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 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
|
|
|
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 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
|
|
|
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
|
|
|
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 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
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 9.33% |
$77.5K - $91.6K
|
14K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 12.2% |
$72.8K - $86K
|
10.3K
$837K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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 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
|
|