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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-7.07K- 6.74% |
$315K - $340K
|
97.8K
$5.14M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
30KNew |
$1.34M - $1.45M
|
30K
$1.58M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.9K- 8.83% |
$1.11M - $1.2M
|
257K
$13.5M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68.2KNew |
$3.04M - $3.28M
|
68.2K
$3.58M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.3K+ 37.36% |
$1.35M - $1.46M
|
111K
$5.86M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
39.2K+ 108.12% |
$1.75M - $1.89M
|
75.5K
$3.97M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.4K+ 6.05% |
$107K - $115K
|
42K
$2.21M
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
506+ 1.01% |
$22.5K - $24.3K
|
50.8K
$2.67M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-553- 13.91% |
$24.6K - $26.6K
|
3.42K
$180K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 10.47% |
$58.5K - $63.2K
|
13.9K
$729K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.2K+ 4536.64% |
$2.06M - $2.22M
|
47.2K
$2.48M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-185- 3.82% |
$8.24K - $8.9K
|
4.66K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.7K- 6.8% |
$120K - $130K
|
37K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-68.2K- 7.91% |
$3.04M - $3.28M
|
794K
$41.7M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3KNew |
$639K - $690K
|
14.3K
$754K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
236K+ 63.62% |
$10.5M - $11.4M
|
607K
$31.9M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.01% |
$712 - $770
|
140K
$7.33M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.08K- 33.37% |
$271K - $292K
|
12.1K
$638K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-292K- 12.33% |
$13M - $14.1M
|
2.08M
$109M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-308K- 16.55% |
$13.7M - $14.8M
|
1.55M
$81.6M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.95K- 7.56% |
$87K - $94K
|
23.9K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.09K- 3.15% |
$92.8K - $100K
|
64.1K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.59K+ 3.6% |
$115K - $125K
|
74.6K
$3.92M
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
23.9KNew |
$1.07M - $1.15M
|
23.9K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-552- 23.7% |
$24.6K - $26.6K
|
1.78K
$93.4K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
188+ 0.44% |
$8.37K - $9.04K
|
42.9K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
439+ 3.88% |
$19.5K - $21.1K
|
11.8K
$618K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.3K+ 11.15% |
$679K - $734K
|
152K
$7.99M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$270K - $291K
|
6.06K
$318K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.31K+ 11.28% |
$192K - $207K
|
42.5K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-116- 1.15% |
$5.16K - $5.58K
|
10K
$526K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$657K - $710K
|
14.8K
$776K
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
24.3KNew |
$1.08M - $1.17M
|
24.3K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.84K+ 17.88% |
$127K - $137K
|
18.8K
$986K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.81K+ 40.38% |
$348K - $376K
|
27.2K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71M+ 102.57% |
$75.9M - $82.1M
|
3.37M
$177M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-817- 5.16% |
$36.4K - $39.3K
|
15K
$789K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 62.0% |
$139K - $151K
|
8.18K
$430K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.47KNew |
$199K - $215K
|
4.47K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
437K+ 369.98% |
$19.5M - $21M
|
555K
$29.2M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
846+ 2.42% |
$37.7K - $40.7K
|
35.8K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$201K - $217K
|
4.52K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-86.3K- 13.08% |
$3.84M - $4.15M
|
573K
$30.1M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-892- 16.65% |
$39.7K - $42.9K
|
4.47K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
29.2K+ 97.78% |
$1.3M - $1.41M
|
59.1K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
104K+ 140.34% |
$4.62M - $4.99M
|
178K
$9.34M
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.67K- 5.63% |
$163K - $176K
|
61.4K
$3.23M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.5K- 8.35% |
$468K - $505K
|
115K
$6.06M
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-119K- 5.01% |
$5.29M - $5.72M
|
2.25M
$118M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.49K+ 50.6% |
$244K - $264K
|
16.3K
$859K
|