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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
22.5K+ 31.38% |
$1.04M - $1.19M
|
94.2K
$4.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-114- 0.75% |
$5.27K - $6.04K
|
15K
$777K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
918+ 9.49% |
$42.4K - $48.7K
|
10.6K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.41K+ 16.08% |
$111K - $128K
|
17.4K
$903K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-55- 1.15% |
$2.54K - $2.92K
|
4.72K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.13K- 16.57% |
$145K - $166K
|
15.8K
$818K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.02KNew |
$47.1K - $54.1K
|
1.02K
$52.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8KNew |
$370K - $424K
|
8K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-968- 14.73% |
$44.7K - $51.3K
|
5.6K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.54K+ 13.3% |
$256K - $294K
|
47.2K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 16.24% |
$2.96K - $3.39K
|
330
$17.1K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-100- 56.82% |
$4.62K - $5.3K
|
76
$3.94K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.96K- 3.75% |
$90.6K - $104K
|
50.3K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$204K - $234K
|
4.41K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-598- 3.46% |
$27.6K - $31.7K
|
16.7K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.79K+ 9.91% |
$267K - $307K
|
64.2K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
208+ 3.96% |
$9.61K - $11K
|
5.46K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.01KNew |
$185K - $212K
|
4.01K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.71K- 1.72% |
$125K - $144K
|
155K
$8.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
163+ 1.92% |
$7.53K - $8.64K
|
8.64K
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.92K- 7.05% |
$88.8K - $102K
|
25.3K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.8K- 2.38% |
$83.2K - $95.5K
|
73.9K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.56K- 5.42% |
$72.2K - $82.9K
|
27.3K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.6K+ 74.09% |
$1.83M - $2.1M
|
93K
$4.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
18.7K+ 6.04% |
$865K - $992K
|
329K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.81K+ 12.7% |
$83.4K - $95.7K
|
16K
$831K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-156- 6.06% |
$7.21K - $8.27K
|
2.42K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.81K+ 5.47% |
$176K - $202K
|
73.3K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$443K - $508K
|
9.58K
$497K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.1K+ 8.16% |
$882K - $1.01M
|
253K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 164.0% |
$1.89K - $2.17K
|
66
$3.42K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22K+ 7.86% |
$1.02M - $1.17M
|
302K
$15.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
197+ 1.34% |
$9.1K - $10.4K
|
14.9K
$774K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.05% |
$139 - $159
|
6.04K
$313K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
202New |
$9.33K - $10.7K
|
202
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.46K+ 15.09% |
$160K - $183K
|
26.4K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.46K- 3.8% |
$299K - $343K
|
164K
$8.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.21K+ 2.67% |
$55.8K - $64K
|
46.4K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
168+ 0.12% |
$7.76K - $8.91K
|
141K
$7.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.88K- 1.7% |
$86.9K - $99.7K
|
109K
$5.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.41K+ 4.74% |
$65K - $74.5K
|
31.1K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
136New |
$6.28K - $7.21K
|
136
$7.05K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40.4K+ 205.7% |
$1.87M - $2.14M
|
60K
$3.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
24.2K+ 8.83% |
$1.12M - $1.28M
|
298K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-529- 0.54% |
$24.4K - $28K
|
96.8K
$5.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.52K - $1.75K
|
33
$1.71K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 7.01% |
$116K - $133K
|
38.3K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
969+ 15.0% |
$44.8K - $51.4K
|
7.43K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.9K+ 2.29% |
$134K - $154K
|
130K
$6.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-26.9K- 17.26% |
$1.24M - $1.43M
|
129K
$6.69M
|