Latest Institutional Purchases of World Gold Trust (GLDM)
This list provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
109K+ 10.96% |
$8.3M - $9.43M
|
1.1M
$89.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
95.1KNew |
$7.25M - $8.24M
|
95.1K
$7.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
94.7KNew |
$7.23M - $8.21M
|
94.7K
$7.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
66.4K+ 1376.05% |
$5.07M - $5.76M
|
71.2K
$5.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
65.9K+ 65.72% |
$5.03M - $5.72M
|
166K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
43.3K+ 51.68% |
$3.31M - $3.76M
|
127K
$10.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
36.5K+ 34.62% |
$2.79M - $3.17M
|
142K
$11.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
33KNew |
$2.52M - $2.86M
|
33K
$2.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26.5KNew |
$2.02M - $2.3M
|
26.5K
$2.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.2KNew |
$1.85M - $2.1M
|
24.2K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.9K+ 35.18% |
$1.67M - $1.9M
|
84.3K
$6.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 14.98% |
$1.12M - $1.28M
|
113K
$9.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.3K+ 34.9% |
$1.09M - $1.24M
|
55.4K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1K+ 8.88% |
$1.08M - $1.22M
|
173K
$14M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
13KNew |
$989K - $1.12M
|
13K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.1K+ 3.13% |
$923K - $1.05M
|
399K
$32.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
11.2KNew |
$854K - $970K
|
11.2K
$905K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.6KNew |
$807K - $917K
|
10.6K
$856K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.82KNew |
$749K - $851K
|
9.82K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.32K+ 119.67% |
$559K - $635K
|
13.4K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
6.99KNew |
$534K - $606K
|
6.99K
$566K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
6.95K+ 54.94% |
$530K - $602K
|
19.6K
$1.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
6.56KNew |
$501K - $569K
|
6.56K
$531K
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.06KNew |
$463K - $525K
|
6.06K
$490K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.95K+ 6.5% |
$454K - $516K
|
97.4K
$7.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.69KNew |
$434K - $493K
|
5.69K
$460K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.33K+ 35.31% |
$331K - $376K
|
16.6K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.09K+ 2.28% |
$312K - $354K
|
183K
$14.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.01KNew |
$306K - $348K
|
4.01K
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.84KNew |
$293K - $333K
|
3.84K
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.77KNew |
$287K - $327K
|
3.77K
$305K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.71K+ 1.77% |
$283K - $321K
|
213K
$17.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.15K+ 31.13% |
$241K - $273K
|
13.3K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.15K+ 23.16% |
$240K - $273K
|
16.7K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.14KNew |
$240K - $272K
|
3.14K
$254K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$231K - $262K
|
3.03K
$245K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.9KNew |
$221K - $251K
|
2.9K
$234K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.84KNew |
$217K - $246K
|
2.84K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.6K+ 94.72% |
$198K - $225K
|
5.35K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.58KNew |
$197K - $223K
|
2.58K
$208K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.54K+ 0.58% |
$193K - $220K
|
439K
$35.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.53K+ 6.93% |
$193K - $219K
|
39K
$3.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.49KNew |
$190K - $216K
|
2.49K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
2.43KNew |
$185K - $210K
|
2.43K
$196K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.4KNew |
$183K - $208K
|
2.4K
$194K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.39KNew |
$182K - $207K
|
2.39K
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.37K+ 14.87% |
$181K - $205K
|
18.3K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.08K+ 18.85% |
$159K - $180K
|
13.1K
$1.06M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.83K+ 19.38% |
$140K - $159K
|
11.3K
$914K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
1.79KNew |
$137K - $155K
|
1.79K
$145K
|
|