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 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-910- 3.06% |
$40.5K - $43.8K
|
28.8K
$1.51M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
43.2KNew |
$1.92M - $2.08M
|
43.2K
$2.27M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.04K+ 402.48% |
$224K - $242K
|
6.29K
$330K
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
156KNew |
$6.94M - $7.5M
|
156K
$8.19M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.03K- 54.02% |
$135K - $146K
|
2.58K
$135K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-80.8K- 31.97% |
$3.6M - $3.89M
|
172K
$9.03M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 21.83% |
$650K - $702K
|
81.4K
$4.28M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23.5K+ 23.75% |
$1.05M - $1.13M
|
123K
$6.45M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.84K+ 27.28% |
$393K - $425K
|
41.2K
$2.17M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 78.7% |
$13M - $14.1M
|
664K
$34.9M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-609- 2.99% |
$27.1K - $29.3K
|
19.8K
$1.04M
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 5.97% |
$451K - $488K
|
160K
$8.39M
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.48K+ 28.14% |
$155K - $167K
|
15.8K
$832K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.94K+ 2.62% |
$175K - $190K
|
154K
$8.12M
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.5K+ 5.13% |
$156K - $168K
|
71.7K
$3.77M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.83K+ 1.2% |
$304K - $328K
|
574K
$30.2M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.49K+ 2.38% |
$111K - $120K
|
107K
$5.63M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
337KNew |
$15M - $16.2M
|
337K
$17.7M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.25KNew |
$234K - $252K
|
5.25K
$276K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-265- 0.8% |
$11.8K - $12.7K
|
33K
$1.73M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.93K+ 11.2% |
$85.7K - $92.7K
|
19.1K
$1M
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 18.71% |
$54.7K - $59.1K
|
7.79K
$410K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67K+ 1.92% |
$342K - $369K
|
407K
$21.4M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.1KNew |
$138K - $149K
|
3.1K
$163K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-604K- 16.16% |
$26.9M - $29.1M
|
3.14M
$165M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-24.9K- 10.06% |
$1.11M - $1.2M
|
223K
$11.7M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-517K- 42.05% |
$23M - $24.9M
|
713K
$37.5M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.7K+ 27.26% |
$834K - $901K
|
87.4K
$4.59M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-24.1K- 31.58% |
$1.07M - $1.16M
|
52.3K
$2.75M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.74K+ 7.51% |
$211K - $228K
|
67.9K
$3.57M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-433K- 32.39% |
$19.3M - $20.8M
|
904K
$47.5M
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-2.17K- 1.92% |
$96.4K - $104K
|
111K
$5.81M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
255+ 0.87% |
$11.4K - $12.3K
|
29.7K
$1.56M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.85K+ 40.08% |
$82.3K - $88.9K
|
6.46K
$339K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.62K+ 1.5% |
$72.1K - $77.9K
|
110K
$5.76M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 0.88% |
$890 - $962
|
2.25K
$118K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.43KNew |
$286K - $309K
|
6.43K
$338K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-11.9K- 4.71% |
$531K - $574K
|
242K
$12.7M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59.4K+ 7.06% |
$2.64M - $2.86M
|
900K
$47.3M
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-293- 0.2% |
$13K - $14.1K
|
148K
$7.8M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.98K- 2.9% |
$311K - $336K
|
234K
$12.3M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-39.5K- 6.63% |
$1.76M - $1.9M
|
557K
$29.3M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.67K+ 2.69% |
$252K - $273K
|
217K
$11.4M
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
16.5K+ 17.35% |
$734K - $793K
|
111K
$5.86M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.12K+ 18.93% |
$94.4K - $102K
|
13.3K
$700K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
106New |
$4.72K - $5.1K
|
106
$5.57K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.25% |
$2.23K - $2.41K
|
19.7K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.62K+ 14.93% |
$117K - $126K
|
20.1K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.3% |
$51K - $55.1K
|
25.5K
$1.34M
|