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 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-3.98K- 3.25% |
$235K - $271K
|
119K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.11K- 14.8% |
$242K - $279K
|
23.6K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.33K- 13.64% |
$255K - $294K
|
27.4K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.36K- 12.26% |
$257K - $296K
|
31.2K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.57K- 24.73% |
$269K - $310K
|
13.9K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.58K- 90.74% |
$270K - $311K
|
467
$34.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.82K- 4.46% |
$284K - $328K
|
103K
$7.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.86K- 4.39% |
$286K - $330K
|
106K
$7.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.97K- 4.0% |
$293K - $338K
|
119K
$8.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.05K- 5.87% |
$298K - $343K
|
81K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-5.08K- 27.58% |
$300K - $345K
|
13.3K
$975K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.18K- 51.68% |
$305K - $352K
|
4.84K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.58K- 11.01% |
$329K - $379K
|
45.1K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-5.63K- 1.03% |
$332K - $382K
|
538K
$39.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.66K- 20.39% |
$334K - $385K
|
22.1K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-5.88K- 72.36% |
$347K - $400K
|
2.25K
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-6.27K- 6.17% |
$370K - $426K
|
95.3K
$6.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.46K- 17.84% |
$381K - $439K
|
29.7K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.51K- 24.98% |
$384K - $443K
|
19.6K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.56K- 26.88% |
$387K - $446K
|
17.8K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.63K- 3.76% |
$391K - $450K
|
169K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.09K- 8.81% |
$418K - $482K
|
73.4K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-7.25K- 13.38% |
$427K - $493K
|
46.9K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7.46K- 24.2% |
$440K - $507K
|
23.4K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.58K- 67.28% |
$447K - $515K
|
3.69K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-7.65K- 32.36% |
$451K - $520K
|
16K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.04K- 23.66% |
$474K - $546K
|
25.9K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.07K- 6.48% |
$476K - $548K
|
116K
$8.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.64K- 6.24% |
$510K - $587K
|
130K
$9.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-8.98K- 7.59% |
$530K - $611K
|
109K
$7.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-9.66K- 3.38% |
$569K - $657K
|
276K
$20.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.73K- 5.99% |
$574K - $662K
|
153K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-10.3K- 10.32% |
$610K - $703K
|
89.9K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.9K- 11.35% |
$642K - $740K
|
85K
$6.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.4K- 27.67% |
$674K - $778K
|
29.9K
$2.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-13.2K- 17.95% |
$779K - $898K
|
60.4K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-13.6K- 9.89% |
$800K - $922K
|
124K
$9.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.2K- 16.7% |
$834K - $962K
|
70.6K
$5.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-14.4K- 21.99% |
$851K - $981K
|
51.2K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-14.5K- 49.32% |
$856K - $987K
|
14.9K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14.9K- 10.34% |
$877K - $1.01M
|
129K
$9.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-15.1K- 17.17% |
$889K - $1.03M
|
72.8K
$5.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15.6K- 6.18% |
$917K - $1.06M
|
236K
$17.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-15.8K- 22.52% |
$933K - $1.08M
|
54.5K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.9K- 83.55% |
$938K - $1.08M
|
3.13K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-16.1K- 3.46% |
$949K - $1.09M
|
449K
$32.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-16.3K- 15.6% |
$963K - $1.11M
|
88.4K
$6.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-16.8K- 70.14% |
$991K - $1.14M
|
7.15K
$523K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.6K- 23.55% |
$1.04M - $1.2M
|
57.3K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 5.89% |
$1.06M - $1.22M
|
287K
$20.9M
|