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 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
176+ 550.0% |
$9.19K - $10.9K
|
208
$13.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.11K - $7.24K
|
4.49K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 59.17% |
$5.22K - $6.19K
|
269
$17.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
82+ 0.1% |
$4.28K - $5.07K
|
86.1K
$5.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
80+ 0.49% |
$4.18K - $4.95K
|
16.6K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
74+ 1.63% |
$3.86K - $4.58K
|
4.62K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
57+ 53.27% |
$2.97K - $3.53K
|
164
$10.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$2.61K - $3.09K
|
50
$3.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49+ 0.03% |
$2.56K - $3.03K
|
156K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
43New |
$2.24K - $2.66K
|
43
$2.83K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
36+ 4.31% |
$1.88K - $2.23K
|
871
$57.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
11+ 1.23% |
$574 - $681
|
908
$59.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-187- 0.18% |
$9.76K - $11.6K
|
104K
$6.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-267- 2.14% |
$13.9K - $16.5K
|
12.2K
$805K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 9.45% |
$15K - $17.8K
|
2.76K
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 2.01% |
$15.7K - $18.6K
|
14.6K
$960K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-304- 3.68% |
$15.9K - $18.8K
|
7.95K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-344- 0.5% |
$18K - $21.3K
|
69.1K
$4.54M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-380- 6.53% |
$19.8K - $23.5K
|
5.44K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-417- 2.33% |
$21.8K - $25.8K
|
17.5K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-441- 5.28% |
$23K - $27.3K
|
7.91K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-520- 0.63% |
$27.1K - $32.2K
|
81.4K
$5.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-993- 18.55% |
$51.8K - $61.5K
|
4.36K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 6.73% |
$56.3K - $66.8K
|
15K
$984K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.19K- 1.98% |
$61.8K - $73.3K
|
58.6K
$3.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.4K- 21.17% |
$73.2K - $86.8K
|
5.23K
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.48K- 1.17% |
$77K - $91.3K
|
124K
$8.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.69K- 2.88% |
$88.4K - $105K
|
57.1K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.01K- 0.89% |
$105K - $124K
|
224K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.4% |
$144K - $170K
|
23.7K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$180K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.2K- 3.12% |
$219K - $260K
|
130K
$8.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.07K- 1.79% |
$264K - $313K
|
278K
$18.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.42K- 5.62% |
$387K - $459K
|
124K
$8.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.6K- 1.37% |
$658K - $781K
|
906K
$59.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.3K- 6.88% |
$1.01M - $1.2M
|
261K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.3K- 8.7% |
$1.11M - $1.32M
|
224K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 98.38% |
$1.51M - $1.79M
|
476
$31.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-29.7K- 49.08% |
$1.55M - $1.84M
|
30.8K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-34.3K- 41.44% |
$1.79M - $2.12M
|
48.5K
$3.19M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-158K- 25.12% |
$8.23M - $9.76M
|
470K
$30.9M
|