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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-100- 0.97% |
$5.22K - $6.19K
|
10.2K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.5K+ 89.45% |
$601K - $713K
|
24.4K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15.4K+ 99.86% |
$804K - $953K
|
30.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.7KNew |
$1.81M - $2.15M
|
34.7K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.78K+ 66.32% |
$250K - $296K
|
12K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
106+ 0.51% |
$5.53K - $6.56K
|
21K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$5.22K - $6.19K
|
100
$6.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.7K+ 410.02% |
$3.69M - $4.37M
|
87.9K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.17K- 24.21% |
$61.1K - $72.5K
|
3.67K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.02K+ 13.32% |
$419K - $496K
|
68.2K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.98K- 37.4% |
$469K - $556K
|
15K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.6KNew |
$2.9M - $3.44M
|
55.6K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.51K- 7.35% |
$78.8K - $93.5K
|
19K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.5K- 1.43% |
$78.4K - $93K
|
104K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.67K+ 11.25% |
$296K - $351K
|
56.1K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.15K+ 1.95% |
$60.1K - $71.3K
|
60.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 22.14% |
$634K - $751K
|
67K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.39K- 8.38% |
$72.3K - $85.8K
|
15.2K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
549+ 12.65% |
$28.7K - $34K
|
4.89K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-502- 6.82% |
$26.2K - $31.1K
|
6.86K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-31.6K- 99.59% |
$1.65M - $1.95M
|
130
$8.59K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-138- 47.92% |
$7.2K - $8.54K
|
150
$9.91K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.06K+ 5.83% |
$264K - $313K
|
91.9K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
102K+ 9.95% |
$5.34M - $6.33M
|
1.13M
$74.7M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
213K+ 348.02% |
$11.1M - $13.2M
|
274K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 16.77% |
$170K - $202K
|
22.7K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.31K- 3.03% |
$120K - $143K
|
73.7K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 4.04% |
$9.45K - $11.2K
|
4.3K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
753+ 3.52% |
$39.3K - $46.6K
|
22.2K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 16.14% |
$421K - $499K
|
41.9K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.24K- 0.94% |
$117K - $139K
|
236K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.71K+ 3.79% |
$246K - $291K
|
129K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.5K+ 68.56% |
$4.46M - $5.29M
|
210K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.3K- 30.4% |
$592K - $702K
|
26K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.8K+ 124.95% |
$719K - $853K
|
24.8K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 16.57% |
$1.24M - $1.47M
|
167K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
346KNew |
$18.1M - $21.4M
|
346K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.61K+ 36.5% |
$83.9K - $99.5K
|
6.01K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-2.19K- 12.61% |
$114K - $135K
|
15.2K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181K+ 16.1% |
$9.42M - $11.2M
|
1.3M
$86M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 0.86% |
$15.7K - $18.6K
|
34.6K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
734+ 205.03% |
$38.3K - $45.4K
|
1.09K
$72.1K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12.1K+ 68.1% |
$633K - $750K
|
29.9K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 2.35% |
$60K - $71.2K
|
47.7K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 1.61% |
$54.3K - $64.4K
|
65.6K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
85+ 0.12% |
$4.44K - $5.26K
|
68.5K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-600- 4.69% |
$31.3K - $37.1K
|
12.2K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
379K+ 65.52% |
$19.8M - $23.5M
|
959K
$63.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 13.72% |
$93.8K - $111K
|
11.3K
$747K
|