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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
68+ 68.0% |
$4.01K - $4.62K
|
168
$11.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.9K+ 293.36% |
$2.41M - $2.78M
|
54.8K
$3.64M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.0% |
$59 - $68
|
21.9K
$1.46M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.68K+ 2535.64% |
$453K - $522K
|
7.99K
$531K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-713- 14.09% |
$42K - $48.5K
|
4.35K
$289K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.53KNew |
$444K - $512K
|
7.53K
$500K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
24.3K+ 219.8% |
$1.43M - $1.65M
|
35.3K
$2.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.9K- 3.57% |
$1.41M - $1.62M
|
644K
$42.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 1.75% |
$8.05M - $9.28M
|
7.93M
$527M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
619K+ 3304.26% |
$36.5M - $42.1M
|
637K
$42.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-21.9K- 57.46% |
$1.29M - $1.49M
|
16.2K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-649- 2.24% |
$38.3K - $44.1K
|
28.3K
$1.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-959- 22.24% |
$56.5K - $65.2K
|
3.35K
$223K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
288+ 6.35% |
$17K - $19.6K
|
4.82K
$320K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-16.8K- 70.14% |
$991K - $1.14M
|
7.15K
$476K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.4KNew |
$377K - $435K
|
6.4K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-88.7K- 13.88% |
$5.23M - $6.03M
|
550K
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
142K+ 90.75% |
$8.38M - $9.66M
|
299K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
863+ 1.55% |
$50.9K - $58.7K
|
56.5K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 5.54% |
$88.3K - $102K
|
28.5K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 10.43% |
$13.5M - $15.6M
|
2.43M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-90.2K- 14.01% |
$5.32M - $6.13M
|
554K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18K+ 121.9% |
$1.06M - $1.22M
|
32.8K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.68K+ 4.4% |
$335K - $386K
|
135K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-36.1K- 30.26% |
$2.13M - $2.46M
|
83.2K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
80.1K+ 4.79% |
$4.72M - $5.44M
|
1.75M
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46KNew |
$2.71M - $3.13M
|
46K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.08K+ 8.2% |
$241K - $277K
|
53.9K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-739K- 11.42% |
$43.6M - $50.2M
|
5.73M
$381M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
177K+ 501.6% |
$10.5M - $12.1M
|
213K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.41K- 23.98% |
$82.8K - $95.5K
|
4.46K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13KNew |
$765K - $882K
|
13K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
45New |
$2.65K - $3.06K
|
45
$2.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
707KNew |
$41.7M - $48.1M
|
707K
$47M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.8K+ 1090.6% |
$342K - $394K
|
6.33K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35.5K+ 49.51% |
$2.09M - $2.41M
|
107K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-202K- 17.6% |
$11.9M - $13.7M
|
947K
$62.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.11K+ 119.19% |
$360K - $415K
|
11.2K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-64- 4.0% |
$3.77K - $4.35K
|
1.54K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.11K- 14.8% |
$242K - $279K
|
23.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.9K- 11.35% |
$642K - $740K
|
85K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.6K+ 27.83% |
$1.27M - $1.47M
|
99.3K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.24K+ 146.4% |
$545K - $628K
|
15.6K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.9K- 1.42% |
$2.59M - $2.99M
|
3.06M
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.1K+ 9.1% |
$1.01M - $1.16M
|
205K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.38K+ 0.31% |
$494K - $570K
|
2.7M
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-56.9K- 5.1% |
$3.35M - $3.87M
|
1.06M
$70.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
373K+ 112.46% |
$22M - $25.3M
|
704K
$46.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
2.34K+ 13.31% |
$138K - $159K
|
19.9K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.8K+ 82.06% |
$4.06M - $4.68M
|
153K
$10.1M
|