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 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
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4KNew |
$236K - $272K
|
4K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 82.1% |
$207K - $238K
|
7.78K
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.37KNew |
$198K - $229K
|
3.37K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.27KNew |
$193K - $222K
|
3.27K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.26KNew |
$192K - $222K
|
3.26K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 60.16% |
$184K - $212K
|
8.3K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.07K+ 70.47% |
$181K - $209K
|
7.43K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
3.07KNew |
$181K - $209K
|
3.07K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$153K - $177K
|
2.6K
$177K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 1.14% |
$122K - $141K
|
183K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.94K+ 6.7% |
$114K - $132K
|
30.8K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.57KNew |
$92.6K - $107K
|
1.57K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.53K+ 17.73% |
$90K - $104K
|
10.1K
$689K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.3K+ 30.38% |
$76.6K - $88.4K
|
5.58K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 26.3% |
$71.7K - $82.7K
|
5.84K
$397K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.12K+ 26.57% |
$66K - $76.1K
|
5.33K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 4.58% |
$65.4K - $75.4K
|
25.3K
$1.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 20.04% |
$61.7K - $71.2K
|
6.27K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
985New |
$58.1K - $67K
|
985
$66.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
956+ 0.93% |
$56.4K - $65K
|
104K
$7.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
898+ 11.59% |
$52.9K - $61K
|
8.64K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
798+ 1.17% |
$47.1K - $54.2K
|
69.3K
$4.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
791+ 7.72% |
$46.6K - $53.8K
|
11K
$750K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
671New |
$39.6K - $45.6K
|
671
$45.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
640+ 3.25% |
$37.7K - $43.5K
|
20.4K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
635+ 101.11% |
$37.4K - $43.2K
|
1.26K
$85.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
626+ 13.96% |
$36.9K - $42.5K
|
5.11K
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
601+ 6.91% |
$35.4K - $40.8K
|
9.3K
$632K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
581New |
$34.3K - $39.5K
|
581
$39.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
557+ 0.95% |
$32.8K - $37.9K
|
59.2K
$4.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
511+ 1022.0% |
$30.1K - $34.7K
|
561
$38.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
418New |
$24.6K - $28.4K
|
418
$28.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
378+ 8.9% |
$22.3K - $25.7K
|
4.62K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
366+ 6.57% |
$21.6K - $24.9K
|
5.94K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
350+ 0.62% |
$20.6K - $23.8K
|
57K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
337+ 0.25% |
$19.9K - $22.9K
|
135K
$9.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
270+ 3.42% |
$15.9K - $18.4K
|
8.18K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
264+ 2.58% |
$15.6K - $17.9K
|
10.5K
$712K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
219+ 4.58% |
$12.9K - $14.9K
|
5K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
175+ 41.67% |
$10.3K - $11.9K
|
595
$40.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$8.73K - $10.1K
|
148
$10.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
147+ 1.35% |
$8.67K - $9.99K
|
11.1K
$752K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
124+ 0.03% |
$7.31K - $8.43K
|
440K
$29.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
105+ 0.16% |
$6.19K - $7.14K
|
66.3K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
46+ 0.19% |
$2.71K - $3.13K
|
23.8K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 1.0% |
$2.18K - $2.51K
|
3.73K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 93.33% |
$825 - $952
|
29
$1.97K
|