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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 18.71% |
$54.7K - $59.1K
|
7.79K
$515K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.1KNew |
$138K - $149K
|
3.1K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.62K+ 14.93% |
$117K - $126K
|
20.1K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 1.2% |
$223 - $241
|
420
$27.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
140New |
$6.23K - $6.74K
|
140
$9.25K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35New |
$1.56K - $1.68K
|
35
$2.31K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 16.6% |
$673K - $751K
|
85.7K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
134New |
$5.29K - $5.9K
|
134
$8.85K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 71.52% |
$417K - $465K
|
25.3K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.15KNew |
$361K - $403K
|
9.15K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 11.48% |
$580K - $647K
|
113K
$7.48M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
22.8KNew |
$900K - $1M
|
22.8K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-89- 1.44% |
$3.51K - $3.92K
|
6.11K
$403K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 42.86% |
$8.89K - $9.91K
|
300
$19.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 17.44% |
$1.78K - $1.98K
|
303
$20K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.03KNew |
$198K - $221K
|
5.03K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$44.5K - $49.6K
|
1.13K
$74.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15.9K- 30.11% |
$627K - $699K
|
36.9K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 4.27% |
$194K - $216K
|
120K
$7.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61New |
$2.41K - $2.69K
|
61
$4.03K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55.1K- 15.56% |
$2.18M - $2.43M
|
299K
$19.7M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
13.4K+ 153.56% |
$528K - $589K
|
22.1K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
50.6KNew |
$2M - $2.23M
|
50.6K
$3.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
174New |
$6.87K - $7.66K
|
174
$11.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 49.02% |
$3.95K - $4.41K
|
104
$6.87K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 66.67% |
$794 - $907
|
11
$726
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 9.09% |
$3.61K - $4.12K
|
1K
$66K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
227New |
$8.2K - $9.36K
|
227
$15K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$388K - $443K
|
10.8K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.77KNew |
$317K - $362K
|
8.77K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
73.5KNew |
$2.65M - $3.03M
|
73.5K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
168New |
$6.07K - $6.93K
|
168
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
735New |
$26.5K - $30.3K
|
735
$48.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$72.2 - $82.5
|
2
$132
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 3.12% |
$154K - $175K
|
132K
$8.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
22New |
$794 - $907
|
22
$1.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
558New |
$20.1K - $23K
|
558
$36.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
532New |
$19.2K - $21.9K
|
532
$35.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.8K+ 29000.0% |
$209K - $239K
|
5.82K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-655- 9.98% |
$23.7K - $27K
|
5.91K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68MNew |
$60.5M - $69.1M
|
1.68M
$111M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180New |
$6.5K - $7.42K
|
180
$11.9K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
234New |
$8.45K - $9.65K
|
234
$15.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.88KNew |
$67.8K - $77.4K
|
1.88K
$124K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.1KNew |
$184K - $210K
|
5.1K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
155New |
$5.6K - $6.39K
|
155
$10.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-35- 0.4% |
$1.26K - $1.44K
|
8.65K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34New |
$1.23K - $1.4K
|
34
$2.25K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-876- 10.4% |
$31.6K - $36.1K
|
7.55K
$499K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-890- 5.2% |
$32.1K - $36.7K
|
16.2K
$1.07M
|
|