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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264K+ 105.87% |
$15.6M - $17.9M
|
513K
$34.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 9.48% |
$7.84M - $9.03M
|
1.54M
$104M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90.7KNew |
$5.35M - $6.17M
|
90.7K
$6.17M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
89.6K+ 136.6% |
$5.28M - $6.09M
|
155K
$10.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
55.4K+ 11.78% |
$3.27M - $3.77M
|
526K
$35.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
45.7K+ 56.68% |
$2.69M - $3.11M
|
126K
$8.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45K+ 25.54% |
$2.65M - $3.06M
|
221K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.2KNew |
$2.49M - $2.87M
|
42.2K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
36.8K+ 90.14% |
$2.17M - $2.5M
|
77.6K
$5.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
29.4K+ 145.47% |
$1.73M - $2M
|
49.5K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
27.4KNew |
$1.62M - $1.86M
|
27.4K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
25K+ 11.15% |
$1.47M - $1.7M
|
249K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.5KNew |
$1.33M - $1.53M
|
22.5K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22KNew |
$1.3M - $1.5M
|
22K
$1.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
20K+ 10.86% |
$1.18M - $1.36M
|
204K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
18K+ 98.98% |
$1.06M - $1.22M
|
36.2K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
16.5K+ 29.31% |
$973K - $1.12M
|
72.8K
$4.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
16.3K+ 1.8% |
$964K - $1.11M
|
923K
$62.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.3K+ 108.61% |
$958K - $1.1M
|
31.2K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15.8KNew |
$934K - $1.08M
|
15.8K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
15.3KNew |
$905K - $1.04M
|
15.3K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2KNew |
$895K - $1.03M
|
15.2K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
14.7K+ 73.38% |
$869K - $1M
|
34.8K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.6K+ 22.35% |
$861K - $992K
|
79.9K
$5.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
13.8K+ 10.37% |
$815K - $940K
|
147K
$9.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13.8KNew |
$812K - $936K
|
13.8K
$935K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3K+ 1641.36% |
$784K - $904K
|
14.1K
$958K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5K+ 29.15% |
$620K - $714K
|
46.6K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.4KNew |
$612K - $705K
|
10.4K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.68K+ 2.33% |
$570K - $658K
|
425K
$28.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.6K+ 720.8% |
$566K - $653K
|
10.9K
$743K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.22K+ 22.14% |
$544K - $627K
|
50.9K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.96K+ 51.2% |
$528K - $609K
|
26.5K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.47KNew |
$499K - $576K
|
8.47K
$575K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.14K+ 72.26% |
$480K - $553K
|
19.4K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.07K+ 48.04% |
$476K - $549K
|
24.9K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.87KNew |
$464K - $535K
|
7.87K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.68K+ 56.54% |
$453K - $522K
|
21.3K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.9KNew |
$407K - $469K
|
6.9K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.86K+ 24.78% |
$346K - $398K
|
29.5K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.51KNew |
$325K - $375K
|
5.51K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.3K+ 15.04% |
$312K - $360K
|
40.5K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.99KNew |
$294K - $339K
|
4.99K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.95KNew |
$292K - $336K
|
4.95K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 2.05% |
$288K - $332K
|
243K
$16.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.86KNew |
$287K - $331K
|
4.86K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.76K+ 5.65% |
$281K - $324K
|
89K
$6.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.65KNew |
$274K - $316K
|
4.65K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.21KNew |
$248K - $286K
|
4.21K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.2KNew |
$248K - $286K
|
4.2K
$286K
|