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
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
124+ 0.03% |
$7.31K - $8.43K
|
440K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
118+ 0.13% |
$6.96K - $8.02K
|
92K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
108New |
$6.37K - $7.34K
|
108
$7.89K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
105+ 0.16% |
$6.19K - $7.14K
|
66.3K
$4.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$5.9K - $6.8K
|
100
$7.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$5.72K - $6.59K
|
97
$7.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
76+ 2.64% |
$4.48K - $5.17K
|
2.96K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
76+ 0.55% |
$4.48K - $5.17K
|
13.9K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
75+ 1.04% |
$4.42K - $5.1K
|
7.28K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
75+ 1.32% |
$4.42K - $5.1K
|
5.76K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 3.56% |
$4.42K - $5.1K
|
2.18K
$160K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
68+ 68.0% |
$4.01K - $4.62K
|
168
$12.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
53New |
$3.12K - $3.6K
|
53
$3.87K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
47New |
$2.77K - $3.19K
|
47
$3.43K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
46+ 0.19% |
$2.71K - $3.13K
|
23.8K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45New |
$2.65K - $3.06K
|
45
$3.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 1.0% |
$2.18K - $2.51K
|
3.73K
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
31+ 0.62% |
$1.83K - $2.11K
|
5.06K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.38% |
$1.83K - $2.11K
|
8.22K
$601K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
23New |
$1.36K - $1.56K
|
23
$1.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20+ 9.35% |
$1.18K - $1.36K
|
234
$17.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 93.33% |
$825 - $952
|
29
$2.12K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
11+ 0.3% |
$649 - $748
|
3.67K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 100.0% |
$590 - $680
|
20
$1.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$531 - $612
|
9
$658
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.55% |
$295 - $340
|
913
$66.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.16% |
$177 - $204
|
1.86K
$136K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
3+ 0.34% |
$177 - $204
|
874
$63.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
3New |
$177 - $204
|
3
$219
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2+ 6.9% |
$118 - $136
|
31
$2.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$59 - $68
|
1
$73.1
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.0% |
$59 - $68
|
21.9K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-11- 0.31% |
$649 - $748
|
3.56K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 0.13% |
$884 - $1.02K
|
12K
$875K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-16- 9.76% |
$943 - $1.09K
|
148
$10.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-21- 80.77% |
$1.24K - $1.43K
|
5
$365
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-34- 0.21% |
$2K - $2.31K
|
16.5K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.33% |
$2.54K - $2.92K
|
12.8K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-64- 4.0% |
$3.77K - $4.35K
|
1.54K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-100- 0.98% |
$5.9K - $6.8K
|
10.1K
$738K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 37.17% |
$5.9K - $6.8K
|
169
$12.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-128- 1.79% |
$7.55K - $8.7K
|
7.03K
$514K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-145- 2.86% |
$8.55K - $9.86K
|
4.93K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-155- 1.15% |
$9.14K - $10.5K
|
13.3K
$973K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-161- 83.85% |
$9.49K - $10.9K
|
31
$2.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-176- 84.62% |
$10.4K - $12K
|
32
$2.34K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-208- 3.7% |
$12.3K - $14.1K
|
5.42K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-212- 2.23% |
$12.5K - $14.4K
|
9.3K
$679K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-218- 15.26% |
$12.9K - $14.8K
|
1.21K
$88.5K
|