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 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
8.55KNew |
$446K - $529K
|
8.55K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$427K - $507K
|
8.19K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.02K+ 13.32% |
$419K - $496K
|
68.2K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.96K+ 1.61% |
$415K - $493K
|
501K
$33.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
7.78K+ 9.33% |
$406K - $481K
|
91.2K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7.63KNew |
$398K - $472K
|
7.63K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.59K+ 1.75% |
$396K - $470K
|
440K
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.51KNew |
$392K - $465K
|
7.51K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.51KNew |
$392K - $465K
|
7.51K
$501K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.51KNew |
$392K - $465K
|
7.51K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.44K+ 1.57% |
$389K - $461K
|
481K
$32M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.12K+ 76.37% |
$371K - $440K
|
16.4K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.11K+ 20.79% |
$371K - $440K
|
41.3K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.1K+ 16.64% |
$371K - $440K
|
49.8K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
6.99KNew |
$365K - $433K
|
6.99K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.95K+ 57.27% |
$363K - $430K
|
19.1K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.88K+ 77.1% |
$359K - $426K
|
15.8K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.74K+ 4.41% |
$352K - $417K
|
160K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.74K+ 95.58% |
$352K - $417K
|
13.8K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
6.64K+ 79.74% |
$346K - $411K
|
15K
$997K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.55KNew |
$342K - $405K
|
6.55K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.4KNew |
$334K - $396K
|
6.4K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
6.24K+ 54.91% |
$326K - $386K
|
17.6K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$319K - $379K
|
6.12K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.95KNew |
$310K - $368K
|
5.95K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.92K+ 9.02% |
$309K - $367K
|
71.6K
$4.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.9K+ 4.63% |
$308K - $365K
|
133K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.89K+ 90.85% |
$307K - $365K
|
12.4K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.87KNew |
$306K - $363K
|
5.87K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.68K+ 103.31% |
$297K - $352K
|
11.2K
$746K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5.67K+ 11.66% |
$296K - $351K
|
54.3K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.67K+ 11.25% |
$296K - $351K
|
56.1K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.62K+ 50.3% |
$294K - $348K
|
16.8K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.58K+ 12.03% |
$291K - $345K
|
51.9K
$3.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.57KNew |
$291K - $345K
|
5.57K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.53K+ 39.69% |
$289K - $342K
|
19.5K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.35KNew |
$279K - $331K
|
5.35K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.31K+ 98.52% |
$277K - $329K
|
10.7K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.24KNew |
$273K - $324K
|
5.24K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.18KNew |
$271K - $321K
|
5.18K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.12K+ 26.7% |
$267K - $317K
|
24.3K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.1K+ 0.77% |
$266K - $316K
|
671K
$44.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
5.07KNew |
$265K - $314K
|
5.07K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.06K+ 5.83% |
$264K - $313K
|
91.9K
$6.12M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.04K+ 11.5% |
$263K - $312K
|
48.8K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.95KNew |
$258K - $306K
|
4.95K
$330K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.9K+ 35.82% |
$255K - $303K
|
18.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.78K+ 66.32% |
$250K - $296K
|
12K
$799K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.78KNew |
$249K - $296K
|
4.78K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.72K+ 20.49% |
$246K - $292K
|
27.7K
$1.85M
|