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 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
685+ 17.13% |
$52.3K - $59.4K
|
4.69K
$379K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
673+ 15.07% |
$51.4K - $58.3K
|
5.14K
$416K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
536+ 3.21% |
$40.9K - $46.5K
|
17.2K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
495+ 6.78% |
$37.8K - $42.9K
|
7.8K
$631K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
491+ 9.61% |
$37.5K - $42.6K
|
5.6K
$453K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
483+ 4.59% |
$36.9K - $41.9K
|
11K
$890K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450+ 157.89% |
$34.3K - $39K
|
735
$59.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
402+ 5.58% |
$30.7K - $34.8K
|
7.6K
$615K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
379+ 4.38% |
$28.9K - $32.9K
|
9.03K
$731K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
377+ 11.39% |
$28.8K - $32.7K
|
3.69K
$298K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
152+ 3.76% |
$11.6K - $13.2K
|
4.2K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
99+ 0.34% |
$7.56K - $8.58K
|
29K
$2.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
96+ 2.09% |
$7.33K - $8.32K
|
4.7K
$380K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
85+ 2.47% |
$6.49K - $7.37K
|
3.52K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
63+ 0.29% |
$4.81K - $5.46K
|
21.9K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
25+ 833.33% |
$1.91K - $2.17K
|
28
$2.27K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$1.53K - $1.73K
|
20
$1.62K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4New |
$305 - $347
|
4
$324
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.0% |
$76.3 - $86.7
|
95.6K
$7.73M
|
|
| Q3 2025 | |||||||
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.88M+ 26.59% |
$251M - $297M
|
18.5M
$1.49B
|
|
|
Nov 13, 2025
Q3 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.8MNew |
$117M - $138M
|
1.8M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65M+ 466.12% |
$107M - $126M
|
2.01M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.64M+ 28.55% |
$106M - $125M
|
7.37M
$596M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
777K+ 17.86% |
$50.3M - $59.4M
|
5.13M
$415M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
BUY
|
- |
692K+ 45.54% |
$44.8M - $52.9M
|
2.21M
$179M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
692K+ 8.73% |
$44.8M - $52.9M
|
8.62M
$697M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
653K+ 508.43% |
$42.3M - $49.9M
|
782K
$63.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
615KNew |
$39.8M - $47M
|
615K
$49.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
527K+ 10.27% |
$34.1M - $40.3M
|
5.66M
$458M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
489K+ 22.09% |
$31.6M - $37.4M
|
2.7M
$218M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
444K+ 34.26% |
$28.7M - $33.9M
|
1.74M
$141M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
369K+ 13.92% |
$23.9M - $28.2M
|
3.02M
$244M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
259K+ 8.48% |
$16.8M - $19.8M
|
3.32M
$268M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
238K+ 9.78% |
$15.4M - $18.2M
|
2.67M
$216M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
221K+ 3.15% |
$14.3M - $16.9M
|
7.25M
$587M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
212KNew |
$13.7M - $16.2M
|
212K
$17.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 21.85% |
$13.7M - $16.1M
|
1.18M
$95.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 46.59% |
$9.8M - $11.6M
|
476K
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
148K+ 49.64% |
$9.6M - $11.3M
|
447K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
143K+ 132.17% |
$9.28M - $11M
|
252K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
142K+ 23.83% |
$9.19M - $10.9M
|
738K
$59.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
141KNew |
$9.16M - $10.8M
|
141K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141K+ 10.26% |
$9.13M - $10.8M
|
1.51M
$123M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 12.85% |
$8.87M - $10.5M
|
1.2M
$97.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
134K+ 17.59% |
$8.66M - $10.2M
|
894K
$72.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129K+ 452.85% |
$8.37M - $9.88M
|
158K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
127K+ 13.45% |
$8.24M - $9.73M
|
1.07M
$86.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
118K+ 10.03% |
$7.67M - $9.05M
|
1.3M
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
117KNew |
$7.6M - $8.98M
|
117K
$9.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117K+ 7.63% |
$7.59M - $8.96M
|
1.65M
$134M
|
|