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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
1.02K+ 5.09% |
$65.8K - $77.7K
|
21K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
983+ 6.07% |
$63.6K - $75.2K
|
17.2K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
932+ 26.38% |
$60.3K - $71.3K
|
4.47K
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
770+ 4.75% |
$49.8K - $58.9K
|
17K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
710+ 2.99% |
$46K - $54.3K
|
24.5K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
697+ 5.83% |
$45.1K - $53.3K
|
12.6K
$997K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
689+ 14.71% |
$44.6K - $52.7K
|
5.37K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
671+ 6.08% |
$43.4K - $51.3K
|
11.7K
$924K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
650+ 0.81% |
$42.1K - $49.7K
|
81K
$6.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
635New |
$41.1K - $48.5K
|
635
$50.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
632+ 20.47% |
$40.9K - $48.3K
|
3.72K
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
614+ 4.35% |
$39.7K - $46.9K
|
14.7K
$1.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
600+ 0.24% |
$38.8K - $45.9K
|
249K
$19.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
585+ 7.31% |
$37.9K - $44.7K
|
8.59K
$677K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
578+ 18.68% |
$37.4K - $44.2K
|
3.67K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
556+ 13.41% |
$36K - $42.5K
|
4.7K
$371K
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
524+ 1.68% |
$33.9K - $40.1K
|
31.7K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
523+ 7.45% |
$33.9K - $40K
|
7.54K
$595K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
498+ 2.34% |
$32.2K - $38.1K
|
21.8K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
479+ 101.27% |
$31K - $36.6K
|
952
$75.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
475New |
$30.7K - $36.3K
|
475
$37.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
450New |
$29.1K - $34.4K
|
450
$35.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
419+ 3.54% |
$27.1K - $32K
|
12.3K
$967K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
385+ 2.85% |
$24.9K - $29.4K
|
13.9K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
382+ 2.16% |
$24.7K - $29.2K
|
18.1K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
358+ 10.9% |
$23.2K - $27.4K
|
3.64K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
351+ 1.89% |
$22.7K - $26.8K
|
18.9K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
320+ 70.64% |
$20.7K - $24.5K
|
773
$61K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
304+ 0.74% |
$19.7K - $23.2K
|
41.4K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
278+ 6.01% |
$18K - $21.3K
|
4.9K
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
269+ 0.41% |
$17.4K - $20.6K
|
66.5K
$5.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
262+ 5.9% |
$17K - $20K
|
4.7K
$371K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
221+ 1.42% |
$14.3K - $16.9K
|
15.8K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
217+ 0.72% |
$14K - $16.6K
|
30.2K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
200New |
$12.9K - $15.3K
|
200
$15.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
199New |
$12.9K - $15.2K
|
199
$15.7K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
188+ 7.86% |
$12.2K - $14.4K
|
2.58K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
187+ 126.35% |
$12.1K - $14.3K
|
335
$26.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
174+ 55.06% |
$11.3K - $13.3K
|
490
$38.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
172+ 5.26% |
$11.1K - $13.1K
|
3.44K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
105+ 2.1% |
$6.8K - $8.03K
|
5.1K
$402K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$6.47K - $7.65K
|
100
$7.89K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
90+ 0.81% |
$5.83K - $6.88K
|
11.2K
$880K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
81+ 37.85% |
$5.24K - $6.19K
|
295
$23.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76+ 0.88% |
$4.92K - $5.81K
|
8.72K
$688K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
73+ 1.32% |
$4.73K - $5.58K
|
5.58K
$440K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 1.2% |
$4.53K - $5.35K
|
5.91K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
68+ 1.51% |
$4.4K - $5.2K
|
4.56K
$359K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 1.35% |
$4.08K - $4.82K
|
4.71K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
62+ 1.24% |
$4.01K - $4.74K
|
5.05K
$398K
|