Purchases and Sales Made in Q3 2025 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q3 2025. The information is specifically focused on institutions that hold shares of World Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.14K- 31.0% |
$527K - $622K
|
18.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.6K- 38.58% |
$557K - $657K
|
13.7K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.57K- 10.64% |
$619K - $732K
|
80.4K
$6.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-9.97K- 8.41% |
$645K - $762K
|
109K
$8.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10K- 12.45% |
$649K - $767K
|
70.6K
$5.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-10.2K- 37.63% |
$659K - $778K
|
16.9K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-10.8K- 2.41% |
$700K - $827K
|
438K
$35.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-11K- 9.46% |
$713K - $842K
|
105K
$8.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.1K- 50.06% |
$716K - $846K
|
11K
$893K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11.8K- 10.91% |
$766K - $904K
|
96.6K
$7.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-12.7K- 11.66% |
$821K - $970K
|
96.1K
$7.78M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-12.7K- 2.21% |
$823K - $972K
|
563K
$45.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-13.1K- 11.05% |
$849K - $1M
|
106K
$8.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.3K- 16.41% |
$859K - $1.01M
|
67.6K
$5.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14K- 13.59% |
$908K - $1.07M
|
89.1K
$7.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.6K- 55.54% |
$943K - $1.11M
|
11.7K
$943K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14.6K- 11.35% |
$948K - $1.12M
|
114K
$9.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-16K- 4.73% |
$1.04M - $1.23M
|
323K
$26.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.8K- 7.5% |
$1.15M - $1.36M
|
220K
$17.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.5K- 6.69% |
$1.2M - $1.41M
|
258K
$20.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 25.75% |
$1.25M - $1.48M
|
55.9K
$4.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 6.91% |
$1.28M - $1.51M
|
267K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.4K- 9.97% |
$1.38M - $1.63M
|
193K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24.5K- 74.69% |
$1.58M - $1.87M
|
8.3K
$671K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-37.2K- 7.08% |
$2.41M - $2.84M
|
488K
$39.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-38.2K- 9.63% |
$2.47M - $2.92M
|
359K
$29M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38.8K- 38.33% |
$2.51M - $2.96M
|
62.4K
$5.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40K- 16.94% |
$2.59M - $3.06M
|
196K
$15.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-45.1K- 18.53% |
$2.92M - $3.45M
|
198K
$16M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-46.9K- 86.06% |
$3.03M - $3.58M
|
7.59K
$614K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-49K- 4.63% |
$3.17M - $3.74M
|
1.01M
$81.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-53.9K- 12.23% |
$3.49M - $4.12M
|
387K
$31.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-55.7K- 96.67% |
$3.6M - $4.25M
|
1.92K
$155K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.5K- 6.87% |
$4.37M - $5.16M
|
914K
$74M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-97.7K- 37.7% |
$6.33M - $7.47M
|
161K
$13.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-146K- 16.55% |
$9.46M - $11.2M
|
737K
$59.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-150K- 21.32% |
$9.72M - $11.5M
|
554K
$44.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-173K- 81.2% |
$11.2M - $13.2M
|
40K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-195K- 48.85% |
$12.6M - $14.9M
|
205K
$16.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-272K- 45.22% |
$17.6M - $20.8M
|
329K
$26.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-637K- 20.05% |
$41.2M - $48.7M
|
2.54M
$205M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-638K- 15.72% |
$41.3M - $48.7M
|
3.42M
$277M
|
|