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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$973K - $1.06M
|
19.2K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.8KNew |
$955K - $1.04M
|
18.8K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18.6KNew |
$944K - $1.03M
|
18.6K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.9KNew |
$910K - $990K
|
17.9K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
17.8K+ 341.59% |
$905K - $984K
|
23K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
17.8K+ 36.66% |
$904K - $984K
|
66.4K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.5K+ 16.04% |
$890K - $968K
|
127K
$7.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$890K - $968K
|
17.5K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5KNew |
$888K - $967K
|
17.5K
$1.07M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.3KNew |
$880K - $958K
|
17.3K
$1.06M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16.5KNew |
$836K - $910K
|
16.5K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$790K - $860K
|
15.6K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15.4KNew |
$783K - $852K
|
15.4K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.3KNew |
$775K - $844K
|
15.3K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
14.6KNew |
$741K - $806K
|
14.6K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
14.5KNew |
$736K - $801K
|
14.5K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1K+ 53.27% |
$717K - $780K
|
40.6K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 4.62% |
$707K - $770K
|
316K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.4K+ 1.63% |
$681K - $741K
|
837K
$51.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$667K - $726K
|
13.2K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13KNew |
$661K - $719K
|
13K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$654K - $711K
|
12.9K
$786K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.7KNew |
$645K - $701K
|
12.7K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.6KNew |
$640K - $697K
|
12.6K
$770K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.1KNew |
$616K - $670K
|
12.1K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 9.3% |
$612K - $666K
|
142K
$8.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.2KNew |
$567K - $617K
|
11.2K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$552K - $601K
|
10.9K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10.7KNew |
$542K - $590K
|
10.7K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10.4K+ 7.87% |
$528K - $575K
|
143K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
10.3KNew |
$521K - $567K
|
10.3K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
10.1K+ 0.87% |
$512K - $557K
|
1.17M
$71.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.98K+ 11.73% |
$507K - $551K
|
95.1K
$5.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.63K+ 3.87% |
$489K - $532K
|
258K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.44KNew |
$479K - $521K
|
9.44K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9.32KNew |
$473K - $515K
|
9.32K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.92KNew |
$453K - $493K
|
8.92K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.52K+ 45.13% |
$432K - $470K
|
27.4K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
8.32KNew |
$422K - $460K
|
8.32K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.28KNew |
$420K - $457K
|
8.28K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.25KNew |
$419K - $456K
|
8.25K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
8.25K+ 23.95% |
$419K - $455K
|
42.7K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.66K+ 7.85% |
$389K - $423K
|
105K
$6.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.53K+ 23.69% |
$382K - $416K
|
39.3K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.53K+ 194.37% |
$382K - $416K
|
11.4K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.5K+ 375.0% |
$381K - $414K
|
9.5K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.5K+ 1.76% |
$381K - $414K
|
433K
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.45K+ 19.32% |
$378K - $411K
|
46K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 5.61% |
$368K - $400K
|
136K
$8.31M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.05KNew |
$358K - $390K
|
7.05K
$430K
|