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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 41.22% |
$838K - $957K
|
33.1K
$2.19M
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
14.8K+ 16.14% |
$544K - $583K
|
107K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.34KNew |
$269K - $288K
|
7.34K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.29KNew |
$267K - $286K
|
7.29K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.55M- 98.33% |
$167M - $179M
|
77.1K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-859- 1.2% |
$31.5K - $33.7K
|
70.8K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12.3KNew |
$451K - $483K
|
12.3K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.44K- 25.0% |
$273K - $292K
|
22.3K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$394K - $422K
|
10.8K
$710K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.2K+ 407.64% |
$117K - $126K
|
3.99K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 6.82% |
$15.3K - $16.3K
|
5.69K
$376K
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.5KNew |
$640K - $686K
|
17.5K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.48K- 30.55% |
$90.8K - $97.3K
|
5.63K
$372K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-61- 0.85% |
$2.24K - $2.39K
|
7.1K
$469K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
6.74KNew |
$247K - $265K
|
6.74K
$445K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-703- 5.75% |
$25.8K - $27.6K
|
11.5K
$762K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.7K+ 471.47% |
$62.4K - $66.8K
|
2.06K
$136K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-980- 14.98% |
$35.9K - $38.5K
|
5.56K
$367K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
140KNew |
$5.15M - $5.51M
|
140K
$9.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 366.67% |
$403 - $432
|
14
$925
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
445+ 3.41% |
$16.3K - $17.5K
|
13.5K
$890K
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65.5KNew |
$2.4M - $2.57M
|
65.5K
$4.32M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 87.49% |
$51.3K - $54.9K
|
200
$13.2K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
804New |
$30.4K - $32.7K
|
804
$53.1K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
127New |
$4.81K - $5.17K
|
127
$8.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6.5K+ 21.1% |
$246K - $264K
|
37.3K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-32.4K- 7.0% |
$1.23M - $1.32M
|
430K
$28.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.22KNew |
$46.1K - $49.5K
|
1.22K
$80.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
23.2KNew |
$880K - $945K
|
23.2K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.42KNew |
$243K - $261K
|
6.42K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
50+ 0.42% |
$1.89K - $2.03K
|
11.9K
$789K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.39% |
$303 - $325
|
2.06K
$136K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.28K+ 1.95% |
$48.3K - $51.9K
|
66.7K
$4.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
72.6KNew |
$2.75M - $2.95M
|
72.6K
$4.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
311+ 777.5% |
$11.8K - $12.6K
|
351
$23.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
28.7KNew |
$1.09M - $1.17M
|
28.7K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.06K+ 12.64% |
$154K - $165K
|
36.2K
$2.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
47New |
$1.78K - $1.91K
|
47
$3.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48- 6.76% |
$1.82K - $1.95K
|
662
$43.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 0.43% |
$4.81K - $5.17K
|
29.4K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-45- 0.68% |
$1.7K - $1.83K
|
6.55K
$433K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
211New |
$7.99K - $8.58K
|
211
$13.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.86K- 20.7% |
$70.4K - $75.6K
|
7.12K
$470K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
32.3K+ 15.5% |
$1.22M - $1.31M
|
240K
$15.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
351New |
$13.3K - $14.3K
|
351
$23.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.19KNew |
$222K - $245K
|
6.19K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
511New |
$18.4K - $20.3K
|
511
$33.7K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.22KNew |
$188K - $207K
|
5.22K
$344K
|
|