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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.39K - $1.56K
|
86
$5.72K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.89KNew |
$255K - $286K
|
7.89K
$525K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.64K+ 10.86% |
$85.3K - $95.6K
|
26.9K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.9K+ 19.01% |
$61.5K - $68.9K
|
11.9K
$792K
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.38K- 19.19% |
$271K - $303K
|
35.3K
$2.34M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20New |
$646 - $724
|
20
$1.33K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
13New |
$420 - $470
|
13
$864
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23New |
$742 - $825
|
23
$1.53K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 9.05% |
$580 - $646
|
217
$14.4K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
116New |
$3.74K - $4.16K
|
116
$7.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-254K- 91.3% |
$8.18M - $9.1M
|
24.2K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
84New |
$2.71K - $3.01K
|
84
$5.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-500- 9.3% |
$16.1K - $17.9K
|
4.88K
$324K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.4KNew |
$77.4K - $86.1K
|
2.4K
$160K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
35.3KNew |
$1.14M - $1.27M
|
35.3K
$2.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
126K+ 3.58% |
$4.06M - $4.52M
|
3.64M
$242M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
133K+ 2.32% |
$4.29M - $4.77M
|
5.86M
$389M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-86.1K- 99.99% |
$2.78M - $3.09M
|
7
$465
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$34.4K - $38.3K
|
1.07K
$71K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
43.6KNew |
$1.41M - $1.57M
|
43.6K
$2.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-199K- 58.92% |
$6.42M - $7.14M
|
139K
$9.23M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26New |
$838 - $933
|
26
$1.73K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.34KClosed |
$227K - $249K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.64KNew |
$202K - $222K
|
5.64K
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-145Closed |
$5.2K - $5.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-44Closed |
$1.58K - $1.73K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.37KNew |
$49.2K - $53.9K
|
1.37K
$91.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50Closed |
$1.79K - $1.97K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-72- 3.84% |
$2.58K - $2.83K
|
1.8K
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
36.9KNew |
$1.32M - $1.45M
|
36.9K
$2.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.64K+ 2.6% |
$59K - $64.6K
|
64.9K
$4.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-43.1K- 86.55% |
$1.55M - $1.7M
|
6.71K
$446K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
697New |
$25K - $27.4K
|
697
$46.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$6.24K - $6.84K
|
174
$11.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
50.2K+ 903.8% |
$1.8M - $1.97M
|
55.8K
$3.71M
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-29- 0.01% |
$1.04K - $1.14K
|
312K
$20.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
10.1K+ 3.78% |
$364K - $399K
|
279K
$18.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5K- 43.13% |
$1.02M - $1.12M
|
37.6K
$2.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.8K- 61.34% |
$530K - $581K
|
9.31K
$619K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-20.3KClosed |
$730K - $799K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.4KClosed |
$516K - $565K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
837New |
$30K - $32.9K
|
837
$55.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-900- 52.69% |
$32.3K - $35.4K
|
808
$53.7K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
23.4KNew |
$840K - $920K
|
23.4K
$1.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41New |
$1.47K - $1.61K
|
41
$2.73K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$198K - $217K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
7.46KNew |
$268K - $293K
|
7.46K
$496K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25.4KNew |
$910K - $997K
|
25.4K
$1.69M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$789 - $865
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 98.5% |
$9.4K - $10.3K
|
4
$266
|
|