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 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
9.36K+ 5.98% |
$606K - $715K
|
166K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.23K+ 18.45% |
$597K - $705K
|
59.2K
$4.79M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.15K+ 16.71% |
$592K - $700K
|
63.9K
$5.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.77KNew |
$568K - $671K
|
8.77K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.71KNew |
$564K - $666K
|
8.71K
$705K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.53KNew |
$552K - $652K
|
8.53K
$690K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.45K+ 6.68% |
$547K - $646K
|
135K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.3KNew |
$537K - $634K
|
8.3K
$671K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.28K+ 29.15% |
$536K - $633K
|
36.7K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
8.15K+ 0.59% |
$527K - $623K
|
1.4M
$113M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.1KNew |
$525K - $620K
|
8.1K
$656K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.07K+ 45.25% |
$523K - $617K
|
25.9K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.89K+ 9.43% |
$510K - $603K
|
91.5K
$7.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.77K+ 2.89% |
$503K - $594K
|
277K
$22.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.77KNew |
$503K - $594K
|
7.77K
$628K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.66K+ 57.38% |
$496K - $585K
|
21K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
7.56K+ 0.28% |
$489K - $578K
|
2.7M
$219M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.42K+ 8.92% |
$480K - $567K
|
90.6K
$7.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.36K+ 156.33% |
$476K - $562K
|
12.1K
$976K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.31K+ 12.72% |
$473K - $559K
|
64.8K
$5.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.81K+ 108.5% |
$440K - $520K
|
13.1K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.76K+ 4.64% |
$438K - $517K
|
153K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.7K+ 3.27% |
$433K - $512K
|
212K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.68K+ 29.7% |
$432K - $511K
|
29.2K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.64K+ 14.25% |
$430K - $507K
|
53.2K
$4.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
6.62KNew |
$428K - $506K
|
6.62K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.6KNew |
$427K - $505K
|
6.6K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
6.54K+ 12.14% |
$423K - $500K
|
60.4K
$4.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.43K+ 1.26% |
$416K - $492K
|
517K
$41.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.4K+ 21.79% |
$414K - $489K
|
35.8K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.28K+ 4.51% |
$406K - $480K
|
146K
$11.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.22K+ 98.17% |
$402K - $475K
|
12.6K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.21K+ 102.73% |
$402K - $475K
|
12.2K
$991K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.18KNew |
$400K - $472K
|
6.18K
$500K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.12KNew |
$396K - $467K
|
6.12K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.05K+ 14.43% |
$392K - $463K
|
48K
$3.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.01K+ 69.89% |
$389K - $460K
|
14.6K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.98K+ 14.43% |
$387K - $457K
|
47.4K
$3.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.96KNew |
$385K - $455K
|
5.96K
$482K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
5.84KNew |
$378K - $446K
|
5.84K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.81K+ 68.35% |
$376K - $444K
|
14.3K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
5.73K+ 35.81% |
$371K - $438K
|
21.7K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.69K+ 253.36% |
$369K - $435K
|
7.94K
$642K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.52K+ 9.26% |
$357K - $422K
|
65.1K
$5.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.44K+ 4.4% |
$352K - $416K
|
129K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
5.34K+ 33.72% |
$346K - $408K
|
21.2K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.22K+ 10.27% |
$338K - $399K
|
56.1K
$4.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.21KNew |
$338K - $399K
|
5.21K
$422K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.15K+ 3.82% |
$333K - $394K
|
140K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.15K+ 13.76% |
$333K - $393K
|
42.5K
$3.44M
|
|