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 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.76K- 7.81% |
$91.6K - $109K
|
20.7K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.2K+ 29.77% |
$2.2M - $2.61M
|
184K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.61K+ 107.66% |
$136K - $162K
|
5.04K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-6.34K- 32.0% |
$331K - $392K
|
13.5K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
304New |
$15.9K - $18.8K
|
304
$20.1K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
28K+ 8.15% |
$1.46M - $1.73M
|
371K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.89K+ 90.85% |
$307K - $365K
|
12.4K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
34.3KNew |
$1.79M - $2.12M
|
34.3K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.06MNew |
$55.1M - $65.4M
|
1.06M
$69.7M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-19.7K- 91.44% |
$1.03M - $1.22M
|
1.85K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
31New |
$1.62K - $1.92K
|
31
$2.05K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.7K- 7.35% |
$661K - $784K
|
160K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27.7K+ 46.0% |
$1.44M - $1.71M
|
87.9K
$5.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-459K- 92.85% |
$24M - $28.4M
|
35.4K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.7K+ 8.07% |
$714K - $847K
|
183K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.85K+ 1.55% |
$96.6K - $114K
|
121K
$7.99M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
283+ 1.16% |
$14.8K - $17.5K
|
24.7K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
109KNew |
$5.69M - $6.75M
|
109K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.9K+ 4.45% |
$2.13M - $2.53M
|
959K
$63.3M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-234- 12.33% |
$12.2K - $14.5K
|
1.66K
$110K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
89+ 2.13% |
$4.64K - $5.51K
|
4.28K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.82K+ 5347.06% |
$94.9K - $113K
|
1.85K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-843- 17.45% |
$44K - $52.2K
|
3.99K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.6K+ 320.06% |
$2.02M - $2.39M
|
50.7K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.19KNew |
$480K - $569K
|
9.19K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.04K+ 11.5% |
$263K - $312K
|
48.8K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
99.6KNew |
$5.2M - $6.17M
|
99.6K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
474New |
$24.7K - $29.3K
|
474
$31.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
172K+ 56.56% |
$8.98M - $10.6M
|
476K
$31.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 22.76% |
$527K - $624K
|
54.4K
$3.59M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.4K+ 17.29% |
$959K - $1.14M
|
125K
$8.23M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.53KNew |
$237K - $281K
|
4.53K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.37K+ 5.21% |
$71.7K - $85K
|
27.8K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-48.1K- 14.4% |
$2.51M - $2.98M
|
286K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
519K+ 23.61% |
$27.1M - $32.1M
|
2.72M
$179M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.55K- 16.75% |
$185K - $220K
|
17.6K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 2.53% |
$6.52K - $7.74K
|
5.06K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
230K+ 73.02% |
$12M - $14.2M
|
545K
$36M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-281- 2.03% |
$14.7K - $17.4K
|
13.6K
$897K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.1K+ 387.5% |
$162K - $192K
|
3.9K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.74K+ 4.41% |
$352K - $417K
|
160K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95M- 98.38% |
$154M - $183M
|
48.5K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.23K+ 0.92% |
$63.9K - $75.8K
|
135K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.37KNew |
$176K - $209K
|
3.37K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48.3K+ 37.76% |
$2.52M - $2.99M
|
176K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 150.0% |
$157 - $186
|
5
$330
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.24KNew |
$273K - $324K
|
5.24K
$346K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.4K+ 17.8% |
$72.9K - $86.4K
|
9.24K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 0.64% |
$16.2K - $19.2K
|
48.7K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
18.5KNew |
$964K - $1.14M
|
18.5K
$1.22M
|