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 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
31.8KNew |
$1.47M - $1.68M
|
31.8K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.28K+ 12.27% |
$59.2K - $67.9K
|
11.7K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.14K+ 2.24% |
$52.6K - $60.3K
|
51.9K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$586K - $672K
|
12.7K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.07% |
$3.93K - $4.51K
|
7.86K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.32K+ 8.5% |
$246K - $282K
|
67.9K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-490- 4.1% |
$22.6K - $26K
|
11.5K
$594K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.12KNew |
$97.9K - $112K
|
2.12K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
70.8K+ 18.56% |
$3.27M - $3.76M
|
452K
$23.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.2KNew |
$657K - $754K
|
14.2K
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
61.6KNew |
$2.84M - $3.26M
|
61.6K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.58K+ 3.5% |
$258K - $296K
|
165K
$8.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.22KNew |
$241K - $277K
|
5.22K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$462 - $530
|
10
$518
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14.7K- 2.95% |
$681K - $781K
|
484K
$25.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
944+ 11.3% |
$43.6K - $50K
|
9.3K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.53K+ 20.88% |
$70.8K - $81.2K
|
8.87K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.31K+ 10.81% |
$384K - $441K
|
85.2K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.41K+ 37.43% |
$111K - $128K
|
8.84K
$458K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-89.8K- 88.73% |
$4.15M - $4.76M
|
11.4K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$612K - $702K
|
13.2K
$686K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
482K+ 14.34% |
$22.2M - $25.5M
|
3.84M
$199M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
852+ 0.84% |
$39.4K - $45.2K
|
103K
$5.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-45.4K- 13.19% |
$2.1M - $2.4M
|
299K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.24KNew |
$196K - $224K
|
4.24K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-44- 0.02% |
$2.03K - $2.33K
|
242K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.34K- 3.82% |
$154K - $177K
|
84.1K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-27- 0.14% |
$1.25K - $1.43K
|
19.7K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20.8K+ 1962.26% |
$961K - $1.1M
|
21.9K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-15.2K- 2.93% |
$702K - $806K
|
503K
$26.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.27K- 0.41% |
$105K - $120K
|
554K
$28.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
881K+ 28.08% |
$40.7M - $46.7M
|
4.02M
$208M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.92K+ 14.39% |
$227K - $261K
|
39.1K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.93K- 12.21% |
$89.3K - $102K
|
13.9K
$721K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$185 - $212
|
4
$207
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46.1K- 26.82% |
$2.13M - $2.44M
|
126K
$6.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
97.6KNew |
$4.51M - $5.17M
|
97.6K
$5.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.25K+ 11.3% |
$57.5K - $66K
|
12.3K
$636K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21.5K- 64.8% |
$993K - $1.14M
|
11.7K
$605K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
14.9K+ 132.89% |
$686K - $787K
|
26K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.25KNew |
$243K - $278K
|
5.25K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 40.88% |
$7M - $8.03M
|
522K
$27.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
66+ 0.84% |
$3.05K - $3.5K
|
7.92K
$411K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.78KNew |
$221K - $253K
|
4.78K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.66K+ 3.61% |
$400K - $459K
|
249K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-370- 4.74% |
$17.1K - $19.6K
|
7.44K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-48- 3.11% |
$2.22K - $2.54K
|
1.5K
$77.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.7K+ 123.17% |
$2.71M - $3.11M
|
106K
$5.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.1K+ 9.72% |
$880K - $1.01M
|
215K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.57K+ 6.62% |
$211K - $242K
|
73.6K
$3.82M
|