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 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-312- 6.51% |
$13.9K - $15K
|
4.48K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.32KNew |
$281K - $304K
|
6.32K
$332K
|
|
Aug 14, 2024
Q2 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
18.7K+ 19.88% |
$834K - $901K
|
113K
$5.93M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$204K - $220K
|
4.58K
$241K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 6.29% |
$49.4K - $53.4K
|
18.7K
$985K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
688KNew |
$30.6M - $33.1M
|
688K
$36.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.2K- 1.5% |
$589K - $637K
|
871K
$45.8M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
324K+ 383.68% |
$14.4M - $15.6M
|
408K
$21.5M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 4.07% |
$158K - $171K
|
90.9K
$4.78M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 11.19% |
$4.74M - $5.13M
|
1.06M
$55.7M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 19.9% |
$58.2K - $62.9K
|
7.87K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-138K- 6.17% |
$6.13M - $6.62M
|
2.09M
$110M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75KNew |
$211K - $229K
|
4.75K
$250K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 42.53% |
$1.65K - $1.78K
|
50
$2.63K
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
319K+ 45.09% |
$14.2M - $15.3M
|
1.03M
$53.9M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.1K- 4.42% |
$1.03M - $1.11M
|
499K
$26.2M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
97.2K+ 17.03% |
$4.33M - $4.68M
|
668K
$35.1M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.94K+ 64.4% |
$354K - $382K
|
20.3K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242K+ 59.49% |
$10.8M - $11.7M
|
650K
$34.2M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28- 0.08% |
$1.25K - $1.35K
|
33.6K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
130K+ 68.71% |
$5.77M - $6.24M
|
318K
$16.7M
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.4MNew |
$107M - $115M
|
2.4M
$126M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39+ 27.86% |
$1.74K - $1.88K
|
179
$9.41K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.02K+ 7.65% |
$357K - $386K
|
113K
$5.94M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.67K+ 134.7% |
$74.5K - $80.5K
|
2.92K
$153K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
979KNew |
$43.6M - $47.1M
|
979K
$51.5M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
19.9K+ 102.68% |
$885K - $956K
|
39.2K
$2.06M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.7K+ 13.12% |
$75.8K - $81.9K
|
14.7K
$772K
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.66K+ 35.34% |
$341K - $368K
|
29.3K
$1.54M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25K+ 24.29% |
$1.11M - $1.2M
|
128K
$6.72M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-127K- 8.35% |
$5.67M - $6.13M
|
1.4M
$73.4M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.2K- 2.74% |
$541K - $585K
|
431K
$22.6M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
135K+ 4.3% |
$6.03M - $6.51M
|
3.29M
$173M
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
23.5K+ 2.08% |
$1.05M - $1.13M
|
1.15M
$60.7M
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.66K+ 2.44% |
$73.8K - $79.7K
|
69.5K
$3.65M
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-837- 6.14% |
$37.3K - $40.3K
|
12.8K
$672K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-279- 73.81% |
$12.4K - $13.4K
|
99
$5.2K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.1K+ 5.02% |
$1.16M - $1.26M
|
546K
$28.7M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.3K- 5.82% |
$370K - $399K
|
134K
$7.06M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.13K- 12.4% |
$228K - $247K
|
36.2K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
106+ 0.17% |
$4.72K - $5.1K
|
62.6K
$3.29M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 5.04% |
$195K - $210K
|
82.4K
$4.33M
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.62K- 0.11% |
$72.2K - $78K
|
1.5M
$78.6M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.31K+ 11.18% |
$147K - $159K
|
32.9K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-395- 1.49% |
$17.6K - $19K
|
26.1K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-23.8K- 3.66% |
$1.06M - $1.15M
|
627K
$32.9M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 7.94% |
$979 - $1.06K
|
299
$15.7K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
449New |
$20K - $21.6K
|
449
$23.6K
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
993+ 4.53% |
$44.2K - $47.8K
|
22.9K
$1.2M
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.1M+ 48.55% |
$48.9M - $52.8M
|
3.36M
$177M
|