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
|
Moseley Investment Management Inc
|
BUY
|
- |
2.82KNew |
$182K - $215K
|
2.82K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.75KNew |
$178K - $210K
|
2.75K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.73K+ 30.46% |
$176K - $208K
|
11.7K
$920K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.71KNew |
$176K - $207K
|
2.71K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.7KNew |
$175K - $206K
|
2.7K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$175K - $206K
|
2.7K
$213K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.68KNew |
$173K - $205K
|
2.68K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
2.64K+ 7.3% |
$171K - $202K
|
38.8K
$3.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.64K+ 4.09% |
$171K - $201K
|
67K
$5.29M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.63K+ 1.7% |
$170K - $201K
|
158K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.63K+ 20.25% |
$170K - $201K
|
15.6K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.6K+ 0.56% |
$169K - $199K
|
464K
$36.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.54K+ 42.78% |
$164K - $194K
|
8.48K
$669K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.52K+ 52.74% |
$163K - $193K
|
7.3K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.48K+ 67.44% |
$160K - $189K
|
6.15K
$485K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.46K+ 21.42% |
$159K - $188K
|
13.9K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.41K+ 46.75% |
$156K - $184K
|
7.57K
$597K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.4K+ 11.79% |
$155K - $183K
|
22.8K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.4K+ 58.32% |
$155K - $183K
|
6.51K
$513K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.4K+ 12.95% |
$155K - $183K
|
20.9K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.38K+ 51.39% |
$154K - $182K
|
7K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.33K+ 6.88% |
$151K - $178K
|
36.2K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.23K+ 3.19% |
$144K - $170K
|
72.2K
$5.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 47.19% |
$144K - $170K
|
6.93K
$547K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.2K+ 34.9% |
$143K - $168K
|
8.52K
$672K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.11KNew |
$136K - $161K
|
2.11K
$166K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.1K+ 4.74% |
$136K - $160K
|
46.4K
$3.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 0.31% |
$133K - $156K
|
665K
$52.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.98K+ 35.94% |
$128K - $152K
|
7.5K
$592K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.93K+ 48.68% |
$125K - $148K
|
5.9K
$465K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.86K+ 33.32% |
$121K - $143K
|
7.46K
$588K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.78K+ 32.82% |
$115K - $136K
|
7.2K
$568K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.67K+ 53.11% |
$108K - $128K
|
4.83K
$381K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.63K+ 33.42% |
$105K - $124K
|
6.49K
$512K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.61KNew |
$104K - $123K
|
1.61K
$127K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.58K+ 6.66% |
$102K - $121K
|
25.3K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.58K+ 15.73% |
$102K - $121K
|
11.6K
$918K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38K+ 0.66% |
$89.3K - $105K
|
209K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.35K+ 9.71% |
$87.4K - $103K
|
15.2K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.35K+ 6.56% |
$87.1K - $103K
|
21.8K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.33K+ 4.94% |
$86.1K - $102K
|
28.3K
$2.23M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.26KNew |
$81.3K - $96K
|
1.26K
$99.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 23.17% |
$81.1K - $95.8K
|
6.66K
$525K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 9.33% |
$77.5K - $91.6K
|
14K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.08K+ 20.2% |
$69.7K - $82.3K
|
6.41K
$505K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.06K+ 9.58% |
$68.4K - $80.7K
|
12.1K
$953K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.04K+ 155.44% |
$67.5K - $79.7K
|
1.71K
$135K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.03K+ 1.36% |
$66.4K - $78.4K
|
76.2K
$6.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.02K+ 0.85% |
$66K - $78K
|
120K
$9.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.02K+ 2.8% |
$66K - $78K
|
37.5K
$2.96M
|