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 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.12K+ 26.57% |
$66K - $76.1K
|
5.33K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.68K+ 2.33% |
$570K - $658K
|
425K
$28.1M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
3+ 0.34% |
$177 - $204
|
874
$57.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
25K+ 11.15% |
$1.47M - $1.7M
|
249K
$16.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.07K- 6.48% |
$476K - $548K
|
116K
$7.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.6K+ 720.8% |
$566K - $653K
|
10.9K
$722K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.05K- 5.87% |
$298K - $343K
|
81K
$5.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.39K- 22.45% |
$81.7K - $94.2K
|
4.79K
$316K
|
|
|
Jul 03, 2025
Q2 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
20K+ 10.86% |
$1.18M - $1.36M
|
204K
$13.5M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-485- 2.59% |
$28.6K - $33K
|
18.3K
$1.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 20.04% |
$61.7K - $71.2K
|
6.27K
$414K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2KNew |
$895K - $1.03M
|
15.2K
$1M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
55.4K+ 11.78% |
$3.27M - $3.77M
|
526K
$34.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-14.4K- 21.99% |
$851K - $981K
|
51.2K
$3.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 1.14% |
$122K - $141K
|
183K
$12.1M
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.06KNew |
$160K - $189K
|
3.06K
$202K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.51K- 1.21% |
$78.5K - $93.1K
|
123K
$8.09M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
60+ 0.09% |
$3.13K - $3.71K
|
66.5K
$4.39M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.3K+ 19.07% |
$68K - $80.6K
|
8.13K
$537K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.78K+ 1.38% |
$93.1K - $110K
|
131K
$8.64M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.12K+ 76.37% |
$371K - $440K
|
16.4K
$1.09M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.2K+ 27968.87% |
$2.2M - $2.61M
|
42.4K
$2.8M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.3K- 8.67% |
$225K - $266K
|
45.3K
$2.99M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-82.1K- 5.06% |
$4.28M - $5.08M
|
1.54M
$102M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-6.66K- 29.26% |
$348K - $412K
|
16.1K
$1.06M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.53K- 1.47% |
$445K - $528K
|
571K
$37.7M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
488+ 8.94% |
$25.5K - $30.2K
|
5.95K
$393K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
147+ 0.12% |
$7.67K - $9.1K
|
119K
$7.88M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
726+ 11.41% |
$37.9K - $44.9K
|
7.09K
$468K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
56.6K+ 124.66% |
$2.95M - $3.5M
|
102K
$6.74M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.65M- 41.45% |
$138M - $164M
|
3.74M
$247M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-285K- 90.71% |
$14.9M - $17.7M
|
29.2K
$1.93M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$6.6K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16New |
$835 - $990
|
16
$1.06K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.28K+ 112.41% |
$119K - $141K
|
4.31K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.1K+ 0.77% |
$266K - $316K
|
671K
$44.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
91+ 1.81% |
$4.75K - $5.63K
|
5.13K
$339K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3K+ 174.81% |
$2.78M - $3.3M
|
83.8K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.27% |
$887 - $1.05K
|
6.31K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.79M+ 38.14% |
$93.2M - $111M
|
6.47M
$427M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
776K+ 11.06% |
$40.5M - $48M
|
7.79M
$514M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
60+ 0.32% |
$3.13K - $3.71K
|
18.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.88K+ 77.1% |
$359K - $426K
|
15.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 71.25% |
$146K - $173K
|
6.71K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 16.63% |
$6.66M - $7.9M
|
895K
$59.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 48.25% |
$237K - $280K
|
13.9K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.2K+ 75.49% |
$638K - $757K
|
28.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4KNew |
$73.1K - $86.6K
|
1.4K
$92.5K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.11K- 0.45% |
$110K - $131K
|
472K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
29.3K+ 9.7% |
$1.53M - $1.81M
|
332K
$21.9M
|
|