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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.13MNew |
$302M - $349M
|
5.13M
$375M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.05M+ 234.13% |
$180M - $207M
|
4.35M
$318M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
BUY
|
- |
1.52MNew |
$89.6M - $103M
|
1.52M
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.29MNew |
$76.2M - $87.8M
|
1.29M
$94.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
707KNew |
$41.7M - $48.1M
|
707K
$51.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
693KNew |
$40.8M - $47.1M
|
693K
$50.6M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
665K+ 42.95% |
$39.2M - $45.2M
|
2.21M
$162M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
619K+ 3304.26% |
$36.5M - $42.1M
|
637K
$46.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
460K+ 4571.82% |
$27.1M - $31.2M
|
470K
$34.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
448KNew |
$26.4M - $30.5M
|
448K
$32.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
448K+ 16.4% |
$26.4M - $30.4M
|
3.18M
$232M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
400KNew |
$23.6M - $27.2M
|
400K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
373K+ 112.46% |
$22M - $25.3M
|
704K
$51.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
337K+ 35.13% |
$19.9M - $22.9M
|
1.3M
$94.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
311K+ 101.23% |
$18.3M - $21.1M
|
618K
$45.2M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
300K+ 488.1% |
$17.7M - $20.4M
|
361K
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
293K+ 27.74% |
$17.3M - $19.9M
|
1.35M
$98.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264K+ 105.87% |
$15.6M - $17.9M
|
513K
$37.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
255K+ 73.67% |
$15M - $17.3M
|
601K
$43.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
240K+ 23.78% |
$14.2M - $16.3M
|
1.25M
$91.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 10.43% |
$13.5M - $15.6M
|
2.43M
$178M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
195KNew |
$11.5M - $13.3M
|
195K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
192K+ 16.62% |
$11.3M - $13M
|
1.34M
$98.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
186K+ 2.71% |
$10.9M - $12.6M
|
7.03M
$514M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 20.59% |
$10.9M - $12.5M
|
1.08M
$78.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
177K+ 501.6% |
$10.5M - $12.1M
|
213K
$15.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
176KNew |
$10.4M - $12M
|
176K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$8.84M - $10.2M
|
150K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
147KNew |
$8.69M - $10M
|
147K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
142K+ 90.75% |
$8.38M - $9.66M
|
299K
$21.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141K+ 65.71% |
$8.29M - $9.56M
|
355K
$25.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 1.75% |
$8.05M - $9.28M
|
7.93M
$579M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 9.48% |
$7.84M - $9.03M
|
1.54M
$112M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
126K+ 5959.01% |
$7.45M - $8.59M
|
128K
$9.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
122K+ 5137.75% |
$7.17M - $8.27M
|
124K
$9.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
119K+ 25.09% |
$7.04M - $8.12M
|
596K
$43.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
98.7K+ 36.05% |
$5.82M - $6.71M
|
372K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
97.5K+ 60.3% |
$5.75M - $6.63M
|
259K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
96.6KNew |
$5.7M - $6.57M
|
96.6K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92.9K+ 9.32% |
$5.48M - $6.32M
|
1.09M
$79.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
92.5KNew |
$5.45M - $6.28M
|
92.5K
$6.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90.7KNew |
$5.35M - $6.17M
|
90.7K
$6.63M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
89.6K+ 136.6% |
$5.28M - $6.09M
|
155K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
82.5K+ 9.18% |
$4.87M - $5.61M
|
982K
$71.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
80.1K+ 4.79% |
$4.72M - $5.44M
|
1.75M
$128M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
79.6K+ 53.79% |
$4.69M - $5.41M
|
228K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72.9K+ 7.33% |
$4.3M - $4.95M
|
1.07M
$77.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.8K+ 82.06% |
$4.06M - $4.68M
|
153K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
64.4KNew |
$3.8M - $4.38M
|
64.4K
$4.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64K+ 15.74% |
$3.77M - $4.35M
|
471K
$34.4M
|