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 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.01K- 5.54% |
$65.1K - $76.8K
|
17.1K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
SELL
|
- |
-1.02K- 4.88% |
$65.8K - $77.7K
|
19.8K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.05K- 14.88% |
$67.6K - $79.9K
|
5.98K
$471K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 0.87% |
$68.6K - $81K
|
121K
$9.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.1K- 14.0% |
$71.3K - $84.2K
|
6.77K
$534K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.12K- 25.68% |
$72.3K - $85.4K
|
3.23K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.2K- 19.39% |
$77.7K - $91.7K
|
4.99K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.22K- 2.01% |
$78.8K - $93K
|
59.2K
$4.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 1.83% |
$82.9K - $97.9K
|
68.9K
$5.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.41K- 24.02% |
$91.1K - $108K
|
4.45K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.44K- 29.81% |
$93.3K - $110K
|
3.4K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.44K- 25.88% |
$93.5K - $110K
|
4.14K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.47K- 0.31% |
$95.4K - $113K
|
467K
$36.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.52K- 36.02% |
$98.3K - $116K
|
2.7K
$213K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.55K- 10.82% |
$100K - $119K
|
12.8K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 2.54% |
$102K - $120K
|
60.4K
$4.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.63K- 1.2% |
$105K - $124K
|
134K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 26.27% |
$132K - $156K
|
5.74K
$452K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.19K- 16.4% |
$141K - $167K
|
11.1K
$878K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.21K- 2.73% |
$143K - $169K
|
78.8K
$6.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-2.8K- 1.09% |
$181K - $214K
|
254K
$20M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.94K- 3.31% |
$190K - $225K
|
86K
$6.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.98K- 40.15% |
$193K - $228K
|
4.45K
$351K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.5K- 32.48% |
$227K - $268K
|
7.28K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.19K- 2.29% |
$271K - $321K
|
179K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.37K- 4.37% |
$283K - $334K
|
95.6K
$7.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 5.0% |
$335K - $396K
|
98.4K
$7.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5.34K- 3.03% |
$345K - $408K
|
171K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.59K- 4.4% |
$362K - $428K
|
122K
$9.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.68K- 83.58% |
$432K - $510K
|
1.31K
$103K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.3K- 2.82% |
$472K - $558K
|
252K
$19.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.14K- 31.0% |
$527K - $622K
|
18.1K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.6K- 38.58% |
$557K - $657K
|
13.7K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.57K- 10.64% |
$619K - $732K
|
80.4K
$6.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10K- 12.45% |
$649K - $767K
|
70.6K
$5.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-10.2K- 37.63% |
$659K - $778K
|
16.9K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-11K- 9.46% |
$713K - $842K
|
105K
$8.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11.8K- 10.91% |
$766K - $904K
|
96.6K
$7.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-13.1K- 11.05% |
$849K - $1M
|
106K
$8.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14K- 13.59% |
$908K - $1.07M
|
89.1K
$7.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.6K- 55.54% |
$943K - $1.11M
|
11.7K
$920K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14.6K- 11.35% |
$948K - $1.12M
|
114K
$9.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-16K- 4.73% |
$1.04M - $1.23M
|
323K
$25.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.5K- 6.69% |
$1.2M - $1.41M
|
258K
$20.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 25.75% |
$1.25M - $1.48M
|
55.9K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.4K- 9.97% |
$1.38M - $1.63M
|
193K
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-37.2K- 7.08% |
$2.41M - $2.84M
|
488K
$38.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38.8K- 38.33% |
$2.51M - $2.96M
|
62.4K
$4.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40K- 16.94% |
$2.59M - $3.06M
|
196K
$15.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-45.1K- 18.53% |
$2.92M - $3.45M
|
198K
$15.6M
|