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 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.63K+ 20.25% |
$170K - $201K
|
15.6K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.6K+ 0.56% |
$169K - $199K
|
464K
$37.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.59K+ 37.72% |
$168K - $198K
|
9.45K
$765K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.54K+ 42.78% |
$164K - $194K
|
8.48K
$686K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.52K+ 11.89% |
$163K - $193K
|
23.7K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.52K+ 52.74% |
$163K - $193K
|
7.3K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.48K+ 67.44% |
$160K - $189K
|
6.15K
$497K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.46K+ 21.42% |
$159K - $188K
|
13.9K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.41K+ 46.75% |
$156K - $184K
|
7.57K
$612K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.4K+ 11.79% |
$155K - $183K
|
22.8K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.4K+ 58.32% |
$155K - $183K
|
6.51K
$527K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.4K+ 12.95% |
$155K - $183K
|
20.9K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.38K+ 51.39% |
$154K - $182K
|
7K
$566K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.34K+ 8.53% |
$152K - $179K
|
29.8K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.33K+ 6.88% |
$151K - $178K
|
36.2K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 5.73% |
$148K - $175K
|
42.1K
$3.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.23K+ 3.19% |
$144K - $170K
|
72.2K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 47.19% |
$144K - $170K
|
6.93K
$561K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.2K+ 34.9% |
$143K - $168K
|
8.52K
$689K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.11KNew |
$136K - $161K
|
2.11K
$170K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.1K+ 4.74% |
$136K - $160K
|
46.4K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.06K+ 24.97% |
$134K - $158K
|
10.3K
$836K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 0.31% |
$133K - $156K
|
665K
$53.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 24.76% |
$132K - $156K
|
10.3K
$830K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.98K+ 35.94% |
$128K - $152K
|
7.5K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.96K+ 15.93% |
$127K - $150K
|
14.3K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.95KNew |
$126K - $149K
|
1.95K
$158K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.93K+ 48.68% |
$125K - $148K
|
5.9K
$477K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.86K+ 33.32% |
$121K - $143K
|
7.46K
$603K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.83K+ 47.54% |
$118K - $140K
|
5.67K
$459K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.78K+ 32.82% |
$115K - $136K
|
7.2K
$582K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
1.77K+ 13.91% |
$115K - $135K
|
14.5K
$1.17M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.72K+ 635.42% |
$111K - $132K
|
1.99K
$161K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 2.24% |
$111K - $131K
|
78.4K
$6.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.67K+ 53.11% |
$108K - $128K
|
4.83K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.66K+ 23.51% |
$107K - $127K
|
8.7K
$703K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.63K+ 33.42% |
$105K - $124K
|
6.49K
$525K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.61KNew |
$104K - $123K
|
1.61K
$130K
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.58K+ 15.73% |
$102K - $121K
|
11.6K
$941K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.58K+ 6.66% |
$102K - $121K
|
25.3K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 10.07% |
$101K - $120K
|
17.1K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 695.35% |
$96.8K - $114K
|
1.71K
$138K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.42K+ 0.04% |
$91.7K - $108K
|
3.41M
$276M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38K+ 0.66% |
$89.3K - $105K
|
209K
$16.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.35K+ 9.71% |
$87.4K - $103K
|
15.2K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.35K+ 6.56% |
$87.1K - $103K
|
21.8K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.33K+ 4.94% |
$86.1K - $102K
|
28.3K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.26KNew |
$81.3K - $96K
|
1.26K
$102K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 23.17% |
$81.1K - $95.8K
|
6.66K
$539K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 4.3% |
$77.8K - $91.9K
|
29.1K
$2.36M
|
|