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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.41KNew |
$73.4K - $87K
|
1.41K
$95.5K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4KNew |
$73.1K - $86.6K
|
1.4K
$95.1K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.4K+ 17.8% |
$72.9K - $86.4K
|
9.24K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.37K+ 5.21% |
$71.7K - $85K
|
27.8K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 1.28% |
$71.4K - $84.7K
|
108K
$7.34M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.3K+ 19.07% |
$68K - $80.6K
|
8.13K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 2.03% |
$66.2K - $78.5K
|
63.8K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 24.97% |
$60.1K - $71.3K
|
5.77K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.15K+ 1.95% |
$60.1K - $71.3K
|
60.2K
$4.09M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$383K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 9.46% |
$52.6K - $62.4K
|
11.7K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
919+ 10.11% |
$48K - $56.9K
|
10K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
916+ 5.85% |
$47.8K - $56.7K
|
16.6K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
753+ 3.52% |
$39.3K - $46.6K
|
22.2K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
734+ 205.03% |
$38.3K - $45.4K
|
1.09K
$74.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
718+ 6.3% |
$37.5K - $44.4K
|
12.1K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
716+ 730.61% |
$37.4K - $44.3K
|
814
$55.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
662+ 25.71% |
$34.5K - $41K
|
3.24K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
618+ 5.79% |
$32.3K - $38.2K
|
11.3K
$768K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
572+ 1.65% |
$29.9K - $35.4K
|
35.3K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
549+ 12.65% |
$28.7K - $34K
|
4.89K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
500New |
$26.1K - $30.9K
|
500
$34K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
488+ 8.94% |
$25.5K - $30.2K
|
5.95K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
474New |
$24.7K - $29.3K
|
474
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
415New |
$21.7K - $25.7K
|
415
$28.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
391+ 476.83% |
$20.4K - $24.2K
|
473
$32.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 0.64% |
$16.2K - $19.2K
|
48.7K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
306+ 3.04% |
$16K - $18.9K
|
10.4K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
304New |
$15.9K - $18.8K
|
304
$20.7K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
283+ 1.16% |
$14.8K - $17.5K
|
24.7K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
239+ 102.58% |
$12.5K - $14.8K
|
472
$32.1K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
235+ 2.39% |
$12.3K - $14.5K
|
10.1K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 11.11% |
$11.1K - $13.1K
|
2.12K
$144K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
201+ 0.62% |
$10.5K - $12.4K
|
32.8K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
192+ 45.18% |
$10K - $11.9K
|
617
$41.9K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172+ 20.24% |
$8.98K - $10.6K
|
1.02K
$69.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
148+ 187.34% |
$7.72K - $9.16K
|
227
$15.4K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
147+ 0.12% |
$7.67K - $9.1K
|
119K
$8.11M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 2.53% |
$6.52K - $7.74K
|
5.06K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
123+ 0.13% |
$6.42K - $7.61K
|
95.2K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
117+ 75.97% |
$6.11K - $7.24K
|
271
$18.4K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
106+ 0.51% |
$5.53K - $6.56K
|
21K
$1.43M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$6.79K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$6.79K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
91+ 1.81% |
$4.75K - $5.63K
|
5.13K
$348K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
89+ 2.13% |
$4.64K - $5.51K
|
4.28K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
80+ 0.49% |
$4.18K - $4.95K
|
16.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 0.32% |
$3.13K - $3.71K
|
18.9K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49+ 0.03% |
$2.56K - $3.03K
|
156K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44+ 1.55% |
$2.3K - $2.72K
|
2.88K
$196K
|