Purchases and Sales Made in Q2 2025 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q2 2025. The information is specifically focused on institutions that hold shares of World Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264K+ 105.87% |
$15.6M - $17.9M
|
513K
$33.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 9.48% |
$7.84M - $9.03M
|
1.54M
$101M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90.7KNew |
$5.35M - $6.17M
|
90.7K
$5.99M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
55.4K+ 11.78% |
$3.27M - $3.77M
|
526K
$34.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
29.4K+ 145.47% |
$1.73M - $2M
|
49.5K
$3.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
25K+ 11.15% |
$1.47M - $1.7M
|
249K
$16.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
20K+ 10.86% |
$1.18M - $1.36M
|
204K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
18K+ 98.98% |
$1.06M - $1.22M
|
36.2K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
16.3K+ 1.8% |
$964K - $1.11M
|
923K
$60.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.3K+ 108.61% |
$958K - $1.1M
|
31.2K
$2.06M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2KNew |
$895K - $1.03M
|
15.2K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.6K+ 22.35% |
$861K - $992K
|
79.9K
$5.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3K+ 1641.36% |
$784K - $904K
|
14.1K
$931K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
10.4KNew |
$612K - $705K
|
10.4K
$685K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.68K+ 2.33% |
$570K - $658K
|
425K
$28.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.6K+ 720.8% |
$566K - $653K
|
10.9K
$722K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.22K+ 22.14% |
$544K - $627K
|
50.9K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.47KNew |
$499K - $576K
|
8.47K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.14K+ 72.26% |
$480K - $553K
|
19.4K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.3K+ 15.04% |
$312K - $360K
|
40.5K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.65KNew |
$274K - $316K
|
4.65K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.27KNew |
$193K - $222K
|
3.27K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.26KNew |
$192K - $222K
|
3.26K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 60.16% |
$184K - $212K
|
8.3K
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.07K+ 70.47% |
$181K - $209K
|
7.43K
$491K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 1.14% |
$122K - $141K
|
183K
$12.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.53K+ 17.73% |
$90K - $104K
|
10.1K
$670K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 26.3% |
$71.7K - $82.7K
|
5.84K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.12K+ 26.57% |
$66K - $76.1K
|
5.33K
$352K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 20.04% |
$61.7K - $71.2K
|
6.27K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
956+ 0.93% |
$56.4K - $65K
|
104K
$6.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
671New |
$39.6K - $45.6K
|
671
$44.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
640+ 3.25% |
$37.7K - $43.5K
|
20.4K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
626+ 13.96% |
$36.9K - $42.5K
|
5.11K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
601+ 6.91% |
$35.4K - $40.8K
|
9.3K
$614K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
511+ 1022.0% |
$30.1K - $34.7K
|
561
$37K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
350+ 0.62% |
$20.6K - $23.8K
|
57K
$3.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
124+ 0.03% |
$7.31K - $8.43K
|
440K
$29.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 93.33% |
$825 - $952
|
29
$1.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 100.0% |
$590 - $680
|
20
$1.32K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
3+ 0.34% |
$177 - $204
|
874
$57.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-16- 9.76% |
$943 - $1.09K
|
148
$9.77K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.33% |
$2.54K - $2.92K
|
12.8K
$848K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 37.17% |
$5.9K - $6.8K
|
169
$11.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-176- 84.62% |
$10.4K - $12K
|
32
$2.11K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-266- 5.37% |
$15.7K - $18.1K
|
4.68K
$309K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-405- 2.45% |
$23.9K - $27.5K
|
16.1K
$1.07M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-485- 2.59% |
$28.6K - $33K
|
18.3K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-796- 0.36% |
$46.9K - $54.1K
|
223K
$14.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.39K- 22.45% |
$81.7K - $94.2K
|
4.79K
$316K
|