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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$74.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.3K- 44.59% |
$523K - $569K
|
12.8K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 59.27% |
$611K - $664K
|
8.26K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.14KNew |
$210K - $229K
|
4.14K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$552K - $601K
|
10.9K
$597K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287New |
$14.6K - $15.9K
|
287
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 0.23% |
$1.78K - $1.93K
|
14.9K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57.7KNew |
$2.93M - $3.19M
|
57.7K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.62M - $2.86M
|
51.7K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90New |
$4.57K - $4.97K
|
90
$4.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
17.8K+ 341.59% |
$905K - $984K
|
23K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64.4K- 49.5% |
$3.27M - $3.56M
|
65.7K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.8KNew |
$2.07M - $2.25M
|
40.8K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-210- 0.83% |
$10.7K - $11.6K
|
25.1K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-15.2K- 5.11% |
$774K - $842K
|
283K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23K+ 196.87% |
$1.17M - $1.27M
|
34.7K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.14K+ 4.18% |
$57.8K - $62.9K
|
28.4K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.41K- 62.79% |
$478K - $520K
|
5.58K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$667K - $726K
|
13.2K
$722K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.28KNew |
$420K - $457K
|
8.28K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 2.41% |
$1.83K - $1.99K
|
1.46K
$80.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45.7K+ 15.35% |
$2.32M - $2.52M
|
343K
$18.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.39% |
$59.6K - $64.9K
|
86K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.65K- 0.68% |
$83.8K - $91.2K
|
240K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
85K+ 90.23% |
$4.31M - $4.69M
|
179K
$9.84M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.94KNew |
$251K - $273K
|
4.94K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.13K- 5.91% |
$57.2K - $62.2K
|
17.9K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
72.7KNew |
$3.69M - $4.02M
|
72.7K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.84KNew |
$245K - $267K
|
4.84K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.99K+ 15.62% |
$304K - $331K
|
44.3K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.5K+ 2.58% |
$127K - $138K
|
99.3K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.95KNew |
$353K - $384K
|
6.95K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$890K - $968K
|
17.5K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13KNew |
$661K - $719K
|
13K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.39KNew |
$274K - $298K
|
5.39K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 67.54% |
$451K - $491K
|
4.27K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
656+ 0.6% |
$33.3K - $36.2K
|
109K
$6.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
13+ 13.83% |
$660 - $718
|
107
$5.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-77- 2.46% |
$3.91K - $4.25K
|
3.05K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$973K - $1.06M
|
19.2K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
18.3K+ 2.04% |
$931K - $1.01M
|
919K
$50.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.1K+ 13.47% |
$1.02M - $1.11M
|
170K
$9.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$217K - $236K
|
4.27K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68.9KNew |
$3.5M - $3.81M
|
68.9K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.74K+ 11.22% |
$342K - $372K
|
66.8K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.24K+ 3.73% |
$215K - $234K
|
118K
$6.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.2K- 66.17% |
$721K - $784K
|
7.26K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.2K- 48.54% |
$976K - $1.06M
|
20.4K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.98K+ 18.56% |
$151K - $164K
|
19K
$1.04M
|