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
|
State Street Corp
Boston, MA |
BUY
|
- |
8.38K+ 0.31% |
$494K - $570K
|
2.7M
$197M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.27KNew |
$487K - $562K
|
8.27K
$604K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.14K+ 72.26% |
$480K - $553K
|
19.4K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.07K+ 48.04% |
$476K - $549K
|
24.9K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.03KNew |
$474K - $546K
|
8.03K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.87KNew |
$464K - $535K
|
7.87K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$459K - $530K
|
7.79K
$569K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.68K+ 2535.64% |
$453K - $522K
|
7.99K
$584K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.68K+ 56.54% |
$453K - $522K
|
21.3K
$1.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.53KNew |
$444K - $512K
|
7.53K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.53K+ 1.15% |
$444K - $512K
|
663K
$48.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.32K+ 41.51% |
$432K - $498K
|
25K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.25K+ 48.26% |
$428K - $493K
|
22.3K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
7.18K+ 37.62% |
$423K - $488K
|
26.2K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.04KNew |
$415K - $479K
|
7.04K
$514K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.04K+ 59.81% |
$415K - $478K
|
18.8K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.96K+ 2.66% |
$410K - $473K
|
269K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.95K+ 36.02% |
$409K - $472K
|
26.2K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.9KNew |
$407K - $469K
|
6.9K
$504K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.4KNew |
$377K - $435K
|
6.4K
$468K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.19KNew |
$365K - $421K
|
6.19K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.11K+ 119.19% |
$360K - $415K
|
11.2K
$821K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.99K+ 24.2% |
$353K - $407K
|
30.7K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.86K+ 24.78% |
$346K - $398K
|
29.5K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.85K+ 6.47% |
$345K - $398K
|
96.3K
$7.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.85K+ 57.35% |
$345K - $398K
|
16.1K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.83KNew |
$344K - $396K
|
5.83K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.8K+ 1090.6% |
$342K - $394K
|
6.33K
$463K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
5.7K+ 7.38% |
$336K - $387K
|
82.9K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.68K+ 4.4% |
$335K - $386K
|
135K
$9.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.51KNew |
$325K - $375K
|
5.51K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.41K+ 34.26% |
$319K - $368K
|
21.2K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.41KNew |
$319K - $368K
|
5.41K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.3K+ 15.04% |
$312K - $360K
|
40.5K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.19KNew |
$306K - $353K
|
5.19K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.18K+ 9.52% |
$306K - $352K
|
59.6K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.16KNew |
$304K - $350K
|
5.16K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.99KNew |
$294K - $339K
|
4.99K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.99KNew |
$294K - $339K
|
4.99K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.95KNew |
$292K - $336K
|
4.95K
$362K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.94KNew |
$291K - $336K
|
4.94K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.93K+ 75.26% |
$291K - $335K
|
11.5K
$839K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 2.05% |
$288K - $332K
|
243K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.88K+ 2.41% |
$288K - $332K
|
208K
$15.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.86KNew |
$287K - $331K
|
4.86K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.82KNew |
$284K - $328K
|
4.82K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.76K+ 5.65% |
$281K - $324K
|
89K
$6.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.71KNew |
$278K - $320K
|
4.71K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.65KNew |
$274K - $316K
|
4.65K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.6K+ 10.85% |
$271K - $313K
|
47K
$3.43M
|