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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.28K+ 112.41% |
$119K - $141K
|
4.31K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.28K+ 2.29% |
$119K - $141K
|
102K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.16K+ 33.78% |
$113K - $134K
|
8.55K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 21.92% |
$111K - $132K
|
11.9K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.12K+ 52.11% |
$110K - $131K
|
6.17K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.09K+ 24.67% |
$109K - $130K
|
10.6K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.07K+ 1.78% |
$108K - $128K
|
118K
$7.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.04K+ 10.72% |
$106K - $126K
|
21K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.02K+ 27.85% |
$106K - $125K
|
9.28K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.02K+ 88.91% |
$105K - $125K
|
4.29K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$105K - $125K
|
43.8K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2K+ 18.37% |
$104K - $124K
|
12.9K
$859K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 2.44% |
$100K - $119K
|
80.5K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.85K+ 12.91% |
$96.8K - $115K
|
16.2K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.85K+ 1.55% |
$96.6K - $114K
|
121K
$8.06M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.82K+ 5347.06% |
$94.9K - $113K
|
1.85K
$123K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.78K+ 1.38% |
$93.1K - $110K
|
131K
$8.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.75K+ 25.18% |
$91.3K - $108K
|
8.7K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.73K+ 2.61% |
$90.1K - $107K
|
68K
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 12.65% |
$89.2K - $106K
|
15.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7KNew |
$88.9K - $105K
|
1.7K
$114K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 37.75% |
$88.1K - $104K
|
6.16K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.65K+ 3.0% |
$86.1K - $102K
|
56.7K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.61K+ 36.5% |
$83.9K - $99.5K
|
6.01K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.5K+ 10.34% |
$78.3K - $92.8K
|
16K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 5.87% |
$78.2K - $92.7K
|
27K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.41KNew |
$73.4K - $87K
|
1.41K
$93.7K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4KNew |
$73.1K - $86.6K
|
1.4K
$93.3K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.4K+ 17.8% |
$72.9K - $86.4K
|
9.24K
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.38K+ 18.48% |
$72.1K - $85.5K
|
8.86K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.37K+ 5.21% |
$71.7K - $85K
|
27.8K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 1.28% |
$71.4K - $84.7K
|
108K
$7.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 18928.57% |
$69.2K - $82K
|
1.33K
$88.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.3K+ 19.07% |
$68K - $80.6K
|
8.13K
$542K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 2.03% |
$66.2K - $78.5K
|
63.8K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.23K+ 0.92% |
$63.9K - $75.8K
|
135K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 24.97% |
$60.1K - $71.3K
|
5.77K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.15K+ 1.95% |
$60.1K - $71.3K
|
60.2K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$376K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.1K+ 14.65% |
$57.4K - $68.1K
|
8.61K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 1.61% |
$54.3K - $64.4K
|
65.6K
$4.37M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 9.46% |
$52.6K - $62.4K
|
11.7K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
919+ 10.11% |
$48K - $56.9K
|
10K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
916+ 5.85% |
$47.8K - $56.7K
|
16.6K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
909+ 0.89% |
$47.4K - $56.3K
|
103K
$6.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
890+ 5.13% |
$46.4K - $55.1K
|
18.2K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
810New |
$42.3K - $50.1K
|
810
$54K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
753+ 3.52% |
$39.3K - $46.6K
|
22.2K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
734+ 205.03% |
$38.3K - $45.4K
|
1.09K
$72.8K
|