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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.7K+ 410.02% |
$3.69M - $4.37M
|
87.9K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58.5K+ 186.67% |
$3.05M - $3.62M
|
89.8K
$6.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
56.6K+ 124.66% |
$2.95M - $3.5M
|
102K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.6KNew |
$2.9M - $3.44M
|
55.6K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.6K+ 18.91% |
$2.85M - $3.38M
|
343K
$23.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
53.6KNew |
$2.8M - $3.32M
|
53.6K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3K+ 174.81% |
$2.78M - $3.3M
|
83.8K
$5.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48.3K+ 37.76% |
$2.52M - $2.99M
|
176K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
46.3K+ 89.63% |
$2.42M - $2.87M
|
98K
$6.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45.6KNew |
$2.38M - $2.82M
|
45.6K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
44.7K+ 137.7% |
$2.33M - $2.77M
|
77.2K
$5.24M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.2K+ 27968.87% |
$2.2M - $2.61M
|
42.4K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.2K+ 29.77% |
$2.2M - $2.61M
|
184K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
41.6KNew |
$2.17M - $2.58M
|
41.6K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.9K+ 4.45% |
$2.13M - $2.53M
|
959K
$65.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.6K+ 320.06% |
$2.02M - $2.39M
|
50.7K
$3.44M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35.7K+ 16.54% |
$1.86M - $2.21M
|
252K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.4KNew |
$1.85M - $2.19M
|
35.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.7KNew |
$1.81M - $2.15M
|
34.7K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
34.3KNew |
$1.79M - $2.12M
|
34.3K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34K+ 1405.12% |
$1.77M - $2.1M
|
36.4K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
29.3K+ 9.7% |
$1.53M - $1.81M
|
332K
$22.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
28.8K+ 309.43% |
$1.5M - $1.78M
|
38.1K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28K+ 8.15% |
$1.46M - $1.73M
|
371K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27.7K+ 46.0% |
$1.44M - $1.71M
|
87.9K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
25.1KNew |
$1.31M - $1.56M
|
25.1K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
24.6K+ 17.95% |
$1.28M - $1.52M
|
162K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 16.57% |
$1.24M - $1.47M
|
167K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.3KNew |
$1.01M - $1.19M
|
19.3K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 106.5% |
$974K - $1.16M
|
36.2K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.4K+ 17.29% |
$959K - $1.14M
|
125K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
18.3K+ 319.93% |
$953K - $1.13M
|
24K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17K+ 9.15% |
$887K - $1.05M
|
203K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$867K - $1.03M
|
16.6K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15.4K+ 99.86% |
$804K - $953K
|
30.8K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$771K - $914K
|
14.8K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
14.6KNew |
$764K - $907K
|
14.6K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.8K+ 124.95% |
$719K - $853K
|
24.8K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.7K+ 8.07% |
$714K - $847K
|
183K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 3.48% |
$714K - $847K
|
407K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$710K - $842K
|
13.6K
$924K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
12.7K+ 200.79% |
$664K - $788K
|
19.1K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.7KNew |
$663K - $786K
|
12.7K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.2K+ 75.49% |
$638K - $757K
|
28.4K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 22.14% |
$634K - $751K
|
67K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12.1K+ 68.1% |
$633K - $750K
|
29.9K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12K+ 77.39% |
$629K - $746K
|
27.6K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11.8KNew |
$614K - $728K
|
11.8K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11.7K+ 8.62% |
$613K - $727K
|
148K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.6K+ 6.61% |
$608K - $721K
|
188K
$12.8M
|