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
|
Pecaut & Co.
|
BUY
|
- |
2.34K+ 13.31% |
$138K - $159K
|
19.9K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.3K+ 1.85% |
$136K - $156K
|
127K
$9.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.23K+ 6.51% |
$132K - $152K
|
36.5K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.18K+ 14.36% |
$128K - $148K
|
17.3K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.16K+ 45.92% |
$127K - $147K
|
6.86K
$502K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 1.14% |
$122K - $141K
|
183K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.98K+ 2.91% |
$117K - $134K
|
70K
$5.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.98K+ 7.61% |
$117K - $134K
|
27.9K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 2.63% |
$116K - $134K
|
76.7K
$5.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.97K+ 2.69% |
$116K - $134K
|
75.2K
$5.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.94K+ 6.7% |
$114K - $132K
|
30.8K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.93K+ 4.55% |
$114K - $131K
|
44.3K
$3.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 44.49% |
$113K - $130K
|
6.22K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.82K+ 7.55% |
$107K - $123K
|
25.9K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.79K+ 12.4% |
$105K - $121K
|
16.2K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.66K+ 44.39% |
$97.9K - $113K
|
5.4K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.57KNew |
$92.6K - $107K
|
1.57K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.56K+ 3.2% |
$92.2K - $106K
|
50.4K
$3.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.53K+ 17.73% |
$90K - $104K
|
10.1K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 5.54% |
$88.3K - $102K
|
28.5K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.5K+ 1.58% |
$88.3K - $102K
|
96.6K
$7.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.49K+ 25.08% |
$87.9K - $101K
|
7.43K
$543K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.42K+ 2.53% |
$83.7K - $96.4K
|
57.5K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.4K+ 3.07% |
$82.6K - $95.2K
|
47K
$3.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.3KNew |
$76.9K - $88.6K
|
1.3K
$95.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.3K+ 30.38% |
$76.6K - $88.4K
|
5.58K
$408K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 8.4% |
$75.4K - $86.9K
|
16.5K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
1.27K+ 22.85% |
$74.8K - $86.3K
|
6.82K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.22K+ 18.25% |
$71.8K - $82.7K
|
7.89K
$576K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 26.3% |
$71.7K - $82.7K
|
5.84K
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21K+ 86.13% |
$71.4K - $82.3K
|
2.62K
$191K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.21K+ 16.05% |
$71.1K - $82K
|
8.72K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.17K+ 4.71% |
$68.9K - $79.5K
|
26K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.14KNew |
$66.9K - $77.1K
|
1.14K
$82.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.12K+ 26.57% |
$66K - $76.1K
|
5.33K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 4.58% |
$65.4K - $75.4K
|
25.3K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.07K+ 1.13% |
$63.3K - $73K
|
96.2K
$7.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.07K+ 31.77% |
$63.1K - $72.8K
|
4.44K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.06K+ 0.45% |
$62.6K - $72.1K
|
237K
$17.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 20.04% |
$61.7K - $71.2K
|
6.27K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.02K+ 3.76% |
$60.3K - $69.5K
|
28.2K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 1.36% |
$59.1K - $68.1K
|
74.7K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1KNew |
$59K - $68K
|
1K
$73.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
985New |
$58.1K - $67K
|
985
$72K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
956+ 0.93% |
$56.4K - $65K
|
104K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
898+ 11.59% |
$52.9K - $61K
|
8.64K
$632K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
863+ 1.55% |
$50.9K - $58.7K
|
56.5K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
818+ 3.89% |
$48.2K - $55.6K
|
21.9K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
816+ 8.83% |
$48.1K - $55.5K
|
10.1K
$735K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
803+ 2.91% |
$47.3K - $54.6K
|
28.4K
$2.08M
|