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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$867K - $1.01M
|
16.6K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08K- 6.73% |
$56.3K - $65.9K
|
15K
$913K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.4KNew |
$334K - $391K
|
6.4K
$391K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.2K- 3.12% |
$219K - $256K
|
130K
$7.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
306+ 3.04% |
$16K - $18.7K
|
10.4K
$634K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.86% |
$227K - $265K
|
238K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.01K- 0.89% |
$105K - $122K
|
224K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 84.02% |
$187K - $219K
|
7.86K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-34.3K- 41.44% |
$1.79M - $2.09M
|
48.5K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.4K+ 282.42% |
$701K - $820K
|
18.2K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 59.17% |
$5.22K - $6.1K
|
269
$16.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.48K- 1.17% |
$77K - $90K
|
124K
$7.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.8KNew |
$2.13M - $2.49M
|
40.8K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-993- 18.55% |
$51.8K - $60.6K
|
4.36K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$2.61K - $3.05K
|
50
$3.05K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$2.06M - $2.4M
|
39.4K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 7.29% |
$643K - $752K
|
181K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.6K- 1.37% |
$658K - $770K
|
906K
$55.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
909+ 0.89% |
$47.4K - $55.5K
|
103K
$6.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
259+ 1.59% |
$13.5K - $15.8K
|
16.5K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.4K- 21.17% |
$73.2K - $85.6K
|
5.23K
$319K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.78K+ 8.36% |
$145K - $170K
|
36K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.38K+ 18.48% |
$72.1K - $84.3K
|
8.86K
$541K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.8K+ 24.43% |
$669K - $783K
|
65.3K
$3.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
281K+ 824.23% |
$14.6M - $17.1M
|
315K
$19.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.61K+ 29.03% |
$136K - $159K
|
11.6K
$709K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
36+ 4.31% |
$1.88K - $2.2K
|
871
$53.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.67K+ 15.68% |
$140K - $163K
|
19.7K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
5.07KNew |
$265K - $310K
|
5.07K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-29.7K- 49.08% |
$1.55M - $1.81M
|
30.8K
$1.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.5KNew |
$1.54M - $1.8M
|
29.5K
$1.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 18928.57% |
$69.2K - $80.9K
|
1.33K
$81.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.9K+ 4.63% |
$308K - $360K
|
133K
$8.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
176+ 550.0% |
$9.19K - $10.7K
|
208
$12.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.42K- 5.62% |
$387K - $453K
|
124K
$7.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-158K- 25.12% |
$8.23M - $9.63M
|
470K
$28.7M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15New |
$761 - $828
|
15
$915
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
75New |
$3.81K - $4.14K
|
75
$4.58K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 3.14% |
$403K - $439K
|
245K
$15M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.3KNew |
$880K - $958K
|
17.3K
$1.06M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$265K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.16K- 12.2% |
$161K - $175K
|
22.8K
$1.39M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16.5KNew |
$836K - $910K
|
16.5K
$1.01M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.58KNew |
$232K - $253K
|
4.58K
$279K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-25.6K- 3.38% |
$1.3M - $1.41M
|
731K
$44.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
232New |
$11.8K - $12.8K
|
232
$14.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.55% |
$102 - $110
|
366
$22.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.42KNew |
$123K - $134K
|
2.42K
$148K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.67K- 2.59% |
$84.5K - $92K
|
62.5K
$3.81M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44K+ 5.03% |
$2.23M - $2.43M
|
918K
$56M
|
|