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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.34K- 9.89% |
$104K - $113K
|
21.3K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 32.97% |
$48.1K - $52K
|
2.2K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.8KNew |
$482K - $521K
|
10.8K
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
248KNew |
$11.1M - $11.9M
|
248K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825New |
$36.7K - $39.7K
|
825
$42.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 3.36% |
$74K - $80K
|
47.8K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.95K+ 21.9% |
$309K - $334K
|
38.7K
$2.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
650+ 12.1% |
$28.9K - $31.3K
|
6.02K
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.14KNew |
$229K - $247K
|
5.14K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.36K- 5.25% |
$194K - $210K
|
78.8K
$4.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$70.5K - $76.2K
|
1.58K
$82.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
684New |
$30.5K - $32.9K
|
684
$35.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
43.2KNew |
$1.92M - $2.08M
|
43.2K
$2.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.84K+ 27.28% |
$393K - $425K
|
41.2K
$2.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 18.71% |
$54.7K - $59.1K
|
7.79K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
337KNew |
$15M - $16.2M
|
337K
$17.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.83K+ 1.2% |
$304K - $328K
|
574K
$29.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.1KNew |
$138K - $149K
|
3.1K
$161K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.12K+ 18.93% |
$94.4K - $102K
|
13.3K
$691K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.62K+ 14.93% |
$117K - $126K
|
20.1K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 1.2% |
$223 - $241
|
420
$21.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
140New |
$6.23K - $6.74K
|
140
$7.26K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
720+ 44.86% |
$32.1K - $34.6K
|
2.33K
$121K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.37KNew |
$194K - $210K
|
4.37K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
73+ 0.81% |
$3.25K - $3.51K
|
9.1K
$472K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
94New |
$4.18K - $4.52K
|
94
$4.87K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35New |
$1.56K - $1.68K
|
35
$1.81K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
31New |
$1.38K - $1.49K
|
31
$1.61K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 16.6% |
$673K - $751K
|
85.7K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
134New |
$5.29K - $5.9K
|
134
$6.95K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.15KNew |
$361K - $403K
|
9.15K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 11.48% |
$580K - $647K
|
113K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 71.52% |
$417K - $465K
|
25.3K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
22.8KNew |
$900K - $1M
|
22.8K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-89- 1.44% |
$3.51K - $3.92K
|
6.11K
$316K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-14.7K- 57.19% |
$582K - $649K
|
11K
$572K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 42.86% |
$8.89K - $9.91K
|
300
$15.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 17.44% |
$1.78K - $1.98K
|
303
$15.7K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.03KNew |
$198K - $221K
|
5.03K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
582+ 9.29% |
$23K - $25.6K
|
6.85K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$44.5K - $49.6K
|
1.13K
$58.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15.9K- 30.11% |
$627K - $699K
|
36.9K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.55K+ 12.78% |
$61.2K - $68.3K
|
13.7K
$709K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61New |
$2.41K - $2.69K
|
61
$3.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 4.27% |
$194K - $216K
|
120K
$6.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
654K+ 10912.73% |
$25.8M - $28.8M
|
660K
$34.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55.1K- 15.56% |
$2.18M - $2.43M
|
299K
$15.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 40.87% |
$79K - $88.1K
|
6.89K
$357K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
13.4K+ 153.56% |
$528K - $589K
|
22.1K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
50.6KNew |
$2M - $2.23M
|
50.6K
$2.62M
|
|