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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
108K+ 19.31% |
$5.64M - $6.68M
|
667K
$44.1M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
24.6K+ 17.95% |
$1.28M - $1.52M
|
162K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-255- 22.14% |
$13.3K - $15.8K
|
897
$59.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400K- 19.3% |
$20.9M - $24.7M
|
1.67M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7KNew |
$88.9K - $105K
|
1.7K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
18.3K+ 319.93% |
$953K - $1.13M
|
24K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.87KNew |
$306K - $363K
|
5.87K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-462K- 12.96% |
$24.1M - $28.6M
|
3.1M
$205M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 4.0% |
$150K - $178K
|
74.7K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
93K+ 11.06% |
$4.85M - $5.75M
|
933K
$61.6M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.92K+ 9.02% |
$309K - $367K
|
71.6K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.92K+ 99.46% |
$152K - $181K
|
5.86K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.38K+ 11.03% |
$177K - $209K
|
34.1K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 1.88% |
$67.3K - $79.8K
|
67.3K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-59.8K- 8.17% |
$3.12M - $3.7M
|
672K
$44.4M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
240K+ 3.64% |
$12.5M - $14.9M
|
6.84M
$452M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 2.57% |
$58.9K - $69.9K
|
42.8K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
455KNew |
$23.7M - $28.2M
|
455K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-379K- 27.56% |
$19.8M - $23.5M
|
997K
$65.8M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-800- 2.22% |
$41.8K - $49.5K
|
35.3K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
645K+ 88.58% |
$33.7M - $39.9M
|
1.37M
$90.7M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.07K+ 1.78% |
$108K - $128K
|
118K
$7.82M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
80.1K+ 110.18% |
$4.18M - $4.96M
|
153K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.7K- 2.92% |
$193K - $229K
|
123K
$8.13M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.96K+ 1.61% |
$415K - $493K
|
501K
$33.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-48.3K- 33.87% |
$2.52M - $2.99M
|
94.3K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.51KNew |
$392K - $465K
|
7.51K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
76.5K+ 110.94% |
$3.99M - $4.73M
|
145K
$9.6M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.08K- 3.61% |
$56.5K - $67K
|
28.9K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.84K- 2.91% |
$95.9K - $114K
|
61.4K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.77K- 14.73% |
$92.4K - $110K
|
10.2K
$677K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.5K+ 8.89% |
$4.31M - $5.11M
|
1.01M
$66.7M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
90.4KNew |
$4.72M - $5.6M
|
90.4K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
25.1KNew |
$1.31M - $1.56M
|
25.1K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
3.57KNew |
$186K - $221K
|
3.57K
$236K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.36K- 3.82% |
$70.7K - $83.9K
|
34.1K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-10.2K- 1.57% |
$532K - $630K
|
639K
$42.2M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.5K+ 10.34% |
$78.3K - $92.8K
|
16K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.87K- 2.52% |
$150K - $178K
|
111K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
391+ 476.83% |
$20.4K - $24.2K
|
473
$31.2K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.7KNew |
$663K - $786K
|
12.7K
$838K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 0.08% |
$2.61K - $3.09K
|
66.4K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.71K+ 12.96% |
$141K - $168K
|
23.6K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 9.21% |
$291K - $346K
|
55.1K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24.3K- 23.21% |
$1.27M - $1.5M
|
80.2K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17K+ 9.15% |
$887K - $1.05M
|
203K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13.2K+ 70.83% |
$687K - $815K
|
31.8K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.25K- 5.96% |
$118K - $139K
|
35.6K
$2.35M
|