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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
23.1K+ 34.04% |
$1.5M - $1.77M
|
91K
$7.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
22.9K+ 87.32% |
$1.48M - $1.75M
|
49.2K
$3.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22.6K+ 22.73% |
$1.46M - $1.72M
|
122K
$9.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.4K+ 135.96% |
$1.45M - $1.71M
|
38.9K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
22.3KNew |
$1.44M - $1.71M
|
22.3K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
22.2K+ 83.91% |
$1.44M - $1.7M
|
48.7K
$3.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22K+ 100.0% |
$1.43M - $1.68M
|
44K
$3.56M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
22K+ 42.94% |
$1.42M - $1.68M
|
73.2K
$5.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.6KNew |
$1.4M - $1.65M
|
21.6K
$1.75M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20.8K+ 88.94% |
$1.34M - $1.59M
|
44.1K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
20.2K+ 57.37% |
$1.31M - $1.55M
|
55.5K
$4.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.7K+ 39.37% |
$1.27M - $1.5M
|
69.6K
$5.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.5K+ 57.52% |
$1.26M - $1.49M
|
53.4K
$4.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
18.4K+ 4.1% |
$1.19M - $1.4M
|
467K
$37.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
17.6K+ 7.75% |
$1.14M - $1.35M
|
245K
$19.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.5K+ 456.16% |
$1.13M - $1.34M
|
21.3K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
17.2KNew |
$1.11M - $1.32M
|
17.2K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
17.1K+ 11.65% |
$1.11M - $1.31M
|
164K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.8K+ 4.75% |
$1.09M - $1.28M
|
370K
$29.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.2K+ 65.17% |
$1.05M - $1.24M
|
41.1K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16K+ 16.57% |
$1.04M - $1.22M
|
113K
$9.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
15.7K+ 46.59% |
$1.02M - $1.2M
|
49.4K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.6KNew |
$1.01M - $1.19M
|
15.6K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6KNew |
$1.01M - $1.19M
|
15.6K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
15.3KNew |
$991K - $1.17M
|
15.3K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
14.9KNew |
$964K - $1.14M
|
14.9K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
14.7KNew |
$953K - $1.13M
|
14.7K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.4K+ 3.07% |
$933K - $1.1M
|
484K
$39.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.4K+ 14.92% |
$930K - $1.1M
|
111K
$8.95M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.8K+ 60.45% |
$895K - $1.06M
|
36.7K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
13.6K+ 1.92% |
$880K - $1.04M
|
721K
$58.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13.6K+ 19.57% |
$878K - $1.04M
|
82.8K
$6.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13K+ 19.84% |
$844K - $997K
|
78.8K
$6.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.7K+ 9.06% |
$821K - $969K
|
153K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
12.3K+ 6.31% |
$797K - $941K
|
207K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12KNew |
$779K - $920K
|
12K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.7K+ 82.19% |
$754K - $891K
|
25.8K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 15.13% |
$719K - $849K
|
84.5K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11K+ 23.88% |
$712K - $840K
|
57K
$4.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11K+ 56.68% |
$710K - $838K
|
30.3K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$694K - $820K
|
10.7K
$868K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 34.64% |
$662K - $782K
|
39.7K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.1K+ 213.3% |
$653K - $771K
|
14.8K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.92KNew |
$642K - $758K
|
9.92K
$802K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.86K+ 20.99% |
$638K - $754K
|
56.8K
$4.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.82K+ 10.81% |
$635K - $751K
|
101K
$8.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.65K+ 60.3% |
$625K - $738K
|
25.7K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.59K+ 4.5% |
$621K - $733K
|
223K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.46K+ 2.7% |
$612K - $723K
|
359K
$29.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.44K+ 102.71% |
$611K - $722K
|
18.6K
$1.51M
|
|