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 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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
479+ 101.27% |
$31K - $36.6K
|
952
$77K
|
|
|
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
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
343+ 7.82% |
$22.2K - $26.2K
|
4.73K
$383K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
320+ 70.64% |
$20.7K - $24.5K
|
773
$62.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
304+ 0.74% |
$19.7K - $23.2K
|
41.4K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
294New |
$19K - $22.5K
|
294
$23.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$18.3K - $21.6K
|
283
$22.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
278+ 6.01% |
$18K - $21.3K
|
4.9K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
269+ 0.41% |
$17.4K - $20.6K
|
66.5K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
257+ 1.36% |
$16.6K - $19.6K
|
19.1K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
245+ 7.97% |
$15.9K - $18.7K
|
3.32K
$269K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
221+ 1.42% |
$14.3K - $16.9K
|
15.8K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
218+ 174.4% |
$14.1K - $16.7K
|
343
$27.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
217+ 0.72% |
$14K - $16.6K
|
30.2K
$2.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
214+ 3.34% |
$13.9K - $16.4K
|
6.61K
$535K
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
200New |
$12.9K - $15.3K
|
200
$16.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
199New |
$12.9K - $15.2K
|
199
$16.1K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
188+ 7.86% |
$12.2K - $14.4K
|
2.58K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
187+ 126.35% |
$12.1K - $14.3K
|
335
$27.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
177+ 0.91% |
$11.5K - $13.5K
|
19.6K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
174+ 55.06% |
$11.3K - $13.3K
|
490
$39.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
156+ 2.54% |
$10.1K - $11.9K
|
6.29K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
149+ 4.43% |
$9.64K - $11.4K
|
3.52K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145+ 34.61% |
$9.39K - $11.1K
|
564
$45.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
131+ 4.13% |
$8.48K - $10K
|
3.3K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
126New |
$8.16K - $9.63K
|
126
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
107+ 1.63% |
$6.93K - $8.18K
|
6.66K
$539K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
105New |
$6.8K - $8.03K
|
105
$8.49K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
105+ 2.1% |
$6.8K - $8.03K
|
5.1K
$413K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$6.47K - $7.65K
|
100
$8.09K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
90+ 0.81% |
$5.83K - $6.88K
|
11.2K
$903K
|
|