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 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.89K- 1.71% |
$111K - $128K
|
108K
$7.16M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.94K- 35.72% |
$115K - $132K
|
3.5K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.16K- 1.62% |
$127K - $147K
|
131K
$8.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.33K- 11.82% |
$138K - $159K
|
17.4K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.91K- 21.1% |
$172K - $198K
|
10.9K
$719K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.01K- 20.11% |
$177K - $204K
|
12K
$789K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.05K- 5.87% |
$298K - $343K
|
81K
$5.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-5.63K- 1.03% |
$332K - $382K
|
538K
$35.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.04K- 23.66% |
$474K - $546K
|
25.9K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.07K- 6.48% |
$476K - $548K
|
116K
$7.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.4K- 27.67% |
$674K - $778K
|
29.9K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.2K- 16.7% |
$834K - $962K
|
70.6K
$4.66M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-14.4K- 21.99% |
$851K - $981K
|
51.2K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-16.3K- 15.6% |
$963K - $1.11M
|
88.4K
$5.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23.9K- 28.69% |
$1.41M - $1.62M
|
59.3K
$3.92M
|