Purchases and Sales Made in Q3 2025 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.88M+ 26.59% |
$251M - $297M
|
18.5M
$1.46B
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
653K+ 508.43% |
$42.3M - $49.9M
|
782K
$61.6M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
489K+ 22.09% |
$31.6M - $37.4M
|
2.7M
$213M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
444K+ 34.26% |
$28.7M - $33.9M
|
1.74M
$137M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 21.85% |
$13.7M - $16.1M
|
1.18M
$92.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 12.85% |
$8.87M - $10.5M
|
1.2M
$94.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117K+ 7.63% |
$7.59M - $8.96M
|
1.65M
$130M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
115K+ 30.06% |
$7.47M - $8.82M
|
499K
$39.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
112KNew |
$7.25M - $8.56M
|
112K
$8.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 51.73% |
$6.59M - $7.78M
|
299K
$23.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77.4K+ 682.8% |
$5.01M - $5.92M
|
88.7K
$7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
71.8K+ 42.39% |
$4.65M - $5.49M
|
241K
$19M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
70.2K+ 7.61% |
$4.54M - $5.37M
|
993K
$78.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.6K+ 26.73% |
$3.86M - $4.56M
|
283K
$22.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
56.8KNew |
$3.68M - $4.35M
|
56.8K
$4.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.3K+ 39.34% |
$3.06M - $3.62M
|
168K
$13.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
46K+ 41.91% |
$2.97M - $3.51M
|
156K
$12.3M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
45.7KNew |
$2.96M - $3.49M
|
45.7K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.1K+ 21.61% |
$2.73M - $3.22M
|
237K
$18.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40.2K+ 53.97% |
$2.6M - $3.07M
|
115K
$9.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40K+ 3.67% |
$2.59M - $3.06M
|
1.13M
$89.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
37.4KNew |
$2.42M - $2.86M
|
37.4K
$2.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37.1K+ 62.56% |
$2.4M - $2.84M
|
96.4K
$7.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
35K+ 49.54% |
$2.26M - $2.67M
|
106K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 59.42% |
$2.23M - $2.64M
|
92.6K
$7.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
33.2KNew |
$2.15M - $2.54M
|
33.2K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28K+ 5.46% |
$1.81M - $2.14M
|
541K
$42.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
28K+ 134.36% |
$1.81M - $2.14M
|
48.8K
$3.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.5K+ 11.98% |
$1.72M - $2.03M
|
248K
$19.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
26.2KNew |
$1.7M - $2M
|
26.2K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.4K+ 33.21% |
$1.58M - $1.87M
|
97.9K
$7.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24K+ 18.5% |
$1.56M - $1.84M
|
154K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23.2K+ 31.81% |
$1.5M - $1.77M
|
95.9K
$7.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
23.1K+ 34.04% |
$1.5M - $1.77M
|
91K
$7.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.4K+ 135.96% |
$1.45M - $1.71M
|
38.9K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22K+ 100.0% |
$1.43M - $1.68M
|
44K
$3.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.6KNew |
$1.4M - $1.65M
|
21.6K
$1.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
17.6K+ 7.75% |
$1.14M - $1.35M
|
245K
$19.3M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
17.2KNew |
$1.11M - $1.32M
|
17.2K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
17.1K+ 11.65% |
$1.11M - $1.31M
|
164K
$13M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.2K+ 65.17% |
$1.05M - $1.24M
|
41.1K
$3.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16K+ 16.57% |
$1.04M - $1.22M
|
113K
$8.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 53.09% |
$1.02M - $1.21M
|
45.5K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
15.3KNew |
$991K - $1.17M
|
15.3K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
14.9KNew |
$964K - $1.14M
|
14.9K
$1.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
14.8K+ 40.09% |
$961K - $1.13M
|
51.9K
$4.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13K+ 19.84% |
$844K - $997K
|
78.8K
$6.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.7K+ 9.06% |
$821K - $969K
|
153K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
12.3K+ 6.31% |
$797K - $941K
|
207K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.7K+ 2.74% |
$755K - $891K
|
437K
$34.4M
|