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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61New |
$2.41K - $2.69K
|
61
$3.16K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 17.44% |
$1.78K - $1.98K
|
303
$15.7K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.93MNew |
$69.5M - $79.4M
|
1.93M
$99.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68MNew |
$60.5M - $69.1M
|
1.68M
$86.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
73.5KNew |
$2.65M - $3.03M
|
73.5K
$3.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
17K+ 78.78% |
$613K - $700K
|
38.6K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$388K - $443K
|
10.8K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.77KNew |
$317K - $362K
|
8.77K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.8K+ 29000.0% |
$209K - $239K
|
5.82K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.1KNew |
$184K - $210K
|
5.1K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.96KNew |
$179K - $204K
|
4.96K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.88KNew |
$67.8K - $77.4K
|
1.88K
$97.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.01K+ 2353.49% |
$36.5K - $41.7K
|
1.06K
$54.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
735New |
$26.5K - $30.3K
|
735
$38.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
558New |
$20.1K - $23K
|
558
$28.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
532New |
$19.2K - $21.9K
|
532
$27.6K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
234New |
$8.45K - $9.65K
|
234
$12.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
227New |
$8.2K - $9.36K
|
227
$11.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180New |
$6.5K - $7.42K
|
180
$9.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
168New |
$6.07K - $6.93K
|
168
$8.71K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
155New |
$5.6K - $6.39K
|
155
$8.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
154New |
$5.56K - $6.35K
|
154
$7.98K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34New |
$1.23K - $1.4K
|
34
$1.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 22.22% |
$1.01K - $1.15K
|
154
$7.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
22New |
$794 - $907
|
22
$1.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$72.2 - $82.5
|
2
$104
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
140KNew |
$5.15M - $5.51M
|
140K
$7.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65.5KNew |
$2.4M - $2.57M
|
65.5K
$3.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.5KNew |
$640K - $686K
|
17.5K
$905K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
14.8K+ 16.14% |
$544K - $583K
|
107K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12.3KNew |
$451K - $483K
|
12.3K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$394K - $422K
|
10.8K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.34KNew |
$269K - $288K
|
7.34K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.29KNew |
$267K - $286K
|
7.29K
$378K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
6.74KNew |
$247K - $265K
|
6.74K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 10.97% |
$143K - $153K
|
39.4K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.2K+ 407.64% |
$117K - $126K
|
3.99K
$207K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.7K+ 471.47% |
$62.4K - $66.8K
|
2.06K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
445+ 3.41% |
$16.3K - $17.5K
|
13.5K
$699K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178New |
$6.53K - $6.99K
|
178
$9.23K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$3.59K - $3.85K
|
98
$5.08K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
72New |
$2.64K - $2.83K
|
72
$3.73K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
18New |
$660 - $707
|
18
$933
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 366.67% |
$403 - $432
|
14
$726
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
72.6KNew |
$2.75M - $2.95M
|
72.6K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.3KNew |
$1.45M - $1.56M
|
38.3K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
32.3K+ 15.5% |
$1.22M - $1.31M
|
240K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
28.7KNew |
$1.09M - $1.17M
|
28.7K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
23.2KNew |
$880K - $945K
|
23.2K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6.5K+ 21.1% |
$246K - $264K
|
37.3K
$1.93M
|
|