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 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-600- 4.69% |
$31.3K - $37.1K
|
12.2K
$813K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-687- 2.98% |
$35.9K - $42.5K
|
22.4K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-717- 0.72% |
$37.4K - $44.4K
|
98.3K
$6.55M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-750- 7.31% |
$39.1K - $46.4K
|
9.51K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-800- 2.22% |
$41.8K - $49.5K
|
35.3K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-843- 17.45% |
$44K - $52.2K
|
3.99K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-900- 3.59% |
$47K - $55.7K
|
24.2K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-913- 1.16% |
$47.6K - $56.5K
|
77.6K
$5.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-993- 18.55% |
$51.8K - $61.5K
|
4.36K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 6.73% |
$56.3K - $66.8K
|
15K
$998K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.08K- 3.61% |
$56.5K - $67K
|
28.9K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 7.92% |
$57.9K - $68.7K
|
12.9K
$861K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.12K- 7.51% |
$58.6K - $69.5K
|
13.8K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 2.57% |
$58.9K - $69.9K
|
42.8K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 2.35% |
$60K - $71.2K
|
47.7K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.17K- 24.21% |
$61.1K - $72.5K
|
3.67K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.19K- 1.98% |
$61.8K - $73.3K
|
58.6K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 1.88% |
$67.3K - $79.8K
|
67.3K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.36K- 3.82% |
$70.7K - $83.9K
|
34.1K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.39K- 8.38% |
$72.3K - $85.8K
|
15.2K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.4K- 21.17% |
$73.2K - $86.8K
|
5.23K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.48K- 1.17% |
$77K - $91.3K
|
124K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.5K- 1.43% |
$78.4K - $93K
|
104K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.51K- 7.35% |
$78.8K - $93.5K
|
19K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.69K- 2.88% |
$88.4K - $105K
|
57.1K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.76K- 7.81% |
$91.6K - $109K
|
20.7K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.77K- 3.8% |
$92.2K - $109K
|
44.7K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.77K- 14.73% |
$92.4K - $110K
|
10.2K
$683K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 13.72% |
$93.8K - $111K
|
11.3K
$754K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.84K- 2.91% |
$95.9K - $114K
|
61.4K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.93K- 3.68% |
$101K - $120K
|
50.6K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.97K- 0.88% |
$103K - $122K
|
221K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.98K- 1.75% |
$103K - $122K
|
111K
$7.37M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2K- 21.51% |
$104K - $124K
|
7.3K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.01K- 0.89% |
$105K - $124K
|
224K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.11K- 0.45% |
$110K - $131K
|
472K
$31.4M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-2.19K- 12.61% |
$114K - $135K
|
15.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.24K- 0.94% |
$117K - $139K
|
236K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.25K- 5.96% |
$118K - $139K
|
35.6K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.31K- 3.03% |
$120K - $143K
|
73.7K
$4.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.52K- 32.42% |
$131K - $156K
|
5.25K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.57K- 5.13% |
$134K - $159K
|
47.5K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.66K- 2.7% |
$139K - $165K
|
95.9K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.7K- 14.93% |
$141K - $167K
|
15.4K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.4% |
$144K - $170K
|
23.7K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.79K- 25.27% |
$146K - $173K
|
8.26K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.87K- 2.52% |
$150K - $178K
|
111K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.96K- 2.18% |
$155K - $183K
|
133K
$8.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.98K- 36.07% |
$156K - $184K
|
5.28K
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-3.1K- 7.09% |
$162K - $192K
|
40.6K
$2.71M
|