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 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
19.9K+ 903.77% |
$885K - $957K
|
22.1K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.8KNew |
$482K - $521K
|
10.8K
$561K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.84K+ 27.28% |
$393K - $425K
|
41.2K
$2.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.95K+ 21.9% |
$309K - $334K
|
38.7K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.83K+ 1.2% |
$304K - $328K
|
574K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$270K - $291K
|
6.06K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.14KNew |
$229K - $247K
|
5.14K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75KNew |
$211K - $229K
|
4.75K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$204K - $220K
|
4.58K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$201K - $217K
|
4.52K
$234K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.37KNew |
$194K - $210K
|
4.37K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.1KNew |
$138K - $149K
|
3.1K
$161K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.62K+ 14.93% |
$117K - $126K
|
20.1K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.58KNew |
$115K - $124K
|
2.58K
$133K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.12K+ 18.93% |
$94.4K - $102K
|
13.3K
$691K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09K+ 2.54% |
$93.2K - $101K
|
84.6K
$4.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$92.4K - $99.9K
|
2.08K
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.79K+ 2.14% |
$79.7K - $86.1K
|
85.3K
$4.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$70.5K - $76.2K
|
1.58K
$82.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 18.71% |
$54.7K - $59.1K
|
7.79K
$404K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825New |
$36.7K - $39.7K
|
825
$42.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
720+ 44.86% |
$32.1K - $34.6K
|
2.33K
$121K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
684New |
$30.5K - $32.9K
|
684
$35.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
650+ 12.1% |
$28.9K - $31.3K
|
6.02K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
449New |
$20K - $21.6K
|
449
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
188+ 0.44% |
$8.37K - $9.04K
|
42.9K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
181New |
$8.06K - $8.71K
|
181
$9.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
157New |
$6.99K - $7.55K
|
157
$8.14K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
140New |
$6.23K - $6.74K
|
140
$7.26K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
94New |
$4.18K - $4.52K
|
94
$4.87K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
73+ 0.81% |
$3.25K - $3.51K
|
9.1K
$472K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35New |
$1.56K - $1.68K
|
35
$1.81K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
31New |
$1.38K - $1.49K
|
31
$1.61K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 1.2% |
$223 - $241
|
420
$21.8K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
654K+ 10912.73% |
$25.8M - $28.8M
|
660K
$34.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
50.6KNew |
$2M - $2.23M
|
50.6K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
22.8KNew |
$900K - $1M
|
22.8K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
13.4K+ 153.56% |
$528K - $589K
|
22.1K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 71.52% |
$417K - $465K
|
25.3K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.15KNew |
$361K - $403K
|
9.15K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.03KNew |
$198K - $221K
|
5.03K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 4.27% |
$194K - $216K
|
120K
$6.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.48K+ 70.2% |
$97.9K - $109K
|
6.01K
$312K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 40.87% |
$79K - $88.1K
|
6.89K
$357K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.55K+ 12.78% |
$61.2K - $68.3K
|
13.7K
$709K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$44.5K - $49.6K
|
1.13K
$58.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
850New |
$33.6K - $37.4K
|
850
$44.1K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
582+ 9.29% |
$23K - $25.6K
|
6.85K
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
174New |
$6.87K - $7.66K
|
174
$9.02K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
134New |
$5.29K - $5.9K
|
134
$6.95K
|
|