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 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
214+ 3.34% |
$13.9K - $16.4K
|
6.61K
$535K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.11KNew |
$136K - $161K
|
2.11K
$170K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.77KNew |
$568K - $671K
|
8.77K
$710K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.4K+ 33.21% |
$1.58M - $1.87M
|
97.9K
$7.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
385+ 2.85% |
$24.9K - $29.4K
|
13.9K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
6.62KNew |
$428K - $506K
|
6.62K
$535K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.86K+ 33.32% |
$121K - $143K
|
7.46K
$603K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.25K+ 8.43% |
$275K - $325K
|
54.6K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.09KNew |
$200K - $236K
|
3.09K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$305K - $360K
|
4.71K
$381K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 2.54% |
$102K - $120K
|
60.4K
$4.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-174- 6.12% |
$11.3K - $13.3K
|
2.67K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.77K+ 2.89% |
$503K - $594K
|
277K
$22.4M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.12KNew |
$396K - $467K
|
6.12K
$495K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.22K+ 98.17% |
$402K - $475K
|
12.6K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.03K+ 1.36% |
$66.4K - $78.4K
|
76.2K
$6.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.38K+ 51.39% |
$154K - $182K
|
7K
$566K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11New |
$712 - $841
|
11
$890
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.64K+ 23.32% |
$300K - $355K
|
24.5K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.96KNew |
$385K - $455K
|
5.96K
$482K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
105+ 2.1% |
$6.8K - $8.03K
|
5.1K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
112KNew |
$7.25M - $8.56M
|
112K
$9.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.45KNew |
$223K - $264K
|
3.45K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-796- 1.25% |
$51.5K - $60.9K
|
63.1K
$5.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.18KNew |
$206K - $243K
|
3.18K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.2K- 19.39% |
$77.7K - $91.7K
|
4.99K
$404K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.4K+ 135.96% |
$1.45M - $1.71M
|
38.9K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-742- 3.44% |
$48K - $56.7K
|
20.8K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$694K - $820K
|
10.7K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-637K- 20.05% |
$41.2M - $48.7M
|
2.54M
$205M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-594- 11.74% |
$38.4K - $45.4K
|
4.47K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
17.2KNew |
$1.11M - $1.32M
|
17.2K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.86K+ 20.99% |
$638K - $754K
|
56.8K
$4.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
33.2KNew |
$2.15M - $2.54M
|
33.2K
$2.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.67K+ 87.67% |
$237K - $280K
|
7.85K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
479+ 101.27% |
$31K - $36.6K
|
952
$77K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.7K+ 9.06% |
$821K - $969K
|
153K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.61KNew |
$104K - $123K
|
1.61K
$130K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-13.1K- 11.05% |
$849K - $1M
|
106K
$8.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37.1K+ 62.56% |
$2.4M - $2.84M
|
96.4K
$7.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.86KNew |
$185K - $218K
|
2.86K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.69K+ 253.36% |
$369K - $435K
|
7.94K
$642K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.6K- 38.58% |
$557K - $657K
|
13.7K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.1K+ 21.61% |
$2.73M - $3.22M
|
237K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.28K+ 29.15% |
$536K - $633K
|
36.7K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 47.19% |
$144K - $170K
|
6.93K
$561K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
382+ 2.16% |
$24.7K - $29.2K
|
18.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 21.85% |
$13.7M - $16.1M
|
1.18M
$95.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.06K+ 9.58% |
$68.4K - $80.7K
|
12.1K
$977K
|
|