Latest Institutional Transactions on World Gold Trust (GLDM)
This table provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.33% |
$2.54K - $2.92K
|
12.8K
$848K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.2K- 16.7% |
$834K - $962K
|
70.6K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.16K- 1.62% |
$127K - $147K
|
131K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.89K- 1.71% |
$111K - $128K
|
108K
$7.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
124+ 0.03% |
$7.31K - $8.43K
|
440K
$29.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-16.3K- 15.6% |
$963K - $1.11M
|
88.4K
$5.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.14K+ 72.26% |
$480K - $553K
|
19.4K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
640+ 3.25% |
$37.7K - $43.5K
|
20.4K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.33K- 11.82% |
$138K - $159K
|
17.4K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.91K- 21.1% |
$172K - $198K
|
10.9K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.27KNew |
$193K - $222K
|
3.27K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.3K+ 108.61% |
$958K - $1.1M
|
31.2K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.94K- 35.72% |
$115K - $132K
|
3.5K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3K+ 1641.36% |
$784K - $904K
|
14.1K
$931K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-16- 9.76% |
$943 - $1.09K
|
148
$9.77K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-266- 5.37% |
$15.7K - $18.1K
|
4.68K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.22K+ 22.14% |
$544K - $627K
|
50.9K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90.7KNew |
$5.35M - $6.17M
|
90.7K
$5.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23.9K- 28.69% |
$1.41M - $1.62M
|
59.3K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
18K+ 98.98% |
$1.06M - $1.22M
|
36.2K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264K+ 105.87% |
$15.6M - $17.9M
|
513K
$33.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-796- 0.36% |
$46.9K - $54.1K
|
223K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 100.0% |
$590 - $680
|
20
$1.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 9.48% |
$7.84M - $9.03M
|
1.54M
$101M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
601+ 6.91% |
$35.4K - $40.8K
|
9.3K
$614K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.6K+ 22.35% |
$861K - $992K
|
79.9K
$5.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
626+ 13.96% |
$36.9K - $42.5K
|
5.11K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 93.33% |
$825 - $952
|
29
$1.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 26.3% |
$71.7K - $82.7K
|
5.84K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
956+ 0.93% |
$56.4K - $65K
|
104K
$6.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.01K- 20.11% |
$177K - $204K
|
12K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.65KNew |
$274K - $316K
|
4.65K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 60.16% |
$184K - $212K
|
8.3K
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.4KNew |
$612K - $705K
|
10.4K
$685K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
671New |
$39.6K - $45.6K
|
671
$44.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-5.63K- 1.03% |
$332K - $382K
|
538K
$35.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.47KNew |
$499K - $576K
|
8.47K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.26KNew |
$192K - $222K
|
3.26K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.3K+ 15.04% |
$312K - $360K
|
40.5K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.07K+ 70.47% |
$181K - $209K
|
7.43K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.04K- 23.66% |
$474K - $546K
|
25.9K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.4K- 27.67% |
$674K - $778K
|
29.9K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
511+ 1022.0% |
$30.1K - $34.7K
|
561
$37K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-405- 2.45% |
$23.9K - $27.5K
|
16.1K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
29.4K+ 145.47% |
$1.73M - $2M
|
49.5K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-176- 84.62% |
$10.4K - $12K
|
32
$2.11K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
350+ 0.62% |
$20.6K - $23.8K
|
57K
$3.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
16.3K+ 1.8% |
$964K - $1.11M
|
923K
$60.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.53K+ 17.73% |
$90K - $104K
|
10.1K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 37.17% |
$5.9K - $6.8K
|
169
$11.2K
|