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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 84.5% |
$246K - $292K
|
10.3K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.71K+ 3.79% |
$246K - $291K
|
129K
$8.6M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.67K+ 1.03% |
$244K - $289K
|
459K
$30.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.65K+ 24.5% |
$243K - $288K
|
23.6K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.53KNew |
$237K - $281K
|
4.53K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 48.25% |
$237K - $280K
|
13.9K
$928K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
4.5KNew |
$235K - $279K
|
4.5K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.43KNew |
$231K - $274K
|
4.43K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.41K+ 6.6% |
$230K - $273K
|
71.2K
$4.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.86% |
$227K - $269K
|
238K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.21KNew |
$220K - $261K
|
4.21K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.1KNew |
$214K - $254K
|
4.1K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.09KNew |
$214K - $253K
|
4.09K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.03KNew |
$211K - $250K
|
4.03K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94KNew |
$206K - $244K
|
3.94K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.87KNew |
$202K - $240K
|
3.87K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.76K+ 86.59% |
$196K - $233K
|
8.1K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.72K+ 1.44% |
$194K - $230K
|
262K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.7KNew |
$193K - $229K
|
3.7K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.66KNew |
$191K - $226K
|
3.66K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.63KNew |
$189K - $225K
|
3.63K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 84.02% |
$187K - $222K
|
7.86K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
3.57KNew |
$186K - $221K
|
3.57K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.51KNew |
$183K - $217K
|
3.51K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.44K+ 7.1% |
$180K - $213K
|
51.9K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.38K+ 11.03% |
$177K - $209K
|
34.1K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3.38KNew |
$177K - $209K
|
3.38K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.34K+ 5.35% |
$174K - $207K
|
65.8K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.3K+ 79.61% |
$172K - $204K
|
7.44K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.29KNew |
$171K - $203K
|
3.29K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.28KNew |
$171K - $203K
|
3.28K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 16.77% |
$170K - $202K
|
22.7K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.1K+ 387.5% |
$162K - $192K
|
3.9K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.05K+ 3.92% |
$159K - $189K
|
80.8K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.92K+ 99.46% |
$152K - $181K
|
5.86K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 4.0% |
$150K - $178K
|
74.7K
$4.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.87K+ 4.08% |
$150K - $178K
|
73.2K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 71.25% |
$146K - $173K
|
6.71K
$447K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.78K+ 8.36% |
$145K - $172K
|
36K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.71K+ 12.96% |
$141K - $168K
|
23.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.71K+ 1.92% |
$141K - $168K
|
144K
$9.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.67K+ 15.68% |
$140K - $165K
|
19.7K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.61K+ 107.66% |
$136K - $162K
|
5.04K
$336K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.61K+ 29.03% |
$136K - $162K
|
11.6K
$774K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 2.55% |
$127K - $151K
|
98.3K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.43K+ 0.24% |
$127K - $151K
|
1.03M
$68.6M
|