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 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.93K+ 71.43% |
$319K - $377K
|
11.8K
$933K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.9K+ 3.74% |
$317K - $374K
|
136K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.84KNew |
$314K - $370K
|
4.84K
$382K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.74K+ 25.66% |
$307K - $363K
|
23.2K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$305K - $360K
|
4.71K
$372K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.64K+ 23.32% |
$300K - $355K
|
24.5K
$1.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.6KNew |
$298K - $352K
|
4.6K
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.53K+ 101.96% |
$293K - $346K
|
8.97K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.53KNew |
$293K - $346K
|
4.53K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
4.42K+ 28.77% |
$286K - $338K
|
19.8K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.38KNew |
$284K - $335K
|
4.38K
$346K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.28K+ 46.06% |
$277K - $328K
|
13.6K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
4.28K+ 5.16% |
$277K - $327K
|
87.1K
$6.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.27K+ 18.99% |
$276K - $326K
|
26.7K
$2.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.25K+ 8.43% |
$275K - $325K
|
54.6K
$4.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.18K+ 48.93% |
$270K - $319K
|
12.7K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.1K+ 25.62% |
$265K - $313K
|
20.1K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.05KNew |
$262K - $309K
|
4.05K
$319K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4KNew |
$259K - $306K
|
4K
$315K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3.97KNew |
$257K - $303K
|
3.97K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.89K+ 87.38% |
$252K - $298K
|
8.35K
$658K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.71K+ 7.48% |
$240K - $283K
|
53.2K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.67K+ 87.67% |
$237K - $280K
|
7.85K
$619K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.61K+ 48.53% |
$234K - $276K
|
11K
$871K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.56KNew |
$230K - $272K
|
3.56K
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
3.51K+ 4.83% |
$227K - $269K
|
76.3K
$6.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.45KNew |
$223K - $264K
|
3.45K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 11.39% |
$220K - $260K
|
33.3K
$2.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.35K+ 5.07% |
$217K - $256K
|
69.4K
$5.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.31KNew |
$214K - $253K
|
3.31K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.28KNew |
$212K - $251K
|
3.28K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.25K+ 3.38% |
$211K - $249K
|
99.5K
$7.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.25K+ 33.95% |
$210K - $248K
|
12.8K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.23KNew |
$209K - $247K
|
3.23K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$208K - $246K
|
3.22K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.18KNew |
$206K - $243K
|
3.18K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.13KNew |
$203K - $239K
|
3.13K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.09KNew |
$200K - $236K
|
3.09K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.07K+ 7.58% |
$199K - $235K
|
43.6K
$3.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.03KNew |
$196K - $232K
|
3.03K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.03K+ 27.94% |
$196K - $231K
|
13.9K
$1.09M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.96KNew |
$192K - $227K
|
2.96K
$234K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.93K+ 11.3% |
$190K - $224K
|
28.9K
$2.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.93KNew |
$190K - $224K
|
2.93K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$189K - $223K
|
2.92K
$230K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
2.9KNew |
$188K - $222K
|
2.9K
$229K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.89K+ 60.28% |
$187K - $221K
|
7.67K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.88K+ 5.05% |
$186K - $220K
|
59.9K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.86KNew |
$185K - $218K
|
2.86K
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.83KNew |
$183K - $216K
|
2.83K
$223K
|