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
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$3.88K - $4.59K
|
60
$4.73K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$3.62K - $4.28K
|
56
$4.42K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
55+ 6.02% |
$3.56K - $4.2K
|
968
$76.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
53+ 1.62% |
$3.43K - $4.05K
|
3.32K
$261K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 26.0% |
$3.37K - $3.98K
|
252
$19.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
52+ 167.74% |
$3.37K - $3.98K
|
83
$6.55K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$3.24K - $3.82K
|
50
$3.94K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$3.24K - $3.82K
|
50
$3.94K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46+ 0.61% |
$2.98K - $3.52K
|
7.57K
$597K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 1.0% |
$2.72K - $3.21K
|
4.25K
$335K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
34+ 0.32% |
$2.2K - $2.6K
|
10.5K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20+ 0.57% |
$1.29K - $1.53K
|
3.52K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17+ 0.11% |
$1.1K - $1.3K
|
14.9K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16+ 3.83% |
$1.04K - $1.22K
|
434
$34.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 27.91% |
$777 - $917
|
55
$4.34K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 0.05% |
$712 - $841
|
21.9K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
11+ 0.27% |
$712 - $841
|
4.06K
$320K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11New |
$712 - $841
|
11
$868
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$453 - $535
|
7
$552
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4+ 0.05% |
$259 - $306
|
7.28K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 15.0% |
$194 - $229
|
17
$1.34K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-8- 0.08% |
$518 - $612
|
10.1K
$799K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-8- 0.09% |
$518 - $612
|
9.29K
$733K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-45- 1.72% |
$2.91K - $3.44K
|
2.57K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-56- 0.9% |
$3.62K - $4.28K
|
6.14K
$484K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-79- 0.28% |
$5.11K - $6.04K
|
28.1K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-83- 79.81% |
$5.37K - $6.35K
|
21
$1.66K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-100- 0.92% |
$6.47K - $7.65K
|
10.8K
$852K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-134- 8.05% |
$8.67K - $10.2K
|
1.53K
$121K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.94% |
$8.87K - $10.5K
|
14.5K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-142- 2.92% |
$9.19K - $10.9K
|
4.72K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-146- 12.06% |
$9.45K - $11.2K
|
1.07K
$84K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-174- 6.12% |
$11.3K - $13.3K
|
2.67K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-207- 1.28% |
$13.4K - $15.8K
|
15.9K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-269- 1.8% |
$17.4K - $20.6K
|
14.7K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-270- 1.22% |
$17.5K - $20.6K
|
21.8K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-314- 4.39% |
$20.3K - $24K
|
6.84K
$539K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-317- 0.23% |
$20.5K - $24.2K
|
136K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-402- 4.84% |
$26K - $30.7K
|
7.9K
$623K
|
|
|
Oct 27, 2025
Q3 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-543- 0.61% |
$35.1K - $41.5K
|
87.8K
$6.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-594- 11.74% |
$38.4K - $45.4K
|
4.47K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-700- 71.07% |
$45.3K - $53.5K
|
285
$22.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-742- 3.44% |
$48K - $56.7K
|
20.8K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-796- 1.25% |
$51.5K - $60.9K
|
63.1K
$4.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-820- 5.6% |
$53.1K - $62.7K
|
13.8K
$1.09M
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
SELL
|
- |
-871- 99.66% |
$56.4K - $66.6K
|
3
$237
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-909- 0.95% |
$58.8K - $69.5K
|
94.4K
$7.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-980- 10.8% |
$63.4K - $74.9K
|
8.09K
$638K
|