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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
266+ 2.56% |
$17.2K - $20.3K
|
10.6K
$861K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
262+ 5.9% |
$17K - $20K
|
4.7K
$380K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
172+ 5.26% |
$11.1K - $13.1K
|
3.44K
$278K
|
|
|
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 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
105+ 2.1% |
$6.8K - $8.03K
|
5.1K
$413K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
105New |
$6.8K - $8.03K
|
105
$8.49K
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
81+ 37.85% |
$5.24K - $6.19K
|
295
$23.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76+ 0.88% |
$4.92K - $5.81K
|
8.72K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 3.43% |
$4.85K - $5.73K
|
2.26K
$183K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
73+ 1.32% |
$4.73K - $5.58K
|
5.58K
$452K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 1.2% |
$4.53K - $5.35K
|
5.91K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
69New |
$4.47K - $5.28K
|
69
$5.58K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
68+ 1.51% |
$4.4K - $5.2K
|
4.56K
$369K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 1.35% |
$4.08K - $4.82K
|
4.71K
$381K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
62+ 1.24% |
$4.01K - $4.74K
|
5.05K
$408K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 0.27% |
$3.88K - $4.59K
|
22.2K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$3.88K - $4.59K
|
60
$4.85K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
59+ 190.32% |
$3.82K - $4.51K
|
90
$7.28K
|
|