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
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-31.6K- 99.59% |
$1.65M - $1.95M
|
130
$8.67K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-34.3K- 41.44% |
$1.79M - $2.12M
|
48.5K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-37.5K- 51.31% |
$1.96M - $2.32M
|
35.6K
$2.37M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39.2K- 99.62% |
$2.04M - $2.42M
|
151
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-45K- 25.11% |
$2.35M - $2.79M
|
134K
$8.95M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-48.1K- 14.4% |
$2.51M - $2.98M
|
286K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-48.3K- 33.87% |
$2.52M - $2.99M
|
94.3K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-53.2K- 89.95% |
$2.77M - $3.29M
|
5.94K
$396K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-59.8K- 8.17% |
$3.12M - $3.7M
|
672K
$44.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-71.7K- 18.93% |
$3.74M - $4.44M
|
307K
$20.5M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-82.1K- 5.06% |
$4.28M - $5.08M
|
1.54M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-85.4K- 11.71% |
$4.46M - $5.29M
|
644K
$42.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-152K- 11.68% |
$7.94M - $9.41M
|
1.15M
$76.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-158K- 25.12% |
$8.23M - $9.76M
|
470K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-163K- 12.76% |
$8.51M - $10.1M
|
1.11M
$74.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-174K- 13.12% |
$9.06M - $10.7M
|
1.15M
$76.6M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-285K- 90.71% |
$14.9M - $17.7M
|
29.2K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-376K- 12.27% |
$19.6M - $23.3M
|
2.69M
$179M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-379K- 27.56% |
$19.8M - $23.5M
|
997K
$66.4M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-389K- 20.08% |
$20.3M - $24.1M
|
1.55M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400K- 19.3% |
$20.9M - $24.7M
|
1.67M
$111M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-459K- 92.85% |
$24M - $28.4M
|
35.4K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-462K- 12.96% |
$24.1M - $28.6M
|
3.1M
$207M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.65M- 41.45% |
$138M - $164M
|
3.74M
$249M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95M- 98.38% |
$154M - $183M
|
48.5K
$3.23M
|