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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
139KNew |
$6.41M - $7.35M
|
139K
$7.21M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-91.5K- 93.61% |
$4.23M - $4.85M
|
6.25K
$325K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
236New |
$10.9K - $12.5K
|
236
$12.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 8.39% |
$23.1K - $26.5K
|
5.46K
$284K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.2KNew |
$1.49M - $1.71M
|
32.2K
$1.67M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.06K+ 3.31% |
$188K - $215K
|
127K
$6.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 3.91% |
$164K - $188K
|
94.4K
$4.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.8K+ 10.56% |
$176K - $201K
|
39.8K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.43KNew |
$66K - $75.8K
|
1.43K
$74.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
37.2KNew |
$1.72M - $1.97M
|
37.2K
$1.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.73K- 8.77% |
$80.1K - $91.9K
|
18K
$937K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.4K- 7.96% |
$1.17M - $1.34M
|
293K
$15.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.3K+ 4.33% |
$60.2K - $69K
|
31.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.9K- 4.59% |
$2.08M - $2.38M
|
934K
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
832+ 18.58% |
$38.4K - $44.1K
|
5.31K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.06K+ 9.51% |
$187K - $215K
|
46.7K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.98K+ 5.04% |
$91.3K - $105K
|
41.2K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
51.9K+ 106.06% |
$2.4M - $2.75M
|
101K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-127- 2.73% |
$5.87K - $6.73K
|
4.53K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
467+ 0.68% |
$21.6K - $24.8K
|
68.9K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 801.92% |
$2.34M - $2.69M
|
57K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 5.63% |
$123K - $141K
|
44.5K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.04KNew |
$187K - $214K
|
4.04K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-239- 2.03% |
$11K - $12.7K
|
11.5K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.08K- 0.07% |
$49.7K - $57K
|
1.63M
$84.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-468- 10.48% |
$21.6K - $24.8K
|
4K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.05K+ 58.12% |
$326K - $374K
|
19.2K
$997K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93.3K+ 22.86% |
$4.31M - $4.95M
|
502K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-215K- 10.36% |
$9.95M - $11.4M
|
1.86M
$96.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.1KNew |
$50.7K - $58.2K
|
1.1K
$57K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
506KNew |
$23.4M - $26.8M
|
506K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
272K+ 26.55% |
$12.6M - $14.4M
|
1.3M
$67.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-86- 0.11% |
$3.97K - $4.56K
|
75.4K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.9KNew |
$4.06M - $4.66M
|
87.9K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 5.2% |
$307K - $352K
|
121K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
13.2KNew |
$610K - $699K
|
13.2K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.6KNew |
$1.13M - $1.3M
|
24.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
24.3K+ 100.16% |
$1.12M - $1.29M
|
48.6K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2K+ 2.68% |
$92.4K - $106K
|
76.6K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-29.7K- 19.52% |
$1.37M - $1.57M
|
122K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-37.1K- 4.67% |
$1.71M - $1.96M
|
757K
$39.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
203K+ 6.17% |
$9.37M - $10.8M
|
3.49M
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
133K+ 65.0% |
$6.16M - $7.07M
|
339K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 25.33% |
$173K - $198K
|
18.5K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-23.6K- 1.58% |
$1.09M - $1.25M
|
1.47M
$76.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
973K+ 43.19% |
$45M - $51.6M
|
3.23M
$168M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.99KNew |
$184K - $211K
|
3.99K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
283K+ 1180.11% |
$13.1M - $15M
|
306K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.57K- 5.76% |
$72.3K - $83K
|
25.6K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.8K- 77.0% |
$4.1M - $4.71M
|
26.5K
$1.38M
|