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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
546New |
$25.2K - $28.9K
|
546
$36.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.15K+ 32.9% |
$192K - $220K
|
16.8K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
49New |
$2.26K - $2.6K
|
49
$3.24K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$58K - $66.6K
|
1.26K
$82.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$2.77K - $3.18K
|
60
$3.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25New |
$1.16K - $1.33K
|
25
$1.65K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.43KNew |
$205K - $235K
|
4.43K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
13.6KNew |
$629K - $722K
|
13.6K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.12KNew |
$97.9K - $112K
|
2.12K
$140K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.2KNew |
$657K - $754K
|
14.2K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-27- 0.14% |
$1.25K - $1.43K
|
19.7K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21.5K- 64.8% |
$993K - $1.14M
|
11.7K
$771K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.25K+ 11.3% |
$57.5K - $66K
|
12.3K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-100- 56.82% |
$4.62K - $5.3K
|
76
$5.02K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.02KNew |
$47.1K - $54.1K
|
1.02K
$67.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8KNew |
$370K - $424K
|
8K
$528K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.05% |
$139 - $159
|
6.04K
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
202New |
$9.33K - $10.7K
|
202
$13.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 164.0% |
$1.89K - $2.17K
|
66
$4.36K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.52K - $1.75K
|
33
$2.18K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365K- 54.96% |
$16.9M - $19.4M
|
299K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 21.15% |
$3.98M - $4.57M
|
493K
$32.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$554 - $636
|
12
$792
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-242- 5.57% |
$11.2K - $12.8K
|
4.1K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$29K - $33.3K
|
628
$41.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
545+ 0.93% |
$25.2K - $28.9K
|
59.2K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 28.94% |
$296K - $340K
|
15.8K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 6.6% |
$323 - $371
|
99
$6.54K
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-132- 1.8% |
$5.88K - $6.35K
|
7.2K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$204K - $220K
|
4.58K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$201K - $217K
|
4.52K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-279- 73.81% |
$12.4K - $13.4K
|
99
$6.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 42.53% |
$1.65K - $1.78K
|
50
$3.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
449New |
$20K - $21.6K
|
449
$29.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84.1K- 6.07% |
$3.75M - $4.05M
|
1.3M
$86M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-395- 1.49% |
$17.6K - $19K
|
26.1K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.79K+ 2.14% |
$79.7K - $86.1K
|
85.3K
$5.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37.8K- 67.41% |
$1.68M - $1.82M
|
18.3K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.45M- 93.48% |
$109M - $118M
|
171K
$11.3M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22.9KNew |
$1.02M - $1.1M
|
22.9K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
181New |
$8.06K - $8.71K
|
181
$12K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
248KNew |
$11.1M - $11.9M
|
248K
$16.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.8KNew |
$482K - $521K
|
10.8K
$715K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825New |
$36.7K - $39.7K
|
825
$54.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
650+ 12.1% |
$28.9K - $31.3K
|
6.02K
$398K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$70.5K - $76.2K
|
1.58K
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.14KNew |
$229K - $247K
|
5.14K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
684New |
$30.5K - $32.9K
|
684
$45.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
43.2KNew |
$1.92M - $2.08M
|
43.2K
$2.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.84K+ 27.28% |
$393K - $425K
|
41.2K
$2.72M
|
|