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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
167KNew |
$6.34M - $6.81M
|
167K
$7.74M
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
72.6KNew |
$2.75M - $2.95M
|
72.6K
$3.35M
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
51.4KNew |
$1.95M - $2.09M
|
51.4K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.3KNew |
$1.45M - $1.56M
|
38.3K
$1.77M
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
32.3K+ 15.5% |
$1.22M - $1.31M
|
240K
$11.1M
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
28.7KNew |
$1.09M - $1.17M
|
28.7K
$1.33M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
23.2KNew |
$880K - $945K
|
23.2K
$1.07M
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.9K+ 0.28% |
$563K - $605K
|
5.25M
$243M
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
13.8K+ 11.71% |
$522K - $561K
|
132K
$6.08M
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6.5K+ 21.1% |
$246K - $264K
|
37.3K
$1.72M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.42KNew |
$243K - $261K
|
6.42K
$297K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.06K+ 12.64% |
$154K - $165K
|
36.2K
$1.67M
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.28K+ 1.95% |
$48.3K - $51.9K
|
66.7K
$3.08M
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.22KNew |
$46.1K - $49.5K
|
1.22K
$56.2K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
804New |
$30.4K - $32.7K
|
804
$37.1K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
351New |
$13.3K - $14.3K
|
351
$16.2K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
311+ 777.5% |
$11.8K - $12.6K
|
351
$16.2K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
211New |
$7.99K - $8.58K
|
211
$9.75K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
189New |
$7.16K - $7.69K
|
189
$8.73K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
127New |
$4.81K - $5.17K
|
127
$5.87K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
51+ 4.4% |
$1.93K - $2.07K
|
1.21K
$55.9K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
50+ 0.42% |
$1.89K - $2.03K
|
11.9K
$552K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
47New |
$1.78K - $1.91K
|
47
$2.17K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
25New |
$947 - $1.02K
|
25
$1.16K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.39% |
$303 - $325
|
2.06K
$95.2K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
180KNew |
$6.48M - $7.15M
|
180K
$8.33M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
73.5KNew |
$2.64M - $2.92M
|
73.5K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
37.2KNew |
$1.34M - $1.48M
|
37.2K
$1.72M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
24.1KNew |
$868K - $958K
|
24.1K
$1.12M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.3KNew |
$443K - $489K
|
12.3K
$570K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
7.2K+ 12.32% |
$259K - $285K
|
65.6K
$3.03M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$226K - $250K
|
6.3K
$291K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.19KNew |
$222K - $245K
|
6.19K
$286K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.78K+ 5.27% |
$208K - $229K
|
115K
$5.33M
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.3KNew |
$190K - $210K
|
5.3K
$245K
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.22KNew |
$188K - $207K
|
5.22K
$241K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.37KNew |
$85.1K - $93.9K
|
2.37K
$109K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.53KNew |
$54.9K - $60.6K
|
1.53K
$70.6K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
655New |
$23.5K - $26K
|
655
$30.3K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
511New |
$18.4K - $20.3K
|
511
$23.6K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500+ 135.5% |
$18K - $19.8K
|
869
$40.1K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$12K - $13.3K
|
335
$15.5K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
135New |
$4.85K - $5.35K
|
135
$6.24K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
135New |
$4.85K - $5.35K
|
135
$6.24K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
113New |
$4.06K - $4.48K
|
113
$5.22K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$3.6K - $3.97K
|
100
$4.62K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
83New |
$2.98K - $3.29K
|
83
$3.83K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 41.09% |
$1.91K - $2.1K
|
182
$8.41K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
51New |
$1.83K - $2.02K
|
51
$2.36K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40New |
$1.44K - $1.59K
|
40
$1.85K
|