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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.8K+ 65.77% |
$3.41M - $3.93M
|
146K
$10.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
55.4K+ 11.78% |
$3.27M - $3.77M
|
526K
$38.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
55.3K+ 4.79% |
$3.26M - $3.76M
|
1.21M
$88.4M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
55K+ 40.98% |
$3.24M - $3.74M
|
189K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
51.2K+ 1.28% |
$3.02M - $3.48M
|
4.06M
$296M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
50.6K+ 4.48% |
$2.99M - $3.44M
|
1.18M
$86.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
47.2K+ 77.15% |
$2.78M - $3.21M
|
108K
$7.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.1K+ 686.12% |
$2.72M - $3.13M
|
52.8K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46KNew |
$2.71M - $3.13M
|
46K
$3.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
45.7K+ 56.68% |
$2.69M - $3.11M
|
126K
$9.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45K+ 25.54% |
$2.65M - $3.06M
|
221K
$16.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.2KNew |
$2.49M - $2.87M
|
42.2K
$3.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.9K+ 293.36% |
$2.41M - $2.78M
|
54.8K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.3K+ 24.16% |
$2.37M - $2.74M
|
207K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.9K+ 112.65% |
$2.35M - $2.71M
|
75.2K
$5.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
37.4KNew |
$2.21M - $2.54M
|
37.4K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
36.8K+ 90.14% |
$2.17M - $2.5M
|
77.6K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35.5K+ 49.51% |
$2.09M - $2.41M
|
107K
$7.82M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
33.8KNew |
$1.99M - $2.3M
|
33.8K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32.4K+ 9.22% |
$1.91M - $2.2M
|
384K
$28M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
31.1K+ 16.95% |
$1.83M - $2.11M
|
214K
$15.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
29.4K+ 145.47% |
$1.73M - $2M
|
49.5K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
27.5K+ 30.19% |
$1.62M - $1.87M
|
119K
$8.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
27.4KNew |
$1.62M - $1.86M
|
27.4K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.2KNew |
$1.55M - $1.78M
|
26.2K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
25.6K+ 6.89% |
$1.51M - $1.74M
|
397K
$29M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
25.5K+ 74.72% |
$1.5M - $1.73M
|
59.5K
$4.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
25.4KNew |
$1.5M - $1.73M
|
25.4K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
25K+ 11.15% |
$1.47M - $1.7M
|
249K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
24.6K+ 69.11% |
$1.45M - $1.67M
|
60.1K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$1.44M - $1.66M
|
24.4K
$1.78M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
24.3K+ 219.8% |
$1.43M - $1.65M
|
35.3K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23.8K+ 131.17% |
$1.4M - $1.62M
|
41.9K
$3.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 23.67% |
$1.37M - $1.58M
|
122K
$8.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23K+ 868.88% |
$1.36M - $1.56M
|
25.7K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.5KNew |
$1.33M - $1.53M
|
22.5K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
22.5KNew |
$1.33M - $1.53M
|
22.5K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.1KNew |
$1.3M - $1.5M
|
22.1K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22KNew |
$1.3M - $1.5M
|
22K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.6K+ 27.83% |
$1.27M - $1.47M
|
99.3K
$7.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21.5K+ 41.45% |
$1.27M - $1.46M
|
73.5K
$5.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
20.8KNew |
$1.23M - $1.41M
|
20.8K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20.2KNew |
$1.19M - $1.37M
|
20.2K
$1.47M
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
20K+ 10.86% |
$1.18M - $1.36M
|
204K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
19.3KNew |
$1.14M - $1.32M
|
19.3K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
18.5KNew |
$1.09M - $1.26M
|
18.5K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.3K+ 38.5% |
$1.08M - $1.24M
|
65.7K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18K+ 121.9% |
$1.06M - $1.22M
|
32.8K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
18K+ 98.98% |
$1.06M - $1.22M
|
36.2K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.1K+ 9.1% |
$1.01M - $1.16M
|
205K
$15M
|