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 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.28K+ 2.29% |
$119K - $141K
|
102K
$6.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
131KNew |
$6.82M - $8.08M
|
131K
$8.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.04K+ 10.72% |
$106K - $126K
|
21K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.7KNew |
$193K - $229K
|
3.7K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11.7K+ 8.62% |
$613K - $727K
|
148K
$9.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.07K- 31.24% |
$212K - $252K
|
8.96K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
44+ 0.79% |
$2.3K - $2.72K
|
5.63K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.71% |
$7.83K - $9.28K
|
21K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 3.48% |
$714K - $847K
|
407K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-300- 6.55% |
$15.7K - $18.6K
|
4.28K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.1K+ 13.66% |
$528K - $627K
|
84.2K
$5.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.7K- 14.93% |
$141K - $167K
|
15.4K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.56KNew |
$499K - $592K
|
9.56K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 12.84% |
$565K - $670K
|
95.1K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.65K+ 24.5% |
$243K - $288K
|
23.6K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
4.5KNew |
$235K - $279K
|
4.5K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18.3K+ 7.63% |
$955K - $1.13M
|
258K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.41K+ 6.6% |
$230K - $273K
|
71.2K
$4.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.98K- 1.75% |
$103K - $122K
|
111K
$7.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
239+ 102.58% |
$12.5K - $14.8K
|
472
$31.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-142- 3.24% |
$7.41K - $8.79K
|
4.24K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.87KNew |
$202K - $240K
|
3.87K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
919+ 10.11% |
$48K - $56.9K
|
10K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.95KNew |
$310K - $368K
|
5.95K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
56.7K+ 596.36% |
$2.96M - $3.51M
|
66.2K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
124KNew |
$6.46M - $7.66M
|
124K
$8.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.73K+ 2.61% |
$90.1K - $107K
|
68K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.12K+ 26.7% |
$267K - $317K
|
24.3K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
28.8K+ 309.43% |
$1.5M - $1.78M
|
38.1K
$2.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45.6KNew |
$2.38M - $2.82M
|
45.6K
$3.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 2.01% |
$15.7K - $18.6K
|
14.6K
$964K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.51KNew |
$392K - $465K
|
7.51K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 9.45% |
$15K - $17.8K
|
2.76K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11.8KNew |
$614K - $728K
|
11.8K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-520- 0.63% |
$27.1K - $32.2K
|
81.4K
$5.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 2.44% |
$100K - $119K
|
80.5K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.4% |
$144K - $170K
|
23.7K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49+ 0.03% |
$2.56K - $3.03K
|
156K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.35KNew |
$279K - $331K
|
5.35K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
80+ 0.49% |
$4.18K - $4.95K
|
16.6K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
11+ 1.23% |
$574 - $681
|
908
$60K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-344- 0.5% |
$18K - $21.3K
|
69.1K
$4.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$181K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.62K+ 50.3% |
$294K - $348K
|
16.8K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-267- 2.14% |
$13.9K - $16.5K
|
12.2K
$808K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
192+ 45.18% |
$10K - $11.9K
|
617
$40.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 2.03% |
$66.2K - $78.5K
|
63.8K
$4.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-187- 0.18% |
$9.76K - $11.6K
|
104K
$6.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-417- 2.33% |
$21.8K - $25.8K
|
17.5K
$1.16M
|