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 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-229- 1.57% |
$13.5K - $15.6K
|
14.3K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-237- 26.42% |
$14K - $16.1K
|
660
$48.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-244- 5.76% |
$14.4K - $16.6K
|
3.99K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-249- 0.36% |
$14.7K - $16.9K
|
68.8K
$5.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-266- 5.37% |
$15.7K - $18.1K
|
4.68K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-296- 5.6% |
$17.5K - $20.1K
|
4.99K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-311- 4.53% |
$18.3K - $21.1K
|
6.55K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-317- 2.72% |
$18.7K - $21.5K
|
11.4K
$829K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-348- 3.93% |
$20.5K - $23.7K
|
8.51K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-399- 3.26% |
$23.5K - $27.1K
|
11.8K
$865K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-399- 0.6% |
$23.5K - $27.1K
|
66.1K
$4.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-400- 80.0% |
$23.6K - $27.2K
|
100
$7.31K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-405- 2.45% |
$23.9K - $27.5K
|
16.1K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-440- 0.92% |
$25.9K - $29.9K
|
47.3K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-455- 5.96% |
$26.8K - $30.9K
|
7.18K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-464- 1.55% |
$27.4K - $31.5K
|
29.5K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-482- 1.99% |
$28.4K - $32.8K
|
23.7K
$1.73M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-485- 2.59% |
$28.6K - $33K
|
18.3K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-494- 0.61% |
$29.1K - $33.6K
|
80.9K
$5.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-505- 3.13% |
$29.8K - $34.3K
|
15.6K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-535- 14.74% |
$31.5K - $36.4K
|
3.1K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-571- 1.17% |
$33.7K - $38.8K
|
48.1K
$3.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-649- 2.24% |
$38.3K - $44.1K
|
28.3K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-673- 61.63% |
$39.7K - $45.7K
|
419
$30.6K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-713- 14.09% |
$42K - $48.5K
|
4.35K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-716- 87.96% |
$42.2K - $48.7K
|
98
$7.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-772- 3.79% |
$45.5K - $52.5K
|
19.6K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-788- 3.53% |
$46.5K - $53.6K
|
21.6K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-796- 0.36% |
$46.9K - $54.1K
|
223K
$16.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-817- 7.87% |
$48.2K - $55.5K
|
9.57K
$699K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-859- 8.12% |
$50.6K - $58.4K
|
9.72K
$710K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-959- 22.24% |
$56.5K - $65.2K
|
3.35K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-961- 4.94% |
$56.7K - $65.3K
|
18.5K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-980- 30.27% |
$57.8K - $66.6K
|
2.26K
$165K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 5.07% |
$59K - $68K
|
18.7K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 14.78% |
$61.8K - $71.2K
|
6.04K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.08K- 18.19% |
$63.8K - $73.5K
|
4.87K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.17K- 15.3% |
$69.2K - $79.7K
|
6.49K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-1.18K- 6.49% |
$69.7K - $80.4K
|
17.1K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.19K- 14.5% |
$70.2K - $81K
|
7.02K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 3.57% |
$72.9K - $84K
|
33.4K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 10.66% |
$76.6K - $88.4K
|
10.9K
$796K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.37K- 1.97% |
$80.6K - $92.9K
|
67.9K
$4.96M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.39K- 22.45% |
$81.7K - $94.2K
|
4.79K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-1.4K- 19.96% |
$82.2K - $94.8K
|
5.59K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.4K- 3.97% |
$82.5K - $95.2K
|
33.9K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.41K- 23.98% |
$82.8K - $95.5K
|
4.46K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 23.59% |
$83.7K - $96.5K
|
4.6K
$336K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.43K- 0.44% |
$84.5K - $97.4K
|
325K
$23.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.44K- 19.77% |
$85.1K - $98.1K
|
5.86K
$428K
|