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 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
850New |
$33.6K - $37.4K
|
850
$43.1K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-275K- 44.2% |
$9.93M - $11.3M
|
347K
$17.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 66.67% |
$794 - $907
|
11
$558
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 9.09% |
$3.61K - $4.12K
|
1K
$50.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
227New |
$8.2K - $9.36K
|
227
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
735New |
$26.5K - $30.3K
|
735
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$388K - $443K
|
10.8K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
73.5KNew |
$2.65M - $3.03M
|
73.5K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 26.25% |
$1.03M - $1.17M
|
79.8K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.77KNew |
$317K - $362K
|
8.77K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
168New |
$6.07K - $6.93K
|
168
$8.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 3.12% |
$154K - $175K
|
132K
$6.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
558New |
$20.1K - $23K
|
558
$28.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$72.2 - $82.5
|
2
$102
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
22New |
$794 - $907
|
22
$1.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
532New |
$19.2K - $21.9K
|
532
$27K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
154New |
$5.56K - $6.35K
|
154
$7.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-655- 9.98% |
$23.7K - $27K
|
5.91K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.8K+ 29000.0% |
$209K - $239K
|
5.82K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68MNew |
$60.5M - $69.1M
|
1.68M
$85.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.01K+ 2353.49% |
$36.5K - $41.7K
|
1.06K
$53.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180New |
$6.5K - $7.42K
|
180
$9.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.96KNew |
$179K - $204K
|
4.96K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.93MNew |
$69.5M - $79.4M
|
1.93M
$97.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 22.22% |
$1.01K - $1.15K
|
154
$7.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
17K+ 78.78% |
$613K - $700K
|
38.6K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
234New |
$8.45K - $9.65K
|
234
$11.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.88KNew |
$67.8K - $77.4K
|
1.88K
$95.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.1KNew |
$184K - $210K
|
5.1K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
155New |
$5.6K - $6.39K
|
155
$7.87K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.6M- 10.39% |
$57.8M - $66M
|
13.8M
$700M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-35- 0.4% |
$1.26K - $1.44K
|
8.65K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34New |
$1.23K - $1.4K
|
34
$1.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.25K- 57.05% |
$117K - $134K
|
2.44K
$124K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-876- 10.4% |
$31.6K - $36.1K
|
7.55K
$383K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-890- 5.2% |
$32.1K - $36.7K
|
16.2K
$823K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 41.22% |
$838K - $957K
|
33.1K
$1.68M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$3.59K - $3.85K
|
98
$4.97K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
14.8K+ 16.14% |
$544K - $583K
|
107K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-859- 1.2% |
$31.5K - $33.7K
|
70.8K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.34KNew |
$269K - $288K
|
7.34K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.29KNew |
$267K - $286K
|
7.29K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.55M- 98.33% |
$167M - $179M
|
77.1K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.44K- 25.0% |
$273K - $292K
|
22.3K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12.3KNew |
$451K - $483K
|
12.3K
$625K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-203- 78.68% |
$7.44K - $7.97K
|
55
$2.79K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$394K - $422K
|
10.8K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.2K+ 407.64% |
$117K - $126K
|
3.99K
$202K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 10.97% |
$143K - $153K
|
39.4K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 6.82% |
$15.3K - $16.3K
|
5.69K
$289K
|
|