
$1.44M - $1.7M
|
48.7K
$3.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-909- 0.95% |
$58.8K - $69.5K
|
94.4K
$7.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-980- 10.8% |
$63.4K - $74.9K
|
8.09K
$655K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.67K+ 53.11% |
$108K - $128K
|
4.83K
$390K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-16K- 4.73% |
$1.04M - $1.23M
|
323K
$26.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 25.75% |
$1.25M - $1.48M
|
55.9K
$4.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.53K+ 101.96% |
$293K - $346K
|
8.97K
$726K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.35K+ 5.07% |
$217K - $256K
|
69.4K
$5.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
94.4KNew |
$6.11M - $7.22M
|
94.4K
$7.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
84.5K+ 200.39% |
$5.47M - $6.46M
|
127K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.94% |
$8.87K - $10.5K
|
14.5K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
9.36K+ 5.98% |
$606K - $715K
|
166K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
671+ 6.08% |
$43.4K - $51.3K
|
11.7K
$947K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.6K- 55.54% |
$943K - $1.11M
|
11.7K
$943K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.6K+ 5.41% |
$4.38M - $5.17M
|
1.32M
$107M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.02KNew |
$195K - $231K
|
3.02K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.71KNew |
$564K - $666K
|
8.71K
$705K
|
|