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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.22K- 1.94% |
$168K - $199K
|
162K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$183K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.48K- 29.76% |
$182K - $215K
|
8.21K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 6.06% |
$182K - $216K
|
54.2K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.55K- 16.75% |
$185K - $220K
|
17.6K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.7K- 2.92% |
$193K - $229K
|
123K
$8.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.07K- 31.24% |
$212K - $252K
|
8.96K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.17K- 14.7% |
$218K - $258K
|
24.2K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.2K- 3.12% |
$219K - $260K
|
130K
$8.69M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.3K- 8.67% |
$225K - $266K
|
45.3K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-4.68K- 4.28% |
$244K - $290K
|
105K
$6.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.86K- 17.59% |
$254K - $301K
|
22.8K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5K- 6.8% |
$261K - $309K
|
68.5K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.07K- 1.79% |
$264K - $313K
|
278K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.42K- 49.38% |
$283K - $335K
|
5.55K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-5.47K- 1.0% |
$285K - $338K
|
544K
$36.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 9.21% |
$291K - $346K
|
55.1K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.81K- 16.74% |
$303K - $360K
|
28.9K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.16K- 23.43% |
$322K - $381K
|
20.1K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-6.34K- 32.0% |
$331K - $392K
|
13.5K
$898K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-6.66K- 29.26% |
$348K - $412K
|
16.1K
$1.07M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.42K- 5.62% |
$387K - $459K
|
124K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 16.14% |
$421K - $499K
|
41.9K
$2.79M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.53K- 1.47% |
$445K - $528K
|
571K
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.88K- 16.24% |
$463K - $549K
|
45.8K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.98K- 37.4% |
$469K - $556K
|
15K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-9.25K- 33.76% |
$483K - $572K
|
18.1K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.55K- 53.28% |
$499K - $591K
|
8.38K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.92K- 58.09% |
$518K - $614K
|
7.16K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.94K- 8.43% |
$519K - $615K
|
108K
$7.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-10.2K- 1.57% |
$532K - $630K
|
639K
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.3K- 30.4% |
$592K - $702K
|
26K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.6K- 1.37% |
$658K - $781K
|
906K
$60.4M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.7K- 7.35% |
$661K - $784K
|
160K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15K- 5.87% |
$783K - $928K
|
240K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-15.4K- 17.27% |
$802K - $951K
|
73.6K
$4.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-16.8K- 14.32% |
$875K - $1.04M
|
100K
$6.68M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17.1K- 0.3% |
$891K - $1.06M
|
5.73M
$382M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-17.3K- 1.47% |
$902K - $1.07M
|
1.15M
$77M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.3K- 6.88% |
$1.01M - $1.2M
|
261K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-19.7K- 91.44% |
$1.03M - $1.22M
|
1.85K
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.3K- 8.7% |
$1.11M - $1.32M
|
224K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-21.7K- 26.2% |
$1.13M - $1.34M
|
61.2K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24.3K- 23.21% |
$1.27M - $1.5M
|
80.2K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-24.3K- 24.49% |
$1.27M - $1.5M
|
74.9K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-28.2K- 2.5% |
$1.47M - $1.74M
|
1.1M
$73.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 98.38% |
$1.51M - $1.79M
|
476
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-29.7K- 4.41% |
$1.55M - $1.84M
|
644K
$42.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-29.7K- 49.08% |
$1.55M - $1.84M
|
30.8K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-31K- 6.26% |
$1.62M - $1.92M
|
465K
$31M
|