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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.2KNew |
$2.32M - $2.66M
|
50.2K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12.8KNew |
$593K - $680K
|
12.8K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.45% |
$11.3K - $13K
|
9.76K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.4K+ 183.64% |
$1.59M - $1.82M
|
53.2K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
686+ 5.67% |
$31.7K - $36.4K
|
12.8K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
86.3KNew |
$3.99M - $4.57M
|
86.3K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7K+ 3.17% |
$631K - $724K
|
444K
$23M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6K+ 7.87% |
$73.7K - $84.6K
|
21.9K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 17.68% |
$66.8K - $76.7K
|
9.62K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
145+ 0.77% |
$6.7K - $7.69K
|
18.9K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
73K+ 12.04% |
$3.37M - $3.87M
|
680K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 1.41% |
$69.8K - $80K
|
105K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-501- 1.35% |
$23.1K - $26.6K
|
36.5K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20+ 0.75% |
$924 - $1.06K
|
2.7K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.93K+ 5.98% |
$228K - $261K
|
87.3K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.58K- 5.72% |
$166K - $190K
|
59.1K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 1.32% |
$647K - $742K
|
1.04M
$54.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-233K- 35.9% |
$10.8M - $12.4M
|
417K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.32K+ 13.11% |
$199K - $229K
|
37.2K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.45K- 1.21% |
$66.8K - $76.6K
|
118K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-48.8K- 19.93% |
$2.25M - $2.59M
|
196K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14K+ 33.71% |
$647K - $742K
|
55.5K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
65+ 21.74% |
$3K - $3.45K
|
364
$18.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.6KNew |
$488K - $560K
|
10.6K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20.8K- 14.9% |
$960K - $1.1M
|
119K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-719- 4.71% |
$33.2K - $38.1K
|
14.5K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214K+ 1541.03% |
$9.87M - $11.3M
|
227K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
131K+ 8398.65% |
$6.04M - $6.93M
|
132K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.15K+ 32.9% |
$192K - $220K
|
16.8K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
247K+ 36.99% |
$11.4M - $13.1M
|
915K
$47.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 0.94% |
$47.7K - $54.7K
|
108K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.6KNew |
$488K - $560K
|
10.6K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.89M+ 5727072.5% |
$87.3M - $100M
|
1.89M
$98M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25.8K- 2.86% |
$1.19M - $1.37M
|
874K
$45.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-32.8K- 48.05% |
$1.51M - $1.74M
|
35.4K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-19.7K- 46.26% |
$908K - $1.04M
|
22.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-252K- 18.01% |
$11.6M - $13.3M
|
1.15M
$59.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
546New |
$25.2K - $28.9K
|
546
$28.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
244+ 2.52% |
$11.3K - $12.9K
|
9.93K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-148- 2.27% |
$6.84K - $7.85K
|
6.36K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 185.14% |
$674K - $773K
|
22.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
553+ 0.49% |
$25.5K - $29.3K
|
113K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.6K+ 42.97% |
$212K - $244K
|
15.3K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.5K+ 121.67% |
$806K - $925K
|
31.8K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
565+ 0.67% |
$26.1K - $30K
|
85.1K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.7K+ 11.04% |
$309K - $355K
|
67.3K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-82- 4.61% |
$3.79K - $4.35K
|
1.7K
$87.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
277K+ 50.83% |
$12.8M - $14.7M
|
823K
$42.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78.9K+ 156.49% |
$3.64M - $4.18M
|
129K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-497- 3.31% |
$23K - $26.3K
|
14.5K
$752K
|