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 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 38.02% |
$357K - $389K
|
25.5K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.95KNew |
$353K - $384K
|
6.95K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6.83KNew |
$347K - $377K
|
6.83K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.74K+ 11.22% |
$342K - $372K
|
66.8K
$4.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.51KNew |
$331K - $360K
|
6.51K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.48KNew |
$329K - $358K
|
6.48K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6.48K+ 229.81% |
$329K - $358K
|
9.3K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.34KNew |
$322K - $350K
|
6.34K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.3K+ 8.22% |
$320K - $348K
|
82.9K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.29K+ 41.13% |
$319K - $347K
|
21.6K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.99K+ 15.62% |
$304K - $331K
|
44.3K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.94K+ 0.9% |
$302K - $328K
|
666K
$40.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.83K+ 71.13% |
$296K - $322K
|
14K
$856K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.72KNew |
$290K - $316K
|
5.72K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.71KNew |
$290K - $315K
|
5.71K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.5KNew |
$279K - $304K
|
5.5K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.39KNew |
$274K - $298K
|
5.39K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.38K+ 2.15% |
$273K - $297K
|
255K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.97K+ 2.75% |
$252K - $274K
|
186K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.94KNew |
$251K - $273K
|
4.94K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.84KNew |
$245K - $267K
|
4.84K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.83KNew |
$245K - $267K
|
4.83K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.7K+ 49.02% |
$238K - $259K
|
14.3K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.64K+ 97.75% |
$236K - $256K
|
9.39K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.6K+ 34.88% |
$234K - $254K
|
17.8K
$1.09M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.58KNew |
$232K - $253K
|
4.58K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.57K+ 12.26% |
$232K - $252K
|
41.8K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.4KNew |
$223K - $243K
|
4.4K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$265K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.24K+ 3.73% |
$215K - $234K
|
118K
$7.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.21K+ 53.55% |
$214K - $232K
|
12.1K
$736K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.14KNew |
$210K - $229K
|
4.14K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.1K+ 5.56% |
$208K - $226K
|
77.7K
$4.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.06KNew |
$206K - $224K
|
4.06K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.02K+ 13.81% |
$204K - $222K
|
33.1K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4K+ 21.04% |
$203K - $221K
|
23K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.78K+ 6.04% |
$192K - $209K
|
66.3K
$4.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.76K+ 29.41% |
$191K - $208K
|
16.5K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.71K+ 9.49% |
$189K - $205K
|
42.8K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.71K+ 77.68% |
$188K - $205K
|
8.49K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.71K+ 5.73% |
$188K - $205K
|
68.4K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.65K+ 11.75% |
$185K - $202K
|
34.7K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 3.68% |
$173K - $188K
|
95.9K
$5.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.37K+ 31.96% |
$171K - $186K
|
13.9K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.29K+ 80.63% |
$167K - $182K
|
7.37K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.98K+ 18.56% |
$151K - $164K
|
19K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.94KNew |
$149K - $162K
|
2.94K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.91K+ 27.5% |
$148K - $161K
|
13.5K
$825K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.87K+ 16.55% |
$145K - $158K
|
20.2K
$1.23M
|