Purchases and Sales Made in Q1 2025 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
281K+ 824.23% |
$14.6M - $17.4M
|
315K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 38.55% |
$3.62M - $4.29M
|
249K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
45.8K+ 12.41% |
$2.39M - $2.84M
|
415K
$27.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45.6KNew |
$2.38M - $2.82M
|
45.6K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
44.7K+ 137.7% |
$2.33M - $2.77M
|
77.2K
$5.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.6K+ 100.97% |
$2.22M - $2.64M
|
84.7K
$5.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.8KNew |
$2.13M - $2.53M
|
40.8K
$2.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$2.06M - $2.44M
|
39.4K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
35.2KNew |
$1.84M - $2.18M
|
35.2K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
31.5K+ 20.65% |
$1.64M - $1.95M
|
184K
$12.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.5KNew |
$1.54M - $1.82M
|
29.5K
$1.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
28.8K+ 309.43% |
$1.5M - $1.78M
|
38.1K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.7KNew |
$1.03M - $1.22M
|
19.7K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
18.7KNew |
$978K - $1.16M
|
18.7K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$867K - $1.03M
|
16.6K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.5K+ 94.11% |
$860K - $1.02M
|
34K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.4K+ 282.42% |
$701K - $831K
|
18.2K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.8K+ 24.43% |
$669K - $794K
|
65.3K
$4.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 7.29% |
$643K - $763K
|
181K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11.8KNew |
$614K - $728K
|
11.8K
$774K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.59K+ 1.75% |
$396K - $470K
|
440K
$29M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.51KNew |
$392K - $465K
|
7.51K
$494K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.74K+ 95.58% |
$352K - $417K
|
13.8K
$907K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.4KNew |
$334K - $396K
|
6.4K
$421K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.9K+ 4.63% |
$308K - $365K
|
133K
$8.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.62K+ 50.3% |
$294K - $348K
|
16.8K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.35KNew |
$279K - $331K
|
5.35K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.31K+ 98.52% |
$277K - $329K
|
10.7K
$704K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.18KNew |
$271K - $321K
|
5.18K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
5.07KNew |
$265K - $314K
|
5.07K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.95KNew |
$258K - $306K
|
4.95K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.78KNew |
$249K - $296K
|
4.78K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.86% |
$227K - $269K
|
238K
$15.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 84.02% |
$187K - $222K
|
7.86K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.44K+ 7.1% |
$180K - $213K
|
51.9K
$3.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.78K+ 8.36% |
$145K - $172K
|
36K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.67K+ 15.68% |
$140K - $165K
|
19.7K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.61K+ 29.03% |
$136K - $162K
|
11.6K
$764K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.12K+ 52.11% |
$110K - $131K
|
6.17K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.02K+ 27.85% |
$106K - $125K
|
9.28K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 2.44% |
$100K - $119K
|
80.5K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.65K+ 3.0% |
$86.1K - $102K
|
56.7K
$3.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.38K+ 18.48% |
$72.1K - $85.5K
|
8.86K
$583K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 18928.57% |
$69.2K - $82K
|
1.33K
$87.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 2.03% |
$66.2K - $78.5K
|
63.8K
$4.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
909+ 0.89% |
$47.4K - $56.3K
|
103K
$6.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
306+ 3.04% |
$16K - $18.9K
|
10.4K
$683K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
259+ 1.59% |
$13.5K - $16K
|
16.5K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
192+ 45.18% |
$10K - $11.9K
|
617
$40.6K
|