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 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
76.5K+ 110.94% |
$3.99M - $4.73M
|
145K
$9.69M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
70.7KNew |
$3.69M - $4.38M
|
70.7K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.7K+ 410.02% |
$3.69M - $4.37M
|
87.9K
$5.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
70.3KNew |
$3.67M - $4.35M
|
70.3K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 38.55% |
$3.62M - $4.29M
|
249K
$16.6M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
65.6KNew |
$3.42M - $4.06M
|
65.6K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58.5K+ 186.67% |
$3.05M - $3.62M
|
89.8K
$5.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
56.7K+ 596.36% |
$2.96M - $3.51M
|
66.2K
$4.41M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
56.6K+ 124.66% |
$2.95M - $3.5M
|
102K
$6.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
56.3KNew |
$2.94M - $3.48M
|
56.3K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.6KNew |
$2.9M - $3.44M
|
55.6K
$3.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55.3K+ 45.79% |
$2.89M - $3.43M
|
176K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.6K+ 18.91% |
$2.85M - $3.38M
|
343K
$22.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
53.6KNew |
$2.8M - $3.32M
|
53.6K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3K+ 174.81% |
$2.78M - $3.3M
|
83.8K
$5.59M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48.3K+ 37.76% |
$2.52M - $2.99M
|
176K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
47.2K+ 213.45% |
$2.46M - $2.92M
|
69.3K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
46.3K+ 89.63% |
$2.42M - $2.87M
|
98K
$6.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
45.8K+ 12.41% |
$2.39M - $2.84M
|
415K
$27.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45.6KNew |
$2.38M - $2.82M
|
45.6K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
44.7K+ 137.7% |
$2.33M - $2.77M
|
77.2K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43.2K+ 107.86% |
$2.25M - $2.67M
|
83.2K
$5.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.6K+ 100.97% |
$2.22M - $2.64M
|
84.7K
$5.65M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.2K+ 27968.87% |
$2.2M - $2.61M
|
42.4K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.2K+ 29.77% |
$2.2M - $2.61M
|
184K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
41.6KNew |
$2.17M - $2.58M
|
41.6K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.9K+ 4.45% |
$2.13M - $2.53M
|
959K
$63.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.8KNew |
$2.13M - $2.53M
|
40.8K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$2.06M - $2.44M
|
39.4K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.6K+ 320.06% |
$2.02M - $2.39M
|
50.7K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 93.78% |
$2M - $2.37M
|
79.1K
$5.27M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35.7K+ 16.54% |
$1.86M - $2.21M
|
252K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.4KNew |
$1.85M - $2.19M
|
35.4K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
35.2KNew |
$1.84M - $2.18M
|
35.2K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.7KNew |
$1.81M - $2.15M
|
34.7K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
34.3KNew |
$1.79M - $2.12M
|
34.3K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34K+ 1405.12% |
$1.77M - $2.1M
|
36.4K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.9K+ 7.16% |
$1.72M - $2.04M
|
493K
$32.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
31.5K+ 20.65% |
$1.64M - $1.95M
|
184K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
30.3K+ 85.66% |
$1.58M - $1.87M
|
65.6K
$4.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.5KNew |
$1.54M - $1.82M
|
29.5K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
29.3K+ 9.7% |
$1.53M - $1.81M
|
332K
$22.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
28.8K+ 309.43% |
$1.5M - $1.78M
|
38.1K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28K+ 8.15% |
$1.46M - $1.73M
|
371K
$24.8M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27.7K+ 46.0% |
$1.44M - $1.71M
|
87.9K
$5.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
27.2KNew |
$1.42M - $1.68M
|
27.2K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
25.1KNew |
$1.31M - $1.56M
|
25.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
24.6K+ 17.95% |
$1.28M - $1.52M
|
162K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 16.57% |
$1.24M - $1.47M
|
167K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 608.53% |
$1.11M - $1.32M
|
24.7K
$1.65M
|