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 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
802+ 6.32% |
$47.3K - $54.5K
|
13.5K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
798+ 1.17% |
$47.1K - $54.2K
|
69.3K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
791+ 7.72% |
$46.6K - $53.8K
|
11K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
782+ 4.82% |
$46.1K - $53.2K
|
17K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
684+ 20.85% |
$40.3K - $46.5K
|
3.97K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
671New |
$39.6K - $45.6K
|
671
$49K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
648+ 2.85% |
$38.2K - $44K
|
23.4K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
640+ 3.25% |
$37.7K - $43.5K
|
20.4K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
635+ 101.11% |
$37.4K - $43.2K
|
1.26K
$92.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
626+ 13.96% |
$36.9K - $42.5K
|
5.11K
$373K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
623+ 2.97% |
$36.7K - $42.3K
|
21.6K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
623+ 2.52% |
$36.7K - $42.3K
|
25.3K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
601+ 6.91% |
$35.4K - $40.8K
|
9.3K
$680K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
600+ 0.58% |
$35.4K - $40.8K
|
105K
$7.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
581New |
$34.3K - $39.5K
|
581
$42.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
557+ 0.95% |
$32.8K - $37.9K
|
59.2K
$4.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
530+ 1.26% |
$31.2K - $36K
|
42.4K
$3.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
511+ 1022.0% |
$30.1K - $34.7K
|
561
$41K
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
500+ 0.32% |
$29.5K - $34K
|
157K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
476New |
$28.1K - $32.4K
|
476
$34.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
473New |
$27.9K - $32.1K
|
473
$34.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
453New |
$26.7K - $30.8K
|
453
$33.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
418New |
$24.6K - $28.4K
|
418
$30.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
400New |
$23.6K - $27.2K
|
400
$29.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
378+ 8.9% |
$22.3K - $25.7K
|
4.62K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
366+ 1.82% |
$21.6K - $24.9K
|
20.5K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
366+ 6.57% |
$21.6K - $24.9K
|
5.94K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
359+ 0.45% |
$21.2K - $24.4K
|
80.6K
$5.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
350+ 0.62% |
$20.6K - $23.8K
|
57K
$4.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
347+ 0.65% |
$20.5K - $23.6K
|
53.9K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
337+ 0.25% |
$19.9K - $22.9K
|
135K
$9.88M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
316New |
$18.6K - $21.5K
|
316
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
315New |
$18.6K - $21.4K
|
315
$23K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
300New |
$17.7K - $20.4K
|
300
$21.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
297+ 6.7% |
$17.5K - $20.2K
|
4.73K
$346K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
297+ 6.08% |
$17.5K - $20.2K
|
5.19K
$379K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
288+ 6.35% |
$17K - $19.6K
|
4.82K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
270+ 3.42% |
$15.9K - $18.4K
|
8.18K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
264+ 2.58% |
$15.6K - $17.9K
|
10.5K
$766K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
249+ 13.02% |
$14.7K - $16.9K
|
2.16K
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
219+ 4.58% |
$12.9K - $14.9K
|
5K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
215New |
$12.7K - $14.6K
|
215
$15.7K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
213+ 4.98% |
$12.6K - $14.5K
|
4.49K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
175+ 41.67% |
$10.3K - $11.9K
|
595
$43.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
155+ 3.92% |
$9.14K - $10.5K
|
4.11K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
153+ 0.47% |
$9.02K - $10.4K
|
32.9K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$8.73K - $10.1K
|
148
$10.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
147+ 1.35% |
$8.67K - $9.99K
|
11.1K
$809K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130+ 10.35% |
$7.66K - $8.84K
|
1.39K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
125New |
$7.37K - $8.5K
|
125
$9.13K
|