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 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
230KNew |
$10.6M - $12.2M
|
230K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.7KNew |
$540K - $620K
|
11.7K
$594K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
114K+ 10.86% |
$5.28M - $6.05M
|
1.17M
$59.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9.14K- 6.53% |
$422K - $484K
|
131K
$6.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$554 - $636
|
12
$609
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
401+ 1.19% |
$18.5K - $21.3K
|
34K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15.8K+ 127.74% |
$730K - $837K
|
28.2K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-232- 0.25% |
$10.7K - $12.3K
|
92.5K
$4.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 6.78% |
$506K - $581K
|
173K
$8.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.87KNew |
$179K - $205K
|
3.87K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.35K- 22.74% |
$201K - $230K
|
14.8K
$750K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2KNew |
$92.4K - $106K
|
2K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$416 - $477
|
33K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$29K - $33.3K
|
628
$31.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.8K+ 1077.9% |
$3.13M - $3.59M
|
74K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15.9K- 4.47% |
$734K - $842K
|
340K
$17.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$608K - $698K
|
13.2K
$668K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-242- 5.57% |
$11.2K - $12.8K
|
4.1K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 28.94% |
$296K - $340K
|
15.8K
$800K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 5.51% |
$48.9K - $56.1K
|
20.3K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.05K- 1.91% |
$48.5K - $55.7K
|
54K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.74K- 8.54% |
$219K - $251K
|
50.8K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.04K- 3.77% |
$186K - $214K
|
103K
$5.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.8K- 2.64% |
$129K - $148K
|
103K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.06K+ 3.7% |
$188K - $215K
|
114K
$5.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
545+ 0.93% |
$25.2K - $28.9K
|
59.2K
$3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.88K+ 8.46% |
$225K - $258K
|
62.5K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
6.65K+ 5.97% |
$307K - $353K
|
118K
$5.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.87K+ 2.37% |
$456K - $523K
|
425K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.74K- 0.41% |
$173K - $198K
|
901K
$45.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
16.9KNew |
$779K - $894K
|
16.9K
$856K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-890- 2.12% |
$41.1K - $47.2K
|
41.1K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.32KNew |
$199K - $229K
|
4.32K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
177+ 0.69% |
$8.18K - $9.38K
|
25.7K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
210+ 7.2% |
$9.7K - $11.1K
|
3.13K
$159K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.07K+ 8.5% |
$234K - $269K
|
64.7K
$3.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 6.6% |
$323 - $371
|
99
$5.03K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.08K- 3.42% |
$235K - $269K
|
143K
$7.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.24K+ 1.15% |
$57.4K - $65.9K
|
109K
$5.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.96K+ 1.78% |
$183K - $210K
|
227K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-92- 0.35% |
$4.25K - $4.88K
|
25.9K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
212+ 2.66% |
$9.79K - $11.2K
|
8.2K
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.24KNew |
$196K - $225K
|
4.24K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 16.24% |
$509K - $584K
|
78.9K
$4.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
165+ 14.19% |
$7.62K - $8.75K
|
1.33K
$67.4K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
92.4K+ 1730.57% |
$4.27M - $4.9M
|
97.7K
$4.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.55KNew |
$441K - $506K
|
9.55K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.25K+ 14.88% |
$57.8K - $66.3K
|
9.66K
$490K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413K- 57.89% |
$19.1M - $21.9M
|
300K
$15.2M
|