Latest Institutional Transactions on World Gold Trust (GLDM)
This table provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-4.29K- 1.4% |
$218K - $237K
|
302K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
74.2K+ 2.13% |
$3.77M - $4.1M
|
3.56M
$204M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.4K+ 6.63% |
$1.49M - $1.63M
|
474K
$27.1M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.38K+ 2.15% |
$273K - $297K
|
255K
$14.6M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
14.5KNew |
$736K - $801K
|
14.5K
$829K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-31- 0.27% |
$1.57K - $1.71K
|
11.5K
$657K
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-42- 0.02% |
$2.13K - $2.32K
|
238K
$13.6M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 3.25% |
$59.5K - $64.8K
|
34.9K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-57K- 3.98% |
$2.89M - $3.15M
|
1.38M
$78.6M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.55K- 26.11% |
$129K - $141K
|
7.21K
$412K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.29K+ 80.63% |
$167K - $182K
|
7.37K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 1.93% |
$3.91K - $4.25K
|
3.92K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 4.92% |
$2.02M - $2.19M
|
768K
$43.9M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-273- 5.14% |
$13.9K - $15.1K
|
5.04K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-29.6K- 58.32% |
$1.5M - $1.64M
|
21.2K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.8KNew |
$955K - $1.04M
|
18.8K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
59KNew |
$3M - $3.26M
|
59K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
88.2K+ 100.39% |
$4.48M - $4.87M
|
176K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-129K- 24.65% |
$6.53M - $7.11M
|
393K
$22.5M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$81.2K - $88.4K
|
1.6K
$91.5K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 38.02% |
$357K - $389K
|
25.5K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
17.8K+ 36.66% |
$904K - $984K
|
66.4K
$3.8M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-164K- 5.09% |
$8.33M - $9.06M
|
3.06M
$175M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
273+ 4.51% |
$13.9K - $15.1K
|
6.33K
$362K
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-43.8K- 35.79% |
$2.22M - $2.42M
|
78.6K
$4.49M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-543- 32.04% |
$27.6K - $30K
|
1.15K
$65.9K
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
43.7KNew |
$2.22M - $2.41M
|
43.7K
$2.5M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.97K+ 2.75% |
$252K - $274K
|
186K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-14.2K- 2.07% |
$723K - $786K
|
674K
$38.5M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.45M+ 109.46% |
$124M - $135M
|
4.68M
$268M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
288New |
$14.6K - $15.9K
|
288
$16.5K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 5.81% |
$19.6M - $21.3M
|
7.01M
$401M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.57K- 4.74% |
$181K - $197K
|
71.8K
$4.11M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
598+ 0.79% |
$30.4K - $33K
|
76K
$4.34M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.6KNew |
$2.77M - $3.02M
|
54.6K
$3.12M
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
700New |
$35.5K - $38.7K
|
700
$40K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.6KNew |
$640K - $697K
|
12.6K
$721K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52KNew |
$77K - $83.8K
|
1.52K
$86.7K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1K+ 53.27% |
$717K - $780K
|
40.6K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.91K+ 15.29% |
$96.7K - $105K
|
14.4K
$821K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
34New |
$1.73K - $1.88K
|
34
$1.94K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
125New |
$6.35K - $6.9K
|
125
$7.15K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10.7KNew |
$542K - $590K
|
10.7K
$611K
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
10.3KNew |
$521K - $567K
|
10.3K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-34.7K- 3.42% |
$1.76M - $1.92M
|
981K
$56.1M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
228K+ 12.25% |
$11.6M - $12.6M
|
2.09M
$120M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.3K+ 8.22% |
$320K - $348K
|
82.9K
$4.74M
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-169K- 11.52% |
$8.6M - $9.36M
|
1.3M
$74.4M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.81K- 23.85% |
$498K - $542K
|
31.3K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.4KNew |
$223K - $243K
|
4.4K
$252K
|