Latest Institutional Purchases of World Gold Trust (GLDM)
This list provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.2K+ 83.85% |
$3.72M - $4.04M
|
161K
$9.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
73KNew |
$3.71M - $4.03M
|
73K
$4.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
72.7KNew |
$3.69M - $4.02M
|
72.7K
$4.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68.9KNew |
$3.5M - $3.81M
|
68.9K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
65.2K+ 1539.15% |
$3.31M - $3.6M
|
69.4K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
62.7KNew |
$3.18M - $3.46M
|
62.7K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.3K+ 26.93% |
$3.11M - $3.38M
|
289K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
60.9K+ 612.88% |
$3.09M - $3.36M
|
70.8K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
59.1KNew |
$3M - $3.26M
|
59.1K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
59KNew |
$3M - $3.26M
|
59K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.8K+ 6.91% |
$2.98M - $3.25M
|
909K
$55.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.9K+ 11.53% |
$2.94M - $3.2M
|
559K
$34.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57.7KNew |
$2.93M - $3.19M
|
57.7K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.6KNew |
$2.77M - $3.02M
|
54.6K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.62M - $2.86M
|
51.7K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
50.4KNew |
$2.56M - $2.78M
|
50.4K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50KNew |
$2.54M - $2.76M
|
50K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48.6KNew |
$2.47M - $2.69M
|
48.6K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.5K+ 51.38% |
$2.46M - $2.68M
|
143K
$8.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
47.3K+ 0.72% |
$2.4M - $2.61M
|
6.6M
$403M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45.7K+ 15.35% |
$2.32M - $2.52M
|
343K
$21M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44K+ 5.03% |
$2.23M - $2.43M
|
918K
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
43.7KNew |
$2.22M - $2.41M
|
43.7K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.1K+ 10.34% |
$2.19M - $2.38M
|
460K
$28.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.8KNew |
$2.07M - $2.25M
|
40.8K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40K+ 11.82% |
$2.03M - $2.21M
|
379K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
40KNew |
$2.03M - $2.21M
|
40K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
38.3K+ 702.71% |
$1.95M - $2.12M
|
43.8K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
37.8KNew |
$1.92M - $2.09M
|
37.8K
$2.31M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
37.7KNew |
$1.91M - $2.08M
|
37.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.1K+ 55.17% |
$1.89M - $2.05M
|
104K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.5KNew |
$1.8M - $1.96M
|
35.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
35.3KNew |
$1.79M - $1.95M
|
35.3K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.2KNew |
$1.74M - $1.89M
|
34.2K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
32.8K+ 351.05% |
$1.67M - $1.81M
|
42.2K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
32.5KNew |
$1.65M - $1.79M
|
32.5K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29.8K+ 97.87% |
$1.51M - $1.64M
|
60.2K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.4K+ 6.63% |
$1.49M - $1.63M
|
474K
$28.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.9K+ 30.0% |
$1.42M - $1.54M
|
121K
$7.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
25.4K+ 486.3% |
$1.29M - $1.41M
|
30.7K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 7.04% |
$1.17M - $1.28M
|
352K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23K+ 196.87% |
$1.17M - $1.27M
|
34.7K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 23.62% |
$1.15M - $1.26M
|
119K
$7.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
22.5KNew |
$1.14M - $1.24M
|
22.5K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.12M - $1.22M
|
22.1K
$1.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21.1K+ 6.05% |
$1.07M - $1.16M
|
369K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
20.9KNew |
$1.06M - $1.16M
|
20.9K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.1K+ 13.47% |
$1.02M - $1.11M
|
170K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.1K+ 25.5% |
$1.02M - $1.11M
|
99K
$6.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
19.9K+ 10.14% |
$1.01M - $1.1M
|
216K
$13.2M
|