Purchases and Sales Made in Q1 2025 in World Gold Trust (GLDM)

GLDM Quotes by TradingView

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 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
60
+ 0.32%
$3.13K - $3.71K
18.9K $1.49M
Apr 14, 2025 Q1 2025
Deane Retirement Strategies, Inc.

BUY
 -
57
+ 53.27%
$2.97K - $3.53K
164 $12.9K
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
50
New
$2.61K - $3.09K
50 $3.94K
Apr 17, 2025 Q1 2025
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
49
+ 0.03%
$2.56K - $3.03K
156K $12.3M
May 15, 2025 Q1 2025
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
44
+ 1.55%
$2.3K - $2.72K
2.88K $227K
Apr 22, 2025 Q1 2025
Appleton Partners Inc

BUY
 -
44
+ 0.79%
$2.3K - $2.72K
5.63K $444K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
43
+ 1.1%
$2.24K - $2.66K
3.96K $312K
Apr 14, 2025 Q1 2025
Toth Financial Advisory Corp

BUY
 -
43
New
$2.24K - $2.66K
43 $3.39K
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
40
+ 1000.0%
$2.09K - $2.48K
44 $3.47K
Apr 08, 2025 Q1 2025
First Community Trust Na

BUY
 -
36
+ 4.31%
$1.88K - $2.23K
871 $68.7K
May 09, 2025 Q1 2025
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
31
New
$1.62K - $1.92K
31 $2.44K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
26
New
$1.36K - $1.61K
26 $2.05K
May 01, 2025 Q1 2025
Bogart Wealth, LLC

BUY
 -
18
+ 10.34%
$939 - $1.11K
192 $15.1K
May 16, 2025 Q1 2025
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
16
New
$835 - $990
16 $1.26K
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
12
+ 0.46%
$626 - $743
2.65K $209K
Apr 17, 2025 Q1 2025
Nbt Bank N A

BUY
 -
11
+ 1.23%
$574 - $681
908 $71.6K
May 02, 2025 Q1 2025
Bka Wealth Consulting, Inc.

BUY
 -
8
+ 0.19%
$418 - $495
4.25K $335K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
7
New
$365 - $433
7 $552
May 06, 2025 Q1 2025
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
3
+ 150.0%
$157 - $186
5 $394
Apr 25, 2025 Q1 2025
Morton Brown Family Wealth, LLC

BUY
 -
1
New
$52.2 - $61.9
1 $78.9
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 01, 2025 Q1 2025
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-5
- 6.67%
$261 - $309
70 $5.52K
May 15, 2025 Q1 2025
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-17
- 0.27%
$887 - $1.05K
6.31K $498K
Apr 30, 2025 Q1 2025
Park Square Financial Group, LLC

Roswell, GA
SELL
 -
-18
- 7.76%
$939 - $1.11K
214 $16.9K
Apr 25, 2025 Q1 2025
Mather Group, Llc.

Chicago, IL
SELL
 -
-24
- 0.31%
$1.25K - $1.49K
7.75K $611K
May 01, 2025 Q1 2025
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-24
- 0.18%
$1.25K - $1.49K
13.5K $1.06M
Apr 25, 2025 Q1 2025
Stonebridge Financial Group, LLC

Wormleysburg, PA
SELL
 -
-38
- 2.21%
$1.98K - $2.35K
1.68K $133K
May 09, 2025 Q1 2025
Marble Harbor Investment Counsel, LLC

Boston, MA
SELL
 -
-50
- 0.08%
$2.61K - $3.09K
66.4K $5.23M
May 14, 2025 Q1 2025
Jt Stratford LLC

Gainesville, GA
SELL
 -
-100
- 0.97%
$5.22K - $6.19K
10.2K $804K
Apr 23, 2025 Q1 2025
Pds Planning, Inc

SELL
 -
-121
- 0.45%
$6.31K - $7.49K
26.9K $2.12M
Apr 28, 2025 Q1 2025
Rosenberg Matthew Hamilton

SELL
 -
-131
- 6.41%
$6.84K - $8.11K
1.91K $151K
May 14, 2025 Q1 2025
Minot De Blois Advisors LLC

Boston, MA
SELL
 -
-138
- 47.92%
$7.2K - $8.54K
150 $11.8K
Apr 21, 2025 Q1 2025
Community Bank, N.A.

SELL
 -
-142
- 3.24%
$7.41K - $8.79K
4.24K $334K
May 15, 2025 Q1 2025
Modern Wealth Management, LLC

Lenexa, KS
SELL
 -
-146
- 3.7%
$7.62K - $9.04K
3.8K $300K
Apr 22, 2025 Q1 2025
Carret Asset Management, LLC

SELL
 -
-150
- 0.71%
$7.83K - $9.28K
21K $1.66M
May 14, 2025 Q1 2025
Regimen Wealth, LLC

Atlanta, GA
SELL
 -
-181
- 4.04%
$9.45K - $11.2K
4.3K $339K
Apr 25, 2025 Q1 2025
Oceanside Advisors LLC

Mount Pleasant, SC
SELL
 -
-186
- 2.37%
$9.71K - $11.5K
7.67K $605K
Apr 15, 2025 Q1 2025
Zhang Financial LLC

SELL
 -
-187
- 0.18%
$9.76K - $11.6K
104K $8.23M
Nov 04, 2025 Q1 2025
Gibbs Wealth Management

Alpharetta, GA
SELL
 -
-230
- 3.55%
$12K - $14.2K
6.26K $493K
May 15, 2025 Q1 2025
Betterment LLC

New York, NY
SELL
 -
-233
- 2.03%
$12.2K - $14.4K
11.3K $888K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

SELL
 -
-234
- 12.33%
$12.2K - $14.5K
1.66K $131K
May 13, 2025 Q1 2025
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-255
- 22.14%
$13.3K - $15.8K
897 $70.7K
Apr 16, 2025 Q1 2025
Destiny Capital Corp/Co

Golden, CO
SELL
 -
-267
- 2.14%
$13.9K - $16.5K
12.2K $965K
May 07, 2025 Q1 2025
Norden Group LLC

Provo, UT
SELL
 -
-281
- 2.03%
$14.7K - $17.4K
13.6K $1.07M
Apr 17, 2025 Q1 2025
Exchange Traded Concepts, LLC

SELL
 -
-288
- 9.45%
$15K - $17.8K
2.76K $218K
Apr 22, 2025 Q1 2025
Comprehensive Money Management Services LLC

Coral Gables, FL
SELL
 -
-300
- 6.55%
$15.7K - $18.6K
4.28K $337K
May 13, 2025 Q1 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-300
- 0.86%
$15.7K - $18.6K
34.6K $2.73M
Apr 18, 2025 Q1 2025
Central Trust CO

Jefferson City, MO
SELL
 -
-300
- 2.01%
$15.7K - $18.6K
14.6K $1.15M
Apr 14, 2025 Q1 2025
Wealthcare Capital Partners, LLC

West Chester, PA
SELL
 -
-304
- 3.68%
$15.9K - $18.8K
7.95K $627K

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