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 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.43KNew |
$205K - $235K
|
4.43K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-767- 3.96% |
$35.4K - $40.7K
|
18.6K
$945K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.3K- 19.66% |
$2M - $2.29M
|
177K
$8.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30.2K+ 30.25% |
$1.4M - $1.6M
|
130K
$6.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.2K+ 0.91% |
$55.5K - $63.7K
|
133K
$6.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 3.64% |
$693 - $795
|
427
$21.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
49New |
$2.26K - $2.6K
|
49
$2.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.67K- 2.73% |
$77.1K - $88.4K
|
59.4K
$3.01M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$58K - $66.6K
|
1.26K
$63.8K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.15K- 2.8% |
$238K - $273K
|
178K
$9.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 21.79% |
$1.8K - $2.07K
|
140
$7.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 15.54% |
$11M - $12.7M
|
1.77M
$90.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.23KNew |
$242K - $277K
|
5.23K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$2.77K - $3.18K
|
60
$3.05K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25New |
$1.16K - $1.33K
|
25
$1.27K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9K+ 18.26% |
$687K - $788K
|
96.3K
$4.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181KNew |
$8.35M - $9.58M
|
181K
$9.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.8K- 5.06% |
$868K - $996K
|
352K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-254- 0.52% |
$11.7K - $13.5K
|
48.4K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.09K+ 134.9% |
$50.4K - $57.8K
|
1.9K
$96.3K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70.8K+ 443.98% |
$3.27M - $3.75M
|
86.8K
$4.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.64MNew |
$260M - $299M
|
5.64M
$286M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.35K+ 8.38% |
$109K - $125K
|
30.4K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.11K- 0.35% |
$51.3K - $58.8K
|
315K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.09K- 2.47% |
$96.7K - $111K
|
82.5K
$4.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
122+ 1.18% |
$5.64K - $6.47K
|
10.5K
$532K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-161- 0.84% |
$7.44K - $8.53K
|
19K
$965K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.9K- 33.2% |
$134K - $154K
|
5.84K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.4K- 24.26% |
$342K - $392K
|
23.1K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-291- 2.27% |
$13.4K - $15.4K
|
12.5K
$635K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.7KNew |
$541K - $620K
|
11.7K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.8K+ 8.11% |
$2.95M - $3.38M
|
850K
$43.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.39K+ 97.13% |
$64.2K - $73.7K
|
2.82K
$143K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
4.24KNew |
$196K - $225K
|
4.24K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.01K+ 15.06% |
$46.7K - $53.6K
|
7.73K
$392K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 4.26% |
$133K - $152K
|
64.5K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58.3K+ 131.78% |
$2.7M - $3.09M
|
103K
$5.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.22K+ 11.12% |
$103K - $118K
|
22.2K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
13.6KNew |
$629K - $722K
|
13.6K
$691K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 2.43% |
$86.6K - $99.3K
|
75.4K
$3.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-55- 1.15% |
$2.54K - $2.92K
|
4.72K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-614- 10.08% |
$28.4K - $32.5K
|
5.48K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.46KNew |
$67.3K - $77.2K
|
1.46K
$74K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11K- 15.54% |
$509K - $585K
|
59.9K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
31.8KNew |
$1.47M - $1.68M
|
31.8K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.28K+ 12.27% |
$59.2K - $67.9K
|
11.7K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.14K+ 2.24% |
$52.6K - $60.3K
|
51.9K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$586K - $672K
|
12.7K
$643K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.07% |
$3.93K - $4.51K
|
7.86K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.32K+ 8.5% |
$246K - $282K
|
67.9K
$3.45M
|