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 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.06K+ 9.58% |
$68.4K - $80.7K
|
12.1K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 2.42% |
$68.2K - $80.5K
|
44.6K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.05K+ 0.19% |
$67.6K - $79.9K
|
555K
$44.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.04K+ 155.44% |
$67.5K - $79.7K
|
1.71K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.03K+ 1.36% |
$66.4K - $78.4K
|
76.2K
$6.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.02K+ 2.8% |
$66K - $78K
|
37.5K
$3.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.02K+ 0.85% |
$66K - $78K
|
120K
$9.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
1.02K+ 5.09% |
$65.8K - $77.7K
|
21K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 16.24% |
$65.4K - $77.2K
|
7.23K
$585K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
983+ 6.07% |
$63.6K - $75.2K
|
17.2K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
948+ 21.38% |
$61.4K - $72.5K
|
5.38K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
932+ 26.38% |
$60.3K - $71.3K
|
4.47K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
894+ 13.79% |
$57.9K - $68.3K
|
7.38K
$597K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
865+ 1.04% |
$56K - $66.1K
|
84.1K
$6.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
770+ 4.75% |
$49.8K - $58.9K
|
17K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
710+ 2.99% |
$46K - $54.3K
|
24.5K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
697+ 5.83% |
$45.1K - $53.3K
|
12.6K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
689+ 14.71% |
$44.6K - $52.7K
|
5.37K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
675+ 2.86% |
$43.7K - $51.6K
|
24.3K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
671+ 6.08% |
$43.4K - $51.3K
|
11.7K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
668+ 0.89% |
$43.2K - $51.1K
|
75.3K
$6.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
650+ 0.81% |
$42.1K - $49.7K
|
81K
$6.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
649+ 2.97% |
$42K - $49.6K
|
22.5K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
641+ 20.74% |
$41.5K - $49K
|
3.73K
$302K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
635New |
$41.1K - $48.5K
|
635
$51.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
632+ 20.47% |
$40.9K - $48.3K
|
3.72K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
614+ 4.35% |
$39.7K - $46.9K
|
14.7K
$1.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
600+ 0.24% |
$38.8K - $45.9K
|
249K
$20.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
585+ 7.31% |
$37.9K - $44.7K
|
8.59K
$695K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
578+ 18.68% |
$37.4K - $44.2K
|
3.67K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
556+ 13.41% |
$36K - $42.5K
|
4.7K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
546+ 2.16% |
$35.3K - $41.7K
|
25.9K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
524+ 1.68% |
$33.9K - $40.1K
|
31.7K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
523+ 7.45% |
$33.9K - $40K
|
7.54K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
521+ 1.11% |
$33.7K - $39.8K
|
47.5K
$3.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
498+ 2.34% |
$32.2K - $38.1K
|
21.8K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
479+ 101.27% |
$31K - $36.6K
|
952
$77K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
477+ 5.83% |
$30.9K - $36.5K
|
8.65K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
475+ 9.52% |
$30.7K - $36.3K
|
5.47K
$442K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
475New |
$30.7K - $36.3K
|
475
$38.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
450New |
$29.1K - $34.4K
|
450
$36.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
448+ 1.72% |
$29K - $34.2K
|
26.4K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
419+ 3.54% |
$27.1K - $32K
|
12.3K
$991K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
413+ 0.7% |
$26.7K - $31.6K
|
59.6K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
411+ 4.07% |
$26.6K - $31.4K
|
10.5K
$850K
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
BUY
|
- |
408+ 377.78% |
$26.4K - $31.2K
|
516
$41.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
385+ 2.85% |
$24.9K - $29.4K
|
13.9K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
382+ 2.16% |
$24.7K - $29.2K
|
18.1K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
358+ 10.9% |
$23.2K - $27.4K
|
3.64K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
351+ 1.89% |
$22.7K - $26.8K
|
18.9K
$1.53M
|
|