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 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.09KNew |
$214K - $253K
|
4.09K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.03KNew |
$211K - $250K
|
4.03K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94KNew |
$206K - $244K
|
3.94K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.87KNew |
$202K - $240K
|
3.87K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.72K+ 1.44% |
$194K - $230K
|
262K
$17.8M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.63KNew |
$189K - $225K
|
3.63K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
3.57KNew |
$186K - $221K
|
3.57K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.51KNew |
$183K - $217K
|
3.51K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.44K+ 7.1% |
$180K - $213K
|
51.9K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.38K+ 11.03% |
$177K - $209K
|
34.1K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3.38KNew |
$177K - $209K
|
3.38K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.34K+ 5.35% |
$174K - $207K
|
65.8K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.29KNew |
$171K - $203K
|
3.29K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.28KNew |
$171K - $203K
|
3.28K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 16.77% |
$170K - $202K
|
22.7K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.1K+ 387.5% |
$162K - $192K
|
3.9K
$265K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.06KNew |
$160K - $189K
|
3.06K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.05K+ 3.92% |
$159K - $189K
|
80.8K
$5.49M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.92K+ 99.46% |
$152K - $181K
|
5.86K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 4.0% |
$150K - $178K
|
74.7K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.87K+ 4.08% |
$150K - $178K
|
73.2K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 71.25% |
$146K - $173K
|
6.71K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.71K+ 12.96% |
$141K - $168K
|
23.6K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.61K+ 107.66% |
$136K - $162K
|
5.04K
$343K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.61K+ 29.03% |
$136K - $162K
|
11.6K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 2.55% |
$127K - $151K
|
98.3K
$6.68M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.28K+ 112.41% |
$119K - $141K
|
4.31K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.28K+ 2.29% |
$119K - $141K
|
102K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.16K+ 33.78% |
$113K - $134K
|
8.55K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 21.92% |
$111K - $132K
|
11.9K
$806K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.09K+ 24.67% |
$109K - $130K
|
10.6K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.07K+ 1.78% |
$108K - $128K
|
118K
$8.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.04K+ 10.72% |
$106K - $126K
|
21K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.02K+ 88.91% |
$105K - $125K
|
4.29K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$105K - $125K
|
43.8K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.85K+ 12.91% |
$96.8K - $115K
|
16.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.85K+ 1.55% |
$96.6K - $114K
|
121K
$8.22M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.82K+ 5347.06% |
$94.9K - $113K
|
1.85K
$126K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.78K+ 1.38% |
$93.1K - $110K
|
131K
$8.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.73K+ 2.61% |
$90.1K - $107K
|
68K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 12.65% |
$89.2K - $106K
|
15.2K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7KNew |
$88.9K - $105K
|
1.7K
$116K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 37.75% |
$88.1K - $104K
|
6.16K
$419K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.61K+ 36.5% |
$83.9K - $99.5K
|
6.01K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.5K+ 10.34% |
$78.3K - $92.8K
|
16K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 5.87% |
$78.2K - $92.7K
|
27K
$1.84M
|