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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 1.1% |
$2.24K - $2.66K
|
3.96K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
14.6KNew |
$764K - $907K
|
14.6K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-131- 6.41% |
$6.84K - $8.11K
|
1.91K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
972K+ 55.32% |
$50.7M - $60.2M
|
2.73M
$180M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 12.65% |
$89.2K - $106K
|
15.2K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 6.06% |
$182K - $216K
|
54.2K
$3.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-186- 2.37% |
$9.71K - $11.5K
|
7.67K
$506K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-16.8K- 14.32% |
$875K - $1.04M
|
100K
$6.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.31% |
$1.25K - $1.49K
|
7.75K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.16K- 23.43% |
$322K - $381K
|
20.1K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.76K+ 86.59% |
$196K - $233K
|
8.1K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.41KNew |
$73.4K - $87K
|
1.41K
$92.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.05K+ 3.92% |
$159K - $189K
|
80.8K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$52.2 - $61.9
|
1
$66
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
65.6KNew |
$3.42M - $4.06M
|
65.6K
$4.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.6M+ 12.28% |
$83.3M - $98.8M
|
14.6M
$964M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.58K+ 12.03% |
$291K - $345K
|
51.9K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-38- 2.21% |
$1.98K - $2.35K
|
1.68K
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.68K+ 103.31% |
$297K - $352K
|
11.2K
$739K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
6.99KNew |
$365K - $433K
|
6.99K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
890+ 5.13% |
$46.4K - $55.1K
|
18.2K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
507K+ 206160.98% |
$26.5M - $31.4M
|
507K
$33.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.42K- 49.38% |
$283K - $335K
|
5.55K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-335- 13.71% |
$17.5K - $20.7K
|
2.11K
$139K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.57KNew |
$291K - $345K
|
5.57K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.48K- 29.76% |
$182K - $215K
|
8.21K
$542K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3.38KNew |
$177K - $209K
|
3.38K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.66K- 2.7% |
$139K - $165K
|
95.9K
$6.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55.3K+ 45.79% |
$2.89M - $3.43M
|
176K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
716+ 730.61% |
$37.4K - $44.3K
|
814
$53.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
56.3KNew |
$2.94M - $3.48M
|
56.3K
$3.72M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-3.1K- 7.09% |
$162K - $192K
|
40.6K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
262K+ 6.99% |
$13.7M - $16.2M
|
4M
$264M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.17K- 14.7% |
$218K - $258K
|
24.2K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.94K- 8.43% |
$519K - $615K
|
108K
$7.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-900- 3.59% |
$47K - $55.7K
|
24.2K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.9KNew |
$570K - $676K
|
10.9K
$721K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.71K+ 1.92% |
$141K - $168K
|
144K
$9.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
20.1KNew |
$1.05M - $1.24M
|
20.1K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.98K- 36.07% |
$156K - $184K
|
5.28K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.87K+ 4.08% |
$150K - $178K
|
73.2K
$4.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
70.3KNew |
$3.67M - $4.35M
|
70.3K
$4.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-687- 2.98% |
$35.9K - $42.5K
|
22.4K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-121- 0.45% |
$6.31K - $7.49K
|
26.9K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
572+ 1.65% |
$29.9K - $35.4K
|
35.3K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.09K+ 24.67% |
$109K - $130K
|
10.6K
$699K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.16K+ 33.78% |
$113K - $134K
|
8.55K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.28K+ 2.29% |
$119K - $141K
|
102K
$6.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
131KNew |
$6.82M - $8.08M
|
131K
$8.63M
|