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 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
33New |
$1.47K - $1.59K
|
33
$1.73K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.56% |
$57.6K - $62.3K
|
84.5K
$4.44M
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.39K- 4.5% |
$151K - $163K
|
72K
$3.79M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
15K+ 0.93% |
$670K - $724K
|
1.63M
$85.9M
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9K- 17.81% |
$401K - $433K
|
41.5K
$2.18M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 7.86% |
$191K - $207K
|
50.4K
$2.65M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-150- 12.4% |
$6.68K - $7.22K
|
1.06K
$55.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.54K- 10.2% |
$380K - $411K
|
75.2K
$3.95M
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-29.5K- 8.53% |
$1.31M - $1.42M
|
316K
$16.6M
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
604+ 1.02% |
$26.9K - $29.1K
|
59.6K
$3.13M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.04K+ 9.37% |
$46.1K - $49.8K
|
12.1K
$636K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84.1K- 6.07% |
$3.75M - $4.05M
|
1.3M
$68.4M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 3.9% |
$65.8K - $71.1K
|
36.4K
$1.91M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-741- 7.11% |
$33K - $35.6K
|
9.69K
$509K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-235- 0.83% |
$10.5K - $11.3K
|
28.1K
$1.47M
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-2.49K- 11.36% |
$111K - $120K
|
19.4K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 0.49% |
$44.7K - $48.4K
|
205K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
207K+ 1543.87% |
$9.21M - $9.95M
|
220K
$11.6M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.55K+ 12.75% |
$336K - $363K
|
66.8K
$3.51M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
157New |
$6.99K - $7.55K
|
157
$8.25K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.1K- 10.85% |
$316K - $342K
|
58.4K
$3.07M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-490- 2.29% |
$21.8K - $23.6K
|
21K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.47K- 49.5% |
$333K - $360K
|
7.62K
$401K
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 1.48% |
$44.5K - $48.1K
|
66.5K
$3.5M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.68K- 3.78% |
$74.6K - $80.6K
|
42.7K
$2.24M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.8K- 96.31% |
$479K - $517K
|
412
$21.7K
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-17K- 17.04% |
$757K - $818K
|
82.7K
$4.35M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
231+ 17.61% |
$10.3K - $11.1K
|
1.54K
$81.1K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
604+ 0.86% |
$26.9K - $29.1K
|
71K
$3.73M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9KNew |
$532K - $575K
|
11.9K
$628K
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.09K+ 1.9% |
$48.7K - $52.6K
|
58.6K
$3.08M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.11K+ 63.23% |
$361K - $390K
|
20.9K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
95+ 0.5% |
$4.23K - $4.57K
|
19.2K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.09K+ 64.47% |
$182K - $197K
|
10.4K
$549K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.28K- 10.0% |
$56.8K - $61.3K
|
11.5K
$603K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.21K+ 6.16% |
$276K - $299K
|
107K
$5.62M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
716+ 1.06% |
$31.9K - $34.4K
|
68.4K
$3.59M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 2.66% |
$48.1K - $52K
|
41.7K
$2.19M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 6.34% |
$104K - $113K
|
39.2K
$2.06M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.79K+ 2.14% |
$79.7K - $86.1K
|
85.3K
$4.48M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
649+ 4.44% |
$28.9K - $31.2K
|
15.3K
$802K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.07K- 1.24% |
$47.4K - $51.2K
|
84.6K
$4.45M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 3.03% |
$93.8K - $101K
|
67.4K
$3.54M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 18.16% |
$5.38M - $5.81M
|
786K
$41.3M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.3K- 2.28% |
$57.8K - $62.5K
|
55.6K
$2.92M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
18.9KNew |
$842K - $910K
|
18.9K
$994K
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
985+ 2.23% |
$43.9K - $47.4K
|
45.2K
$2.38M
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37.8K- 67.41% |
$1.68M - $1.82M
|
18.3K
$961K
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.78K+ 1.4% |
$168K - $182K
|
274K
$14.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 1.34% |
$903K - $976K
|
1.54M
$80.7M
|