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 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.51KNew |
$183K - $217K
|
3.51K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3.38KNew |
$177K - $209K
|
3.38K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.29KNew |
$171K - $203K
|
3.29K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.1K+ 387.5% |
$162K - $192K
|
3.9K
$285K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.06KNew |
$160K - $189K
|
3.06K
$223K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.66K+ 54.44% |
$139K - $164K
|
7.53K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.02K+ 88.91% |
$105K - $125K
|
4.29K
$314K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.78K+ 1.38% |
$93.1K - $110K
|
131K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7KNew |
$88.9K - $105K
|
1.7K
$125K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.61K+ 36.5% |
$83.9K - $99.5K
|
6.01K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.5K+ 10.34% |
$78.3K - $92.8K
|
16K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4KNew |
$73.1K - $86.6K
|
1.4K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.15K+ 1.95% |
$60.1K - $71.3K
|
60.2K
$4.4M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
753+ 3.52% |
$39.3K - $46.6K
|
22.2K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
488+ 8.94% |
$25.5K - $30.2K
|
5.95K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
474New |
$24.7K - $29.3K
|
474
$34.6K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
415New |
$21.7K - $25.7K
|
415
$30.3K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
399New |
$20.8K - $24.7K
|
399
$29.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
391+ 476.83% |
$20.4K - $24.2K
|
473
$34.6K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
304New |
$15.9K - $18.8K
|
304
$22.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
239+ 102.58% |
$12.5K - $14.8K
|
472
$34.5K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
236New |
$12.3K - $14.6K
|
236
$17.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
192+ 45.18% |
$10K - $11.9K
|
617
$45.1K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172+ 20.24% |
$8.98K - $10.6K
|
1.02K
$74.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
148+ 187.34% |
$7.72K - $9.16K
|
227
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
117+ 75.97% |
$6.11K - $7.24K
|
271
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$7.31K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 0.32% |
$3.13K - $3.71K
|
18.9K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
43New |
$2.24K - $2.66K
|
43
$3.14K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 1000.0% |
$2.09K - $2.48K
|
44
$3.22K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
31New |
$1.62K - $1.92K
|
31
$2.27K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16New |
$835 - $990
|
16
$1.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$365 - $433
|
7
$511
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 150.0% |
$157 - $186
|
5
$365
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$52.2 - $61.9
|
1
$73.1
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98.1KNew |
$4.98M - $5.42M
|
98.1K
$7.17M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
88.9K+ 1421.19% |
$4.51M - $4.91M
|
95.1K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
62.7KNew |
$3.18M - $3.46M
|
62.7K
$4.58M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
37.7KNew |
$1.91M - $2.08M
|
37.7K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$667K - $726K
|
13.2K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.28KNew |
$420K - $457K
|
8.28K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.5K+ 375.0% |
$381K - $414K
|
9.5K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.45K+ 19.32% |
$378K - $411K
|
46K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.26K+ 1.73% |
$115K - $125K
|
133K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.75K+ 29.82% |
$88.6K - $96.4K
|
7.6K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.42K+ 97.12% |
$71.8K - $78.2K
|
2.87K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$98.6K
|
|