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 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18.2K- 16.66% |
$1.07M - $1.23M
|
90.8K
$6.64M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-20.4K- 12.76% |
$1.2M - $1.39M
|
139K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21K- 26.54% |
$1.24M - $1.43M
|
58.1K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-21.9K- 7.86% |
$1.29M - $1.49M
|
256K
$18.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-21.9K- 57.46% |
$1.29M - $1.49M
|
16.2K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-22.9K- 14.35% |
$1.35M - $1.56M
|
137K
$9.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-23.2K- 18.81% |
$1.37M - $1.57M
|
100K
$7.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-23.4K- 22.53% |
$1.38M - $1.59M
|
80.4K
$5.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.6K- 24.06% |
$1.39M - $1.6M
|
74.5K
$5.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.9K- 3.57% |
$1.41M - $1.62M
|
644K
$47M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23.9K- 28.69% |
$1.41M - $1.62M
|
59.3K
$4.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25K- 17.23% |
$1.48M - $1.7M
|
120K
$8.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.8K- 38.4% |
$1.52M - $1.76M
|
41.4K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-36.1K- 30.26% |
$2.13M - $2.46M
|
83.2K
$6.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-43.2K- 28.28% |
$2.55M - $2.94M
|
110K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.9K- 1.42% |
$2.59M - $2.99M
|
3.06M
$223M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.6K- 37.7% |
$2.69M - $3.1M
|
75.3K
$5.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-46.3K- 51.55% |
$2.73M - $3.15M
|
43.5K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-46.3K- 9.13% |
$2.73M - $3.15M
|
461K
$33.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-48K- 19.77% |
$2.83M - $3.26M
|
195K
$14.2M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
SELL
|
- |
-49.8K- 70.5% |
$2.94M - $3.39M
|
20.9K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-52K- 50.97% |
$3.07M - $3.53M
|
50K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54.8K- 99.41% |
$3.23M - $3.72M
|
325
$23.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-56.9K- 5.1% |
$3.35M - $3.87M
|
1.06M
$77.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-59.9K- 84.08% |
$3.53M - $4.07M
|
11.3K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-60.5K- 10.59% |
$3.56M - $4.11M
|
510K
$37.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.5K- 2.34% |
$3.75M - $4.32M
|
2.65M
$194M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-88.7K- 13.88% |
$5.23M - $6.03M
|
550K
$40.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-90.2K- 14.01% |
$5.32M - $6.13M
|
554K
$40.5M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-90.9K- 96.36% |
$5.36M - $6.18M
|
3.44K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-95.6K- 14.23% |
$5.64M - $6.5M
|
576K
$42.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-98.6K- 79.67% |
$5.81M - $6.7M
|
25.2K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111K- 11.6% |
$6.56M - $7.56M
|
848K
$61.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-122K- 25.8% |
$7.18M - $8.27M
|
350K
$25.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-125K- 11.5% |
$7.4M - $8.53M
|
966K
$70.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-142K- 29.5% |
$8.36M - $9.64M
|
339K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-149K- 13.56% |
$8.76M - $10.1M
|
947K
$69.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-149K- 9.71% |
$8.81M - $10.2M
|
1.39M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-173K- 18.54% |
$10.2M - $11.8M
|
760K
$55.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-174K- 77.01% |
$10.2M - $11.8M
|
51.8K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-202K- 17.6% |
$11.9M - $13.7M
|
947K
$69.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-203K- 78.64% |
$12M - $13.8M
|
55.2K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-267K- 23.24% |
$15.8M - $18.2M
|
883K
$64.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-279K- 56.57% |
$16.4M - $18.9M
|
214K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-332K- 60.9% |
$19.6M - $22.5M
|
213K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-490K- 97.69% |
$28.9M - $33.3M
|
11.6K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-739K- 11.42% |
$43.6M - $50.2M
|
5.73M
$419M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.32M- 40.52% |
$137M - $158M
|
3.41M
$249M
|