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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.8K+ 48.34% |
$989K - $1.14M
|
51.5K
$3.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 24.84% |
$981K - $1.13M
|
83.6K
$6.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
16.5K+ 29.31% |
$973K - $1.12M
|
72.8K
$5.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
16.3K+ 1.8% |
$964K - $1.11M
|
923K
$67.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.3K+ 108.61% |
$958K - $1.1M
|
31.2K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.1K+ 36.84% |
$952K - $1.1M
|
60K
$4.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
16KNew |
$943K - $1.09M
|
16K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15.8KNew |
$934K - $1.08M
|
15.8K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15.6KNew |
$921K - $1.06M
|
15.6K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
15.3KNew |
$905K - $1.04M
|
15.3K
$1.12M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2KNew |
$895K - $1.03M
|
15.2K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
14.7K+ 73.38% |
$869K - $1M
|
34.8K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.7K+ 6.11% |
$868K - $1M
|
255K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.6K+ 22.35% |
$861K - $992K
|
79.9K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13.9K+ 20.36% |
$819K - $944K
|
82.1K
$6M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
13.8K+ 10.37% |
$815K - $940K
|
147K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
13.8KNew |
$812K - $936K
|
13.8K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 105.31% |
$802K - $924K
|
26.5K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3K+ 1641.36% |
$784K - $904K
|
14.1K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13KNew |
$765K - $882K
|
13K
$948K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 7.01% |
$760K - $876K
|
197K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
12.7KNew |
$750K - $865K
|
12.7K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.6K+ 203.04% |
$743K - $857K
|
18.8K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$743K - $857K
|
12.6K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.3K+ 667.46% |
$727K - $838K
|
14.2K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5K+ 187.14% |
$680K - $784K
|
17.7K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11.3K+ 132.74% |
$669K - $771K
|
19.9K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2K+ 24.38% |
$658K - $759K
|
56.9K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
11KNew |
$650K - $749K
|
11K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.8KNew |
$636K - $733K
|
10.8K
$788K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5K+ 29.15% |
$620K - $714K
|
46.6K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.4KNew |
$612K - $705K
|
10.4K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.73K+ 34.25% |
$574K - $661K
|
38.1K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.68K+ 2.33% |
$570K - $658K
|
425K
$31M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.6K+ 720.8% |
$566K - $653K
|
10.9K
$799K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.42K+ 2.74% |
$555K - $640K
|
353K
$25.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.33K+ 7.15% |
$550K - $634K
|
140K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.24K+ 146.4% |
$545K - $628K
|
15.6K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.22K+ 22.14% |
$544K - $627K
|
50.9K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.22KNew |
$544K - $627K
|
9.22K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.07KNew |
$535K - $617K
|
9.07K
$663K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.96K+ 51.2% |
$528K - $609K
|
26.5K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
8.95KNew |
$527K - $608K
|
8.95K
$654K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.94K+ 97.25% |
$527K - $607K
|
18.1K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
8.84K+ 35.56% |
$521K - $601K
|
33.7K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.8K+ 1.91% |
$519K - $598K
|
468K
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.74K+ 20.99% |
$515K - $594K
|
50.4K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.47KNew |
$499K - $576K
|
8.47K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.38K+ 0.31% |
$494K - $570K
|
2.7M
$197M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.27KNew |
$487K - $562K
|
8.27K
$604K
|