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 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.45K- 4.71% |
$85.5K - $98.6K
|
29.4K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.49K- 24.39% |
$88K - $101K
|
4.63K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 26.38% |
$89.7K - $103K
|
4.25K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 19.73% |
$91.4K - $105K
|
6.31K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.57K- 24.11% |
$92.6K - $107K
|
4.94K
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.61K- 7.08% |
$95K - $109K
|
21.2K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.62K- 25.3% |
$95.5K - $110K
|
4.78K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.64K- 9.91% |
$96.7K - $111K
|
14.9K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 5.56% |
$104K - $120K
|
30K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.89K- 1.71% |
$111K - $128K
|
108K
$7.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.89K- 2.88% |
$112K - $129K
|
63.9K
$4.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.93K- 25.88% |
$114K - $131K
|
5.52K
$403K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.94K- 35.72% |
$115K - $132K
|
3.5K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.97K- 3.79% |
$116K - $134K
|
49.9K
$3.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2K- 2.92% |
$118K - $136K
|
66.5K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.01K- 38.37% |
$118K - $137K
|
3.23K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.01K- 24.37% |
$119K - $137K
|
6.25K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.08K- 5.68% |
$122K - $141K
|
34.4K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.12K- 18.71% |
$125K - $144K
|
9.19K
$671K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.13K- 26.32% |
$126K - $145K
|
5.97K
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.16K- 1.62% |
$127K - $147K
|
131K
$9.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 20.27% |
$128K - $147K
|
8.54K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.2K- 10.6% |
$129K - $149K
|
18.5K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.23K- 28.07% |
$132K - $152K
|
5.72K
$418K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 22.24% |
$135K - $156K
|
8K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.33K- 11.82% |
$138K - $159K
|
17.4K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.36K- 6.0% |
$139K - $161K
|
37K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.42K- 2.18% |
$143K - $164K
|
108K
$7.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.44K- 1.02% |
$144K - $166K
|
238K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.54K- 13.29% |
$149K - $172K
|
16.5K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.54K- 0.97% |
$150K - $172K
|
259K
$18.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.54K- 26.59% |
$150K - $173K
|
7.02K
$513K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.56K- 12.16% |
$151K - $174K
|
18.5K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.69K- 22.64% |
$158K - $183K
|
9.18K
$671K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.69K- 24.06% |
$159K - $183K
|
8.5K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.82K- 31.48% |
$166K - $192K
|
6.14K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.91K- 21.1% |
$172K - $198K
|
10.9K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.93K- 6.84% |
$173K - $199K
|
39.8K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-2.95K- 2.64% |
$174K - $201K
|
109K
$7.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.01K- 20.11% |
$177K - $204K
|
12K
$873K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.02K- 22.44% |
$178K - $205K
|
10.4K
$763K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.04K- 2.34% |
$179K - $207K
|
127K
$9.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3.14K- 33.87% |
$185K - $214K
|
6.14K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.21K- 2.97% |
$189K - $218K
|
105K
$7.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 5.66% |
$191K - $220K
|
53.9K
$3.94M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3.24K- 57.53% |
$191K - $220K
|
2.39K
$175K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.61K- 8.07% |
$213K - $245K
|
41.1K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.62K- 5.52% |
$213K - $246K
|
62K
$4.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.77K- 30.48% |
$222K - $256K
|
8.6K
$629K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.96K- 32.67% |
$233K - $269K
|
8.16K
$596K
|