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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.31K- 3.03% |
$120K - $143K
|
73.7K
$5.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.52K- 32.42% |
$131K - $156K
|
5.25K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.57K- 5.13% |
$134K - $159K
|
47.5K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.66K- 2.7% |
$139K - $165K
|
95.9K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.7K- 14.93% |
$141K - $167K
|
15.4K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.4% |
$144K - $170K
|
23.7K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.79K- 25.27% |
$146K - $173K
|
8.26K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.87K- 2.52% |
$150K - $178K
|
111K
$8.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.96K- 2.18% |
$155K - $183K
|
133K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.98K- 36.07% |
$156K - $184K
|
5.28K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-3.1K- 7.09% |
$162K - $192K
|
40.6K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.22K- 1.94% |
$168K - $199K
|
162K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.48K- 29.76% |
$182K - $215K
|
8.21K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 6.06% |
$182K - $216K
|
54.2K
$4.27M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.55K- 16.75% |
$185K - $220K
|
17.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.7K- 2.92% |
$193K - $229K
|
123K
$9.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.07K- 31.24% |
$212K - $252K
|
8.96K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.17K- 14.7% |
$218K - $258K
|
24.2K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.2K- 3.12% |
$219K - $260K
|
130K
$10.3M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.3K- 8.67% |
$225K - $266K
|
45.3K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-4.68K- 4.28% |
$244K - $290K
|
105K
$8.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.86K- 17.59% |
$254K - $301K
|
22.8K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5K- 6.8% |
$261K - $309K
|
68.5K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.07K- 1.79% |
$264K - $313K
|
278K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.42K- 49.38% |
$283K - $335K
|
5.55K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-5.47K- 1.0% |
$285K - $338K
|
544K
$42.9M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 9.21% |
$291K - $346K
|
55.1K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.81K- 16.74% |
$303K - $360K
|
28.9K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.16K- 23.43% |
$322K - $381K
|
20.1K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-6.34K- 32.0% |
$331K - $392K
|
13.5K
$1.06M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-6.66K- 29.26% |
$348K - $412K
|
16.1K
$1.27M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.42K- 5.62% |
$387K - $459K
|
124K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 16.14% |
$421K - $499K
|
41.9K
$3.3M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.53K- 1.47% |
$445K - $528K
|
571K
$45M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.88K- 16.24% |
$463K - $549K
|
45.8K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.98K- 37.4% |
$469K - $556K
|
15K
$1.19M
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-9.08K- 33.57% |
$474K - $562K
|
18K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-9.25K- 33.76% |
$483K - $572K
|
18.1K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.55K- 53.28% |
$499K - $591K
|
8.38K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.92K- 58.09% |
$518K - $614K
|
7.16K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.94K- 8.43% |
$519K - $615K
|
108K
$8.52M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-10.2K- 1.57% |
$532K - $630K
|
639K
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.3K- 30.4% |
$592K - $702K
|
26K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.6K- 1.37% |
$658K - $781K
|
906K
$71.5M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.7K- 7.35% |
$661K - $784K
|
160K
$12.6M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-14.7K- 10.57% |
$765K - $907K
|
124K
$9.78M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15K- 5.87% |
$783K - $928K
|
240K
$19M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-15.4K- 17.27% |
$802K - $951K
|
73.6K
$5.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-16.8K- 14.32% |
$875K - $1.04M
|
100K
$7.91M
|