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 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
20.1KNew |
$1.05M - $1.24M
|
20.1K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.7KNew |
$1.03M - $1.22M
|
19.7K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.3KNew |
$1.01M - $1.19M
|
19.3K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
18.7KNew |
$978K - $1.16M
|
18.7K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 106.5% |
$974K - $1.16M
|
36.2K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
18.5KNew |
$964K - $1.14M
|
18.5K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.4K+ 17.29% |
$959K - $1.14M
|
125K
$8.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18.3K+ 7.63% |
$955K - $1.13M
|
258K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
18.3K+ 319.93% |
$953K - $1.13M
|
24K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17K+ 9.15% |
$887K - $1.05M
|
203K
$13.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$867K - $1.03M
|
16.6K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.5K+ 94.11% |
$860K - $1.02M
|
34K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15.4K+ 99.86% |
$804K - $953K
|
30.8K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 106.3% |
$792K - $939K
|
29.5K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$771K - $914K
|
14.8K
$985K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
14.6KNew |
$764K - $907K
|
14.6K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.8K+ 124.95% |
$719K - $853K
|
24.8K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.7K+ 8.07% |
$714K - $847K
|
183K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 3.48% |
$714K - $847K
|
407K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$710K - $842K
|
13.6K
$907K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.4K+ 282.42% |
$701K - $831K
|
18.2K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.2K+ 13.64% |
$691K - $819K
|
110K
$7.35M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13.2K+ 70.83% |
$687K - $815K
|
31.8K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.8K+ 24.43% |
$669K - $794K
|
65.3K
$4.35M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
12.7K+ 200.79% |
$664K - $788K
|
19.1K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.7KNew |
$663K - $786K
|
12.7K
$846K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 7.29% |
$643K - $763K
|
181K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.2K+ 75.49% |
$638K - $757K
|
28.4K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 22.14% |
$634K - $751K
|
67K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12.1K+ 68.1% |
$633K - $750K
|
29.9K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12K+ 77.39% |
$629K - $746K
|
27.6K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
12K+ 9.51% |
$628K - $745K
|
139K
$9.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11.8KNew |
$614K - $728K
|
11.8K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11.7K+ 8.62% |
$613K - $727K
|
148K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.6K+ 6.61% |
$608K - $721K
|
188K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.5K+ 89.45% |
$601K - $713K
|
24.4K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.4K+ 90.57% |
$596K - $707K
|
24K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.9KNew |
$570K - $676K
|
10.9K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
10.8K+ 77.22% |
$565K - $670K
|
24.9K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 12.84% |
$565K - $670K
|
95.1K
$6.34M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.2KNew |
$534K - $633K
|
10.2K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.2KNew |
$532K - $631K
|
10.2K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.1K+ 13.66% |
$528K - $627K
|
84.2K
$5.61M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 22.76% |
$527K - $624K
|
54.4K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10.1K+ 842.51% |
$525K - $623K
|
11.3K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.56KNew |
$499K - $592K
|
9.56K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.33K+ 99.4% |
$487K - $578K
|
18.7K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.19KNew |
$480K - $569K
|
9.19K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.98K+ 95.11% |
$469K - $556K
|
18.4K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.56K+ 25.87% |
$447K - $530K
|
41.7K
$2.78M
|