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 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.98KNew |
$251K - $275K
|
6.98K
$464K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-7.18KClosed |
$257K - $282K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$53.3K - $61.2K
|
1.5K
$99.7K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.8KNew |
$382K - $438K
|
10.8K
$715K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12KNew |
$426K - $489K
|
12K
$798K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25.5KNew |
$906K - $1.04M
|
25.5K
$1.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
191New |
$6.79K - $7.79K
|
191
$12.7K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.53KNew |
$161K - $185K
|
4.53K
$301K
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-313Closed |
$10.5K - $12.2K
|
0
$0
|
|