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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 1000.0% |
$2.09K - $2.48K
|
44
$2.93K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
36+ 4.31% |
$1.88K - $2.23K
|
871
$58.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32+ 0.64% |
$1.67K - $1.98K
|
5.03K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
31New |
$1.62K - $1.92K
|
31
$2.07K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$1.36K - $1.61K
|
26
$1.73K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 10.34% |
$939 - $1.11K
|
192
$12.8K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16New |
$835 - $990
|
16
$1.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.46% |
$626 - $743
|
2.65K
$177K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
11+ 1.23% |
$574 - $681
|
908
$60.5K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8+ 0.19% |
$418 - $495
|
4.25K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$365 - $433
|
7
$467
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 150.0% |
$157 - $186
|
5
$333
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$52.2 - $61.9
|
1
$66.7
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 6.67% |
$261 - $309
|
70
$4.67K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.27% |
$887 - $1.05K
|
6.31K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 7.76% |
$939 - $1.11K
|
214
$14.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.31% |
$1.25K - $1.49K
|
7.75K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24- 0.18% |
$1.25K - $1.49K
|
13.5K
$898K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-38- 2.21% |
$1.98K - $2.35K
|
1.68K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 0.08% |
$2.61K - $3.09K
|
66.4K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-100- 0.97% |
$5.22K - $6.19K
|
10.2K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-121- 0.45% |
$6.31K - $7.49K
|
26.9K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-131- 6.41% |
$6.84K - $8.11K
|
1.91K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-138- 47.92% |
$7.2K - $8.54K
|
150
$10K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-142- 3.24% |
$7.41K - $8.79K
|
4.24K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-146- 3.7% |
$7.62K - $9.04K
|
3.8K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.71% |
$7.83K - $9.28K
|
21K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 4.04% |
$9.45K - $11.2K
|
4.3K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-186- 2.37% |
$9.71K - $11.5K
|
7.67K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-187- 0.18% |
$9.76K - $11.6K
|
104K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-233- 2.03% |
$12.2K - $14.4K
|
11.3K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-234- 12.33% |
$12.2K - $14.5K
|
1.66K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-255- 22.14% |
$13.3K - $15.8K
|
897
$59.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-267- 2.14% |
$13.9K - $16.5K
|
12.2K
$816K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-281- 2.03% |
$14.7K - $17.4K
|
13.6K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 9.45% |
$15K - $17.8K
|
2.76K
$184K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 2.01% |
$15.7K - $18.6K
|
14.6K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 0.86% |
$15.7K - $18.6K
|
34.6K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-300- 6.55% |
$15.7K - $18.6K
|
4.28K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-304- 3.68% |
$15.9K - $18.8K
|
7.95K
$530K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-335- 13.71% |
$17.5K - $20.7K
|
2.11K
$141K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-344- 0.5% |
$18K - $21.3K
|
69.1K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-380- 6.53% |
$19.8K - $23.5K
|
5.44K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-417- 2.33% |
$21.8K - $25.8K
|
17.5K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-441- 5.28% |
$23K - $27.3K
|
7.91K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-467- 1.09% |
$24.4K - $28.9K
|
42.4K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-502- 6.82% |
$26.2K - $31.1K
|
6.86K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-520- 0.63% |
$27.1K - $32.2K
|
81.4K
$5.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-594- 8.18% |
$31K - $36.8K
|
6.67K
$444K
|