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 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.93K+ 25.01% |
$319K - $377K
|
24.7K
$2M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.93K+ 71.43% |
$319K - $377K
|
11.8K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.9K+ 3.74% |
$317K - $374K
|
136K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.84KNew |
$314K - $370K
|
4.84K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.81K+ 10.17% |
$311K - $367K
|
52.1K
$4.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.74K+ 25.66% |
$307K - $363K
|
23.2K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$305K - $360K
|
4.71K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.64KNew |
$300K - $355K
|
4.64K
$375K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.64K+ 23.32% |
$300K - $355K
|
24.5K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.6KNew |
$298K - $352K
|
4.6K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.53KNew |
$293K - $346K
|
4.53K
$366K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.53K+ 101.96% |
$293K - $346K
|
8.97K
$726K
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4.5KNew |
$291K - $344K
|
4.5K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.49K+ 104.49% |
$290K - $343K
|
8.78K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.47KNew |
$289K - $341K
|
4.47K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
4.42K+ 28.77% |
$286K - $338K
|
19.8K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.41K+ 24.33% |
$286K - $337K
|
22.5K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.4K+ 26.67% |
$285K - $336K
|
20.9K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.38KNew |
$284K - $335K
|
4.38K
$355K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.28K+ 46.06% |
$277K - $328K
|
13.6K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
4.28K+ 5.16% |
$277K - $327K
|
87.1K
$7.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.27K+ 18.99% |
$276K - $326K
|
26.7K
$2.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.25K+ 8.43% |
$275K - $325K
|
54.6K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.24KNew |
$274K - $324K
|
4.24K
$343K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.18K+ 48.93% |
$270K - $319K
|
12.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.16KNew |
$269K - $318K
|
4.16K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
4.16KNew |
$269K - $318K
|
4.16K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.1K+ 70.38% |
$266K - $314K
|
9.94K
$804K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.1K+ 25.62% |
$265K - $313K
|
20.1K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.05KNew |
$262K - $309K
|
4.05K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.04K+ 6.73% |
$261K - $309K
|
64K
$5.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4KNew |
$259K - $306K
|
4K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3.97KNew |
$257K - $303K
|
3.97K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.89K+ 87.38% |
$252K - $298K
|
8.35K
$675K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
3.82K+ 7.08% |
$247K - $292K
|
57.8K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.81K+ 12.94% |
$247K - $291K
|
33.3K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.79K+ 5.71% |
$245K - $290K
|
70.2K
$5.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.71K+ 7.48% |
$240K - $283K
|
53.2K
$4.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.68KNew |
$238K - $281K
|
3.68K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.67K+ 87.67% |
$237K - $280K
|
7.85K
$635K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.61K+ 48.53% |
$234K - $276K
|
11K
$893K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.56KNew |
$230K - $272K
|
3.56K
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.52KNew |
$228K - $269K
|
3.52K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
3.51K+ 4.83% |
$227K - $269K
|
76.3K
$6.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.5K+ 10.64% |
$227K - $268K
|
36.4K
$2.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.47K+ 2.73% |
$224K - $265K
|
130K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.45KNew |
$223K - $264K
|
3.45K
$279K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.43K+ 11.15% |
$222K - $262K
|
34.2K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.42KNew |
$221K - $261K
|
3.42K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 11.39% |
$220K - $260K
|
33.3K
$2.69M
|
|