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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12KNew |
$779K - $920K
|
12K
$949K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.7K+ 2.74% |
$755K - $891K
|
437K
$34.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.6K+ 14.46% |
$748K - $884K
|
91.5K
$7.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 15.13% |
$719K - $849K
|
84.5K
$6.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$694K - $820K
|
10.7K
$846K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 34.64% |
$662K - $782K
|
39.7K
$3.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.92KNew |
$642K - $758K
|
9.92K
$782K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.86K+ 20.99% |
$638K - $754K
|
56.8K
$4.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.59K+ 4.5% |
$621K - $733K
|
223K
$17.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.58K+ 10.56% |
$620K - $732K
|
100K
$7.91M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.46KNew |
$613K - $723K
|
9.46K
$746K
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
9.36K+ 5.98% |
$606K - $715K
|
166K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.77KNew |
$568K - $671K
|
8.77K
$692K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.53KNew |
$552K - $652K
|
8.53K
$673K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.45K+ 6.68% |
$547K - $646K
|
135K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.3KNew |
$537K - $634K
|
8.3K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.28K+ 29.15% |
$536K - $633K
|
36.7K
$2.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.77KNew |
$503K - $594K
|
7.77K
$612K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.77K+ 2.89% |
$503K - $594K
|
277K
$21.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.66K+ 57.38% |
$496K - $585K
|
21K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.42K+ 8.92% |
$480K - $567K
|
90.6K
$7.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.81K+ 108.5% |
$440K - $520K
|
13.1K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.68K+ 29.7% |
$432K - $511K
|
29.2K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.64K+ 14.25% |
$430K - $507K
|
53.2K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
6.62KNew |
$428K - $506K
|
6.62K
$522K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.43K+ 1.26% |
$416K - $492K
|
517K
$40.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.4K+ 21.79% |
$414K - $489K
|
35.8K
$2.82M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.28K+ 4.51% |
$406K - $480K
|
146K
$11.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.26K+ 8.07% |
$405K - $479K
|
83.9K
$6.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.22K+ 98.17% |
$402K - $475K
|
12.6K
$990K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.21K+ 102.73% |
$402K - $475K
|
12.2K
$966K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.18KNew |
$400K - $472K
|
6.18K
$487K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.12KNew |
$396K - $468K
|
6.12K
$483K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.12KNew |
$396K - $467K
|
6.12K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.05K+ 14.43% |
$392K - $463K
|
48K
$3.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.01K+ 69.89% |
$389K - $460K
|
14.6K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.98K+ 14.43% |
$387K - $457K
|
47.4K
$3.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.96KNew |
$385K - $455K
|
5.96K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.81K+ 68.35% |
$376K - $444K
|
14.3K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
5.73K+ 35.81% |
$371K - $438K
|
21.7K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.69K+ 253.36% |
$369K - $435K
|
7.94K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.52K+ 9.26% |
$357K - $422K
|
65.1K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
5.34K+ 33.72% |
$346K - $408K
|
21.2K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.22K+ 10.27% |
$338K - $399K
|
56.1K
$4.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.15K+ 13.76% |
$333K - $393K
|
42.5K
$3.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.93K+ 25.01% |
$319K - $377K
|
24.7K
$1.95M
|