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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 1.28% |
$71.4K - $84.7K
|
108K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.1KNew |
$214K - $254K
|
4.1K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.44K+ 1.57% |
$389K - $461K
|
481K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.4KNew |
$1.85M - $2.19M
|
35.4K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 93.78% |
$2M - $2.37M
|
79.1K
$5.22M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
137KNew |
$7.16M - $8.49M
|
137K
$9.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
326KNew |
$17M - $20.2M
|
326K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.2KNew |
$534K - $633K
|
10.2K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.34K+ 5.35% |
$174K - $207K
|
65.8K
$4.35M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-31K- 6.26% |
$1.62M - $1.92M
|
465K
$30.7M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.9K+ 35.82% |
$255K - $303K
|
18.6K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
12.7K+ 200.79% |
$664K - $788K
|
19.1K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
584K+ 184.97% |
$30.5M - $36.1M
|
899K
$59.4M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
235+ 2.39% |
$12.3K - $14.5K
|
10.1K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.53K+ 39.69% |
$289K - $342K
|
19.5K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.93K- 3.68% |
$101K - $120K
|
50.6K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.51KNew |
$183K - $217K
|
3.51K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$105K - $125K
|
43.8K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
97.2K+ 665.94% |
$5.07M - $6.01M
|
112K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.72K+ 20.49% |
$246K - $292K
|
27.7K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-750- 7.31% |
$39.1K - $46.4K
|
9.51K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-37.5K- 51.31% |
$1.96M - $2.32M
|
35.6K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 608.53% |
$1.11M - $1.32M
|
24.7K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 37.75% |
$88.1K - $104K
|
6.16K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17.1K- 0.3% |
$891K - $1.06M
|
5.73M
$378M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34K+ 1405.12% |
$1.77M - $2.1M
|
36.4K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
303K+ 86.22% |
$15.8M - $18.8M
|
655K
$43.3M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.55KNew |
$342K - $405K
|
6.55K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
662+ 25.71% |
$34.5K - $41K
|
3.24K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.81K- 16.74% |
$303K - $360K
|
28.9K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8+ 0.19% |
$418 - $495
|
4.25K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.98K+ 95.11% |
$469K - $556K
|
18.4K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.63KNew |
$189K - $225K
|
3.63K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 106.5% |
$974K - $1.16M
|
36.2K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5.67K+ 11.66% |
$296K - $351K
|
54.3K
$3.59M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
69+ 0.22% |
$3.6K - $4.27K
|
31.8K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
6.24K+ 54.91% |
$326K - $386K
|
17.6K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
8.55KNew |
$446K - $529K
|
8.55K
$565K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 7.92% |
$57.9K - $68.7K
|
12.9K
$853K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
201+ 0.62% |
$10.5K - $12.4K
|
32.8K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2K- 21.51% |
$104K - $124K
|
7.3K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
70.7KNew |
$3.69M - $4.38M
|
70.7K
$4.67M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.29KNew |
$171K - $203K
|
3.29K
$217K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-389K- 20.08% |
$20.3M - $24.1M
|
1.55M
$102M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172+ 20.24% |
$8.98K - $10.6K
|
1.02K
$67.5K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.12K- 7.51% |
$58.6K - $69.5K
|
13.8K
$913K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24- 0.18% |
$1.25K - $1.49K
|
13.5K
$890K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
148+ 187.34% |
$7.72K - $9.16K
|
227
$15K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
80.6KNew |
$4.21M - $4.99M
|
80.6K
$5.33M
|