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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 16.24% |
$509K - $584K
|
78.9K
$4.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
165+ 14.19% |
$7.62K - $8.75K
|
1.33K
$68.8K
|
|
|
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
$5.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.55KNew |
$441K - $506K
|
9.55K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.25K+ 14.88% |
$57.8K - $66.3K
|
9.66K
$501K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413K- 57.89% |
$19.1M - $21.9M
|
300K
$15.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
132K+ 60.86% |
$6.09M - $6.99M
|
348K
$18.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.1K- 2.97% |
$190K - $218K
|
134K
$6.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.34K- 50.5% |
$339K - $389K
|
7.19K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.33K+ 18.1% |
$108K - $124K
|
15.2K
$788K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-732- 1.24% |
$33.8K - $38.8K
|
58.4K
$3.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 2.7% |
$119K - $137K
|
98.4K
$5.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.85K+ 6.38% |
$455K - $522K
|
164K
$8.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.51K+ 3.12% |
$162K - $186K
|
116K
$6.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.78KNew |
$406K - $465K
|
8.78K
$455K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.02K+ 21.14% |
$140K - $160K
|
17.3K
$898K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.09K- 18.28% |
$96.6K - $111K
|
9.35K
$485K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-725- 11.22% |
$33.5K - $38.4K
|
5.73K
$297K
|
|
| Q2 2024 | |||||||
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09K+ 2.54% |
$93.2K - $101K
|
84.6K
$4.39M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.9K- 8.83% |
$1.11M - $1.2M
|
257K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
188+ 0.44% |
$8.37K - $9.04K
|
42.9K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$270K - $291K
|
6.06K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.09K- 3.15% |
$92.8K - $100K
|
64.1K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$204K - $220K
|
4.58K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
437K+ 369.98% |
$19.5M - $21M
|
555K
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$201K - $217K
|
4.52K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-86.3K- 13.08% |
$3.84M - $4.15M
|
573K
$29.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.4MNew |
$107M - $115M
|
2.4M
$124M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 42.53% |
$1.65K - $1.78K
|
50
$2.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75KNew |
$211K - $229K
|
4.75K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-279- 73.81% |
$12.4K - $13.4K
|
99
$5.13K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.39K- 4.5% |
$151K - $163K
|
72K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84.1K- 6.07% |
$3.75M - $4.05M
|
1.3M
$67.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-395- 1.49% |
$17.6K - $19K
|
26.1K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
449New |
$20K - $21.6K
|
449
$23.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 1.48% |
$44.5K - $48.1K
|
66.5K
$3.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
157New |
$6.99K - $7.55K
|
157
$8.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-17K- 17.04% |
$757K - $818K
|
82.7K
$4.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.28K- 10.0% |
$56.8K - $61.3K
|
11.5K
$595K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.79K+ 2.14% |
$79.7K - $86.1K
|
85.3K
$4.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37.8K- 67.41% |
$1.68M - $1.82M
|
18.3K
$948K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.45M- 93.48% |
$109M - $118M
|
171K
$8.86M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22.9KNew |
$1.02M - $1.1M
|
22.9K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-464- 84.98% |
$20.7K - $22.3K
|
82
$4.25K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-205- 1.02% |
$9.13K - $9.86K
|
19.8K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$92.4K - $99.9K
|
2.08K
$108K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
19.9K+ 903.77% |
$885K - $957K
|
22.1K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
181New |
$8.06K - $8.71K
|
181
$9.38K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.58KNew |
$115K - $124K
|
2.58K
$133K
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-16.8K- 43.95% |
$749K - $809K
|
21.5K
$1.11M
|
|