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 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 6.67% |
$261 - $309
|
70
$4.62K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
87.5K+ 33.13% |
$4.56M - $5.41M
|
351K
$23.2M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.67K+ 1.03% |
$244K - $289K
|
459K
$30.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 9.46% |
$52.6K - $62.4K
|
11.7K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 10.34% |
$939 - $1.11K
|
192
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.09KNew |
$214K - $253K
|
4.09K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35.7K+ 16.54% |
$1.86M - $2.21M
|
252K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212+ 11.11% |
$11.1K - $13.1K
|
2.12K
$140K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$365 - $433
|
7
$462
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 21.92% |
$111K - $132K
|
11.9K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.03KNew |
$211K - $250K
|
4.03K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
718+ 6.3% |
$37.5K - $44.4K
|
12.1K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.22K- 1.94% |
$168K - $199K
|
162K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 2.55% |
$127K - $151K
|
98.3K
$6.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32+ 0.64% |
$1.67K - $1.98K
|
5.03K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.46% |
$626 - $743
|
2.65K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
157K+ 18.74% |
$8.18M - $9.7M
|
993K
$65.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 7.76% |
$939 - $1.11K
|
214
$14.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-594- 8.18% |
$31K - $36.8K
|
6.67K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.72K+ 1.44% |
$194K - $230K
|
262K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-15.4K- 17.27% |
$802K - $951K
|
73.6K
$4.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.79K- 25.27% |
$146K - $173K
|
8.26K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-9.25K- 33.76% |
$483K - $572K
|
18.1K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.3K+ 79.61% |
$172K - $204K
|
7.44K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.77K- 3.8% |
$92.2K - $109K
|
44.7K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 84.5% |
$246K - $292K
|
10.3K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
12K+ 9.51% |
$628K - $745K
|
139K
$9.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.52K- 32.42% |
$131K - $156K
|
5.25K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-467- 1.09% |
$24.4K - $28.9K
|
42.4K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5K- 6.8% |
$261K - $309K
|
68.5K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-717- 0.72% |
$37.4K - $44.4K
|
98.3K
$6.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.97K- 0.88% |
$103K - $122K
|
221K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 20.06% |
$9.51M - $11.3M
|
1.09M
$72.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
243KNew |
$12.7M - $15M
|
243K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
7.78K+ 9.33% |
$406K - $481K
|
91.2K
$6.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$319K - $379K
|
6.12K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 106.3% |
$792K - $939K
|
29.5K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-45K- 25.11% |
$2.35M - $2.79M
|
134K
$8.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
916+ 5.85% |
$47.8K - $56.7K
|
16.6K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
46.3K+ 89.63% |
$2.42M - $2.87M
|
98K
$6.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.2KNew |
$532K - $631K
|
10.2K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.86K- 17.59% |
$254K - $301K
|
22.8K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.28KNew |
$171K - $203K
|
3.28K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94KNew |
$206K - $244K
|
3.94K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
53.6KNew |
$2.8M - $3.32M
|
53.6K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
47.2K+ 213.45% |
$2.46M - $2.92M
|
69.3K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.66KNew |
$191K - $226K
|
3.66K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$1.36K - $1.61K
|
26
$1.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.55K- 53.28% |
$499K - $591K
|
8.38K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 1000.0% |
$2.09K - $2.48K
|
44
$2.91K
|