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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
6.61K+ 82.02% |
$390K - $449K
|
14.7K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.85K+ 57.35% |
$345K - $398K
|
16.1K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.19KNew |
$306K - $353K
|
5.19K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.99KNew |
$294K - $339K
|
4.99K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.95KNew |
$292K - $336K
|
4.95K
$400K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.94KNew |
$291K - $336K
|
4.94K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.29KNew |
$253K - $291K
|
4.29K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4KNew |
$236K - $272K
|
4K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.84KNew |
$226K - $261K
|
3.84K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.61KNew |
$213K - $246K
|
3.61K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.43KNew |
$202K - $233K
|
3.43K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.34K+ 39.81% |
$197K - $227K
|
11.7K
$948K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.2KNew |
$189K - $218K
|
3.2K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
3.07KNew |
$181K - $209K
|
3.07K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.06KNew |
$180K - $208K
|
3.06K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.94K+ 6.5% |
$174K - $200K
|
48.2K
$3.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$153K - $177K
|
2.6K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.5K+ 21.52% |
$147K - $170K
|
14.1K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.66K+ 44.39% |
$97.9K - $113K
|
5.4K
$437K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.57KNew |
$92.6K - $107K
|
1.57K
$127K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.21K+ 16.05% |
$71.1K - $82K
|
8.72K
$705K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.12K+ 26.57% |
$66K - $76.1K
|
5.33K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1KNew |
$59K - $68K
|
1K
$80.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
863+ 1.55% |
$50.9K - $58.7K
|
56.5K
$4.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
635+ 101.11% |
$37.4K - $43.2K
|
1.26K
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
626+ 13.96% |
$36.9K - $42.5K
|
5.11K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
623+ 2.97% |
$36.7K - $42.3K
|
21.6K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
581New |
$34.3K - $39.5K
|
581
$47K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
530+ 1.26% |
$31.2K - $36K
|
42.4K
$3.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
511+ 1022.0% |
$30.1K - $34.7K
|
561
$45.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
476New |
$28.1K - $32.4K
|
476
$38.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
400New |
$23.6K - $27.2K
|
400
$32.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
315New |
$18.6K - $21.4K
|
315
$25.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
300New |
$17.7K - $20.4K
|
300
$24.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
249+ 13.02% |
$14.7K - $16.9K
|
2.16K
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
175+ 41.67% |
$10.3K - $11.9K
|
595
$48.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$8.73K - $10.1K
|
148
$12K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130+ 10.35% |
$7.66K - $8.84K
|
1.39K
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$5.9K - $6.8K
|
100
$8.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$5.72K - $6.59K
|
97
$7.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
75+ 1.32% |
$4.42K - $5.1K
|
5.76K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
53New |
$3.12K - $3.6K
|
53
$4.29K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
47New |
$2.77K - $3.19K
|
47
$3.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45New |
$2.65K - $3.06K
|
45
$3.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 1.0% |
$2.18K - $2.51K
|
3.73K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
23New |
$1.36K - $1.56K
|
23
$1.86K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 93.33% |
$825 - $952
|
29
$2.35K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 100.0% |
$590 - $680
|
20
$1.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$531 - $612
|
9
$728
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
3New |
$177 - $204
|
3
$243
|
|