Latest Institutional Purchases of World Gold Trust (GLDM)

GLDM Quotes by TradingView

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 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
6.42K
New
$243K - $261K
6.42K $333K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.06K
+ 12.64%
$154K - $165K
36.2K $1.87M
Aug 08, 2023 Q2 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
1.28K
+ 1.95%
$48.3K - $51.9K
66.7K $3.46M
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.22K
New
$46.1K - $49.5K
1.22K $63.1K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
804
New
$30.4K - $32.7K
804 $41.7K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
351
New
$13.3K - $14.3K
351 $18.2K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
311
+ 777.5%
$11.8K - $12.6K
351 $18.2K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
211
New
$7.99K - $8.58K
211 $10.9K
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
127
New
$4.81K - $5.17K
127 $6.58K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
50
+ 0.42%
$1.89K - $2.03K
11.9K $619K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
8
+ 0.39%
$303 - $325
2.06K $107K
Q1 2023
May 12, 2023 Q1 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
73.5K
New
$2.64M - $2.92M
73.5K $3.81M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
37.2K
New
$1.34M - $1.48M
37.2K $1.93M
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
24.1K
New
$868K - $958K
24.1K $1.25M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
12.3K
New
$443K - $489K
12.3K $639K
Apr 24, 2023 Q1 2023
Imc Chicago, LLC

BUY
 -
7.2K
+ 12.32%
$259K - $285K
65.6K $3.4M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
6.19K
New
$222K - $245K
6.19K $321K
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
5.3K
New
$190K - $210K
5.3K $275K
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
5.22K
New
$188K - $207K
5.22K $270K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
2.37K
New
$85.1K - $93.9K
2.37K $123K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.53K
New
$54.9K - $60.6K
1.53K $79.2K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
655
New
$23.5K - $26K
655 $34K
May 12, 2023 Q1 2023
Hbc Financial Services, Pllc

BUY
 -
511
New
$18.4K - $20.3K
511 $26.5K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
500
+ 135.5%
$18K - $19.8K
869 $45K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
335
New
$12K - $13.3K
335 $17.4K
May 04, 2023 Q1 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
135
New
$4.85K - $5.35K
135 $7K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
135
New
$4.85K - $5.35K
135 $7K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
113
New
$4.06K - $4.48K
113 $5.86K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
100
New
$3.6K - $3.97K
100 $5.18K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
83
New
$2.98K - $3.29K
83 $4.3K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
53
+ 41.09%
$1.91K - $2.1K
182 $9.43K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
40
New
$1.44K - $1.59K
40 $2.07K
May 10, 2023 Q1 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
27
New
$971 - $1.07K
27 $1.4K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
968K
New
$31.3M - $35M
968K $50.2M
Feb 06, 2023 Q4 2022
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
7.89K
New
$255K - $286K
7.89K $409K
Feb 06, 2023 Q4 2022
Heritage Investors Management Corp

BUY
 -
5.69K
New
$184K - $206K
5.69K $295K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
2.64K
+ 10.86%
$85.3K - $95.6K
26.9K $1.4M
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
1.9K
+ 19.01%
$61.5K - $68.9K
11.9K $618K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
43
+ 100.0%
$1.39K - $1.56K
86 $4.46K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
20
New
$646 - $724
20 $1.04K
Jan 10, 2023 Q4 2022
West Financial Advisors, LLC

BUY
 -
13
New
$420 - $470
13 $674
Q3 2022
Nov 08, 2022 Q3 2022
Wealthsimple Inc.

Toronto, A6
BUY
 -
133K
+ 2.32%
$4.29M - $4.77M
5.86M $304M
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

BUY
 -
126K
+ 3.58%
$4.06M - $4.52M
3.64M $189M
Oct 20, 2022 Q3 2022
4 J Wealth Management LLC

BUY
 -
43.6K
New
$1.41M - $1.57M
43.6K $2.26M
Nov 09, 2022 Q3 2022
Fure Financial Corp

Bloomington, MN
BUY
 -
35.3K
New
$1.14M - $1.27M
35.3K $1.83M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2.4K
New
$77.4K - $86.1K
2.4K $124K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
1.07K
New
$34.4K - $38.3K
1.07K $55.4K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
116
New
$3.74K - $4.16K
116 $6.01K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
84
New
$2.71K - $3.01K
84 $4.35K

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