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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
11.1K+ 137.53% |
$496K - $536K
|
19.2K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.05K+ 3.03% |
$314K - $339K
|
240K
$12.6M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 32.97% |
$48.1K - $52K
|
2.2K
$115K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.03K+ 15.68% |
$90.5K - $97.8K
|
15K
$788K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 7.24% |
$269K - $290K
|
77.3K
$4.06M
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
372+ 4.44% |
$16.6K - $17.9K
|
8.75K
$460K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19K+ 133.73% |
$845K - $913K
|
33.2K
$1.74M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 33.26% |
$530K - $572K
|
47.7K
$2.5M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
413+ 5.59% |
$18.4K - $19.9K
|
7.81K
$410K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
248KNew |
$11.1M - $11.9M
|
248K
$13M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-112K- 23.21% |
$4.99M - $5.39M
|
371K
$19.5M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 3.36% |
$74K - $80K
|
47.8K
$2.51M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.5K- 8.01% |
$111K - $120K
|
28.7K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.09M- 95.34% |
$48.7M - $52.6M
|
53.4K
$2.81M
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
48.9KNew |
$2.18M - $2.35M
|
48.9K
$2.57M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.61K+ 2.39% |
$71.8K - $77.6K
|
69.1K
$3.63M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 14.86% |
$55.7K - $60.2K
|
9.68K
$509K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825New |
$36.7K - $39.7K
|
825
$43.4K
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
134K+ 14.65% |
$5.98M - $6.46M
|
1.05M
$55.2M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.95K+ 21.9% |
$309K - $334K
|
38.7K
$2.03M
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-8.44K- 4.73% |
$376K - $406K
|
170K
$8.94M
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-513- 9.71% |
$22.8K - $24.7K
|
4.77K
$251K
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-37.8K- 9.9% |
$1.68M - $1.82M
|
344K
$18.1M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.06K- 28.62% |
$270K - $291K
|
15.1K
$794K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133K+ 56.33% |
$5.94M - $6.42M
|
370K
$19.5M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-270K- 65.78% |
$12M - $13M
|
141K
$7.39M
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
643+ 0.66% |
$28.6K - $30.9K
|
97.4K
$5.12M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$561K - $607K
|
12.6K
$663K
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
650+ 12.1% |
$28.9K - $31.3K
|
6.02K
$316K
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-33.3K- 52.19% |
$1.48M - $1.6M
|
30.5K
$1.6M
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.57K+ 8.37% |
$292K - $316K
|
85.1K
$4.47M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 198.38% |
$235K - $254K
|
7.94K
$417K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-16.1K- 17.32% |
$717K - $775K
|
76.9K
$4.04M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.36K- 5.25% |
$194K - $210K
|
78.8K
$4.14M
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.05% |
$67.7K - $73.2K
|
72.7K
$3.82M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.14KNew |
$229K - $247K
|
5.14K
$270K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$70.5K - $76.2K
|
1.58K
$83.2K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.24K+ 70.31% |
$144K - $156K
|
7.86K
$413K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.08K+ 15.7% |
$48.2K - $52.1K
|
7.98K
$420K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.3K+ 37.98% |
$102K - $111K
|
8.36K
$439K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.14K- 15.77% |
$50.8K - $54.9K
|
6.09K
$320K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-520K- 89.3% |
$23.2M - $25M
|
62.3K
$3.28M
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
4.73K+ 0.92% |
$211K - $228K
|
519K
$27.3M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.52K- 6.8% |
$246K - $266K
|
75.7K
$3.98M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
108KNew |
$4.81M - $5.2M
|
108K
$5.68M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
92.7KNew |
$4.13M - $4.46M
|
92.7K
$4.87M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
684New |
$30.5K - $32.9K
|
684
$36K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$193K - $209K
|
4.34K
$228K
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-21- 0.32% |
$935 - $1.01K
|
6.57K
$345K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.23K+ 1.4% |
$99.2K - $107K
|
162K
$8.49M
|