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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$6.24K - $6.84K
|
174
$10.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-320- 9.58% |
$11.5K - $12.6K
|
3.02K
$176K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
50.2K+ 903.8% |
$1.8M - $1.97M
|
55.8K
$3.24M
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-29- 0.01% |
$1.04K - $1.14K
|
312K
$18.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
10.1K+ 3.78% |
$364K - $399K
|
279K
$16.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5K- 43.13% |
$1.02M - $1.12M
|
37.6K
$2.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.8K- 61.34% |
$530K - $581K
|
9.31K
$541K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.4KClosed |
$516K - $565K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-20.3KClosed |
$730K - $799K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
837New |
$30K - $32.9K
|
837
$48.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-900- 52.69% |
$32.3K - $35.4K
|
808
$47K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-146KClosed |
$5.25M - $5.75M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
23.4KNew |
$840K - $920K
|
23.4K
$1.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41New |
$1.47K - $1.61K
|
41
$2.38K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
47New |
$1.69K - $1.85K
|
47
$2.73K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
7.46KNew |
$268K - $293K
|
7.46K
$434K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$198K - $217K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.44K+ 22.98% |
$124K - $135K
|
18.4K
$1.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25.4KNew |
$910K - $997K
|
25.4K
$1.47M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
226KNew |
$8.12M - $8.9M
|
226K
$13.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 98.5% |
$9.4K - $10.3K
|
4
$232
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$789 - $865
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.98KNew |
$251K - $275K
|
6.98K
$406K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-7.18KClosed |
$257K - $282K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.93KClosed |
$320K - $351K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24KNew |
$853K - $979K
|
24K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$53.3K - $61.2K
|
1.5K
$87.2K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.8KNew |
$382K - $438K
|
10.8K
$625K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12KNew |
$426K - $489K
|
12K
$697K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25.5KNew |
$906K - $1.04M
|
25.5K
$1.48M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
191New |
$6.79K - $7.79K
|
191
$11.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14.4KNew |
$512K - $587K
|
14.4K
$837K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.53KNew |
$161K - $185K
|
4.53K
$263K
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-313Closed |
$10.5K - $12.2K
|
0
$0
|
|