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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
726+ 11.41% |
$37.9K - $44.9K
|
7.09K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
718+ 6.3% |
$37.5K - $44.4K
|
12.1K
$808K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
716+ 730.61% |
$37.4K - $44.3K
|
814
$54.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
662+ 25.71% |
$34.5K - $41K
|
3.24K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
618+ 5.79% |
$32.3K - $38.2K
|
11.3K
$753K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
572+ 1.65% |
$29.9K - $35.4K
|
35.3K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
549+ 12.65% |
$28.7K - $34K
|
4.89K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
500New |
$26.1K - $30.9K
|
500
$33.3K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
488+ 8.94% |
$25.5K - $30.2K
|
5.95K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
474New |
$24.7K - $29.3K
|
474
$31.6K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
415New |
$21.7K - $25.7K
|
415
$27.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
391+ 476.83% |
$20.4K - $24.2K
|
473
$31.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 0.64% |
$16.2K - $19.2K
|
48.7K
$3.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
306+ 3.04% |
$16K - $18.9K
|
10.4K
$692K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
304New |
$15.9K - $18.8K
|
304
$20.3K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
283+ 1.16% |
$14.8K - $17.5K
|
24.7K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
259+ 1.59% |
$13.5K - $16K
|
16.5K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
239+ 102.58% |
$12.5K - $14.8K
|
472
$31.5K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
235+ 2.39% |
$12.3K - $14.5K
|
10.1K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 11.11% |
$11.1K - $13.1K
|
2.12K
$141K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
201+ 0.62% |
$10.5K - $12.4K
|
32.8K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
192+ 45.18% |
$10K - $11.9K
|
617
$41.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
176+ 550.0% |
$9.19K - $10.9K
|
208
$13.9K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172+ 20.24% |
$8.98K - $10.6K
|
1.02K
$68.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
148+ 187.34% |
$7.72K - $9.16K
|
227
$15.1K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
147+ 0.12% |
$7.67K - $9.1K
|
119K
$7.96M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 2.53% |
$6.52K - $7.74K
|
5.06K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
123+ 0.13% |
$6.42K - $7.61K
|
95.2K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
117+ 75.97% |
$6.11K - $7.24K
|
271
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.11K - $7.24K
|
4.49K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
106+ 0.51% |
$5.53K - $6.56K
|
21K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$6.67K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$6.67K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 59.17% |
$5.22K - $6.19K
|
269
$17.9K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
91+ 1.81% |
$4.75K - $5.63K
|
5.13K
$342K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
89+ 2.13% |
$4.64K - $5.51K
|
4.28K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
85+ 0.12% |
$4.44K - $5.26K
|
68.5K
$4.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
82+ 0.1% |
$4.28K - $5.07K
|
86.1K
$5.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
80+ 0.49% |
$4.18K - $4.95K
|
16.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
74+ 1.63% |
$3.86K - $4.58K
|
4.62K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
69+ 0.22% |
$3.6K - $4.27K
|
31.8K
$2.12M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
60+ 0.09% |
$3.13K - $3.71K
|
66.5K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 0.32% |
$3.13K - $3.71K
|
18.9K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
57+ 53.27% |
$2.97K - $3.53K
|
164
$10.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$2.61K - $3.09K
|
50
$3.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49+ 0.03% |
$2.56K - $3.03K
|
156K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
44+ 0.79% |
$2.3K - $2.72K
|
5.63K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44+ 1.55% |
$2.3K - $2.72K
|
2.88K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
43New |
$2.24K - $2.66K
|
43
$2.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 1.1% |
$2.24K - $2.66K
|
3.96K
$264K
|