Latest Institutional Purchases of World Gold Trust (GLDM)
This list provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
281K+ 824.23% |
$14.6M - $17.1M
|
315K
$19.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.8KNew |
$2.13M - $2.49M
|
40.8K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$2.06M - $2.4M
|
39.4K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.5KNew |
$1.54M - $1.8M
|
29.5K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$867K - $1.01M
|
16.6K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.4K+ 282.42% |
$701K - $820K
|
18.2K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.8K+ 24.43% |
$669K - $783K
|
65.3K
$3.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 7.29% |
$643K - $752K
|
181K
$11.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.4KNew |
$334K - $391K
|
6.4K
$391K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.9K+ 4.63% |
$308K - $360K
|
133K
$8.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
5.07KNew |
$265K - $310K
|
5.07K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.86% |
$227K - $265K
|
238K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 84.02% |
$187K - $219K
|
7.86K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.78K+ 8.36% |
$145K - $170K
|
36K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.67K+ 15.68% |
$140K - $163K
|
19.7K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.61K+ 29.03% |
$136K - $159K
|
11.6K
$709K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.38K+ 18.48% |
$72.1K - $84.3K
|
8.86K
$541K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 18928.57% |
$69.2K - $80.9K
|
1.33K
$81.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
909+ 0.89% |
$47.4K - $55.5K
|
103K
$6.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
306+ 3.04% |
$16K - $18.7K
|
10.4K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
259+ 1.59% |
$13.5K - $15.8K
|
16.5K
$1.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
176+ 550.0% |
$9.19K - $10.7K
|
208
$12.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 59.17% |
$5.22K - $6.1K
|
269
$16.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$2.61K - $3.05K
|
50
$3.05K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
36+ 4.31% |
$1.88K - $2.2K
|
871
$53.2K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.76MNew |
$89.2M - $97.1M
|
1.76M
$107M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$42.7M - $46.4M
|
841K
$51.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
551K+ 311.69% |
$28M - $30.5M
|
728K
$44.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
422K+ 23.79% |
$21.4M - $23.3M
|
2.2M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 5.81% |
$19.6M - $21.3M
|
7.01M
$428M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264KNew |
$13.4M - $14.6M
|
264K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
228K+ 12.25% |
$11.6M - $12.6M
|
2.09M
$128M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
156K+ 27.3% |
$7.94M - $8.64M
|
730K
$44.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 11.42% |
$6.76M - $7.35M
|
1.3M
$79.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
116K+ 542.15% |
$5.88M - $6.39M
|
137K
$8.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
111K+ 12.16% |
$5.65M - $6.15M
|
1.03M
$62.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
106K+ 1.89% |
$5.4M - $5.88M
|
5.74M
$351M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98.1KNew |
$4.98M - $5.42M
|
98.1K
$5.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89K+ 41.35% |
$4.52M - $4.91M
|
304K
$18.6M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
88.9K+ 1421.19% |
$4.51M - $4.91M
|
95.1K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
88.2K+ 100.39% |
$4.48M - $4.87M
|
176K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
85.7K+ 751.51% |
$4.35M - $4.73M
|
97.1K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
85K+ 90.23% |
$4.31M - $4.69M
|
179K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
83.4KNew |
$4.23M - $4.61M
|
83.4K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.6KNew |
$3.99M - $4.34M
|
78.6K
$4.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 7.35% |
$3.9M - $4.24M
|
1.12M
$68.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
76.7K+ 149.89% |
$3.89M - $4.24M
|
128K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
74.5K+ 148.41% |
$3.78M - $4.11M
|
125K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
74.2K+ 2.13% |
$3.77M - $4.1M
|
3.56M
$217M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.6K+ 69.23% |
$3.74M - $4.07M
|
180K
$11M
|
|