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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.46KNew |
$263K - $303K
|
4.46K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
4.39KNew |
$259K - $298K
|
4.39K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.35KNew |
$257K - $296K
|
4.35K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.29KNew |
$253K - $291K
|
4.29K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.21KNew |
$248K - $286K
|
4.21K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.2KNew |
$248K - $286K
|
4.2K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.15KNew |
$244K - $282K
|
4.15K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.08K+ 8.2% |
$241K - $277K
|
53.9K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.01K+ 1.81% |
$236K - $272K
|
225K
$16.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4KNew |
$236K - $272K
|
4K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.85KNew |
$227K - $261K
|
3.85K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.84KNew |
$226K - $261K
|
3.84K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.84KNew |
$226K - $261K
|
3.84K
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.8K+ 7.5% |
$224K - $258K
|
54.5K
$3.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.76K+ 43.98% |
$222K - $256K
|
12.3K
$900K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.61KNew |
$213K - $246K
|
3.61K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.6KNew |
$212K - $245K
|
3.6K
$263K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.53KNew |
$208K - $240K
|
3.53K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 82.1% |
$207K - $238K
|
7.78K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.43KNew |
$202K - $233K
|
3.43K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.4K+ 260.89% |
$201K - $231K
|
4.71K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.37K+ 88.59% |
$199K - $229K
|
7.17K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.37KNew |
$198K - $229K
|
3.37K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.34K+ 39.81% |
$197K - $227K
|
11.7K
$856K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
3.3K+ 20.08% |
$195K - $224K
|
19.7K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.27KNew |
$193K - $222K
|
3.27K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.26KNew |
$192K - $222K
|
3.26K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.26K+ 5.99% |
$192K - $221K
|
57.6K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.2KNew |
$189K - $218K
|
3.2K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.18K+ 0.7% |
$187K - $216K
|
458K
$33.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.17KNew |
$187K - $216K
|
3.17K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.15KNew |
$186K - $214K
|
3.15K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 60.16% |
$184K - $212K
|
8.3K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.09KNew |
$182K - $210K
|
3.09K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
3.09KNew |
$182K - $210K
|
3.09K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.07KNew |
$181K - $209K
|
3.07K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.07K+ 70.47% |
$181K - $209K
|
7.43K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
3.07KNew |
$181K - $209K
|
3.07K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.06KNew |
$180K - $208K
|
3.06K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.94K+ 6.5% |
$174K - $200K
|
48.2K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.9K+ 21.32% |
$171K - $197K
|
16.5K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 4.26% |
$169K - $195K
|
70.1K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.84KNew |
$168K - $193K
|
2.84K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 2.84% |
$165K - $190K
|
101K
$7.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.79K+ 18.2% |
$165K - $190K
|
18.1K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.66K+ 23.52% |
$157K - $181K
|
14K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.63K+ 4.12% |
$155K - $178K
|
66.4K
$4.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$153K - $177K
|
2.6K
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.5K+ 21.52% |
$147K - $170K
|
14.1K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.39K+ 2.95% |
$141K - $162K
|
83.2K
$6.08M
|