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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.85K+ 6.38% |
$455K - $522K
|
164K
$8.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$443K - $508K
|
9.58K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.55KNew |
$441K - $506K
|
9.55K
$495K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.78KNew |
$406K - $465K
|
8.78K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.66K+ 3.61% |
$400K - $459K
|
249K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.31K+ 10.81% |
$384K - $441K
|
85.2K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8KNew |
$370K - $424K
|
8K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
7.46K+ 0.65% |
$345K - $395K
|
1.16M
$60.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.36KNew |
$340K - $390K
|
7.36K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.05K+ 58.12% |
$326K - $374K
|
19.2K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.7K+ 11.04% |
$309K - $355K
|
67.3K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
6.65K+ 5.97% |
$307K - $353K
|
118K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.23K+ 42.47% |
$288K - $330K
|
20.9K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.79K+ 9.91% |
$267K - $307K
|
64.2K
$3.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.58K+ 3.5% |
$258K - $296K
|
165K
$8.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.54K+ 13.3% |
$256K - $294K
|
47.2K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.32K+ 8.5% |
$246K - $282K
|
67.9K
$3.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.25KNew |
$243K - $278K
|
5.25K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.23KNew |
$242K - $277K
|
5.23K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.22KNew |
$241K - $277K
|
5.22K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.1K+ 17.38% |
$236K - $270K
|
34.4K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.07K+ 8.5% |
$234K - $269K
|
64.7K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.93K+ 5.98% |
$228K - $261K
|
87.3K
$4.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.92K+ 14.39% |
$227K - $261K
|
39.1K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.88K+ 8.46% |
$225K - $258K
|
62.5K
$3.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.78KNew |
$221K - $253K
|
4.78K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.6K+ 42.97% |
$212K - $244K
|
15.3K
$793K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.57K+ 6.62% |
$211K - $242K
|
73.6K
$3.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.43KNew |
$205K - $235K
|
4.43K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$204K - $234K
|
4.41K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.32KNew |
$199K - $229K
|
4.32K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.32K+ 13.11% |
$199K - $229K
|
37.2K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.25KNew |
$196K - $225K
|
4.25K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
4.24KNew |
$196K - $225K
|
4.24K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.24KNew |
$196K - $225K
|
4.24K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.24KNew |
$196K - $224K
|
4.24K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.15K+ 32.9% |
$192K - $220K
|
16.8K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.08KNew |
$188K - $216K
|
4.08K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.06K+ 3.7% |
$188K - $215K
|
114K
$5.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.06K+ 3.31% |
$188K - $215K
|
127K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.06K+ 9.51% |
$187K - $215K
|
46.7K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.04KNew |
$187K - $214K
|
4.04K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.01KNew |
$185K - $212K
|
4.01K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.99KNew |
$184K - $211K
|
3.99K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.96KNew |
$183K - $210K
|
3.96K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.96K+ 1.78% |
$183K - $210K
|
227K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.87KNew |
$179K - $205K
|
3.87K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.81K+ 5.47% |
$176K - $202K
|
73.3K
$3.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.8K+ 10.56% |
$176K - $201K
|
39.8K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 25.33% |
$173K - $198K
|
18.5K
$959K
|