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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26New |
$838 - $933
|
26
$1.35K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23New |
$742 - $825
|
23
$1.19K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 9.05% |
$580 - $646
|
217
$11.2K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
226KNew |
$8.12M - $8.9M
|
226K
$11.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
50.2K+ 903.8% |
$1.8M - $1.97M
|
55.8K
$2.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
36.9KNew |
$1.32M - $1.45M
|
36.9K
$1.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25.4KNew |
$910K - $997K
|
25.4K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
23.4KNew |
$840K - $920K
|
23.4K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11KNew |
$396K - $434K
|
11K
$572K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
10.1K+ 3.78% |
$364K - $399K
|
279K
$14.4M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
7.46KNew |
$268K - $293K
|
7.46K
$387K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.98KNew |
$251K - $275K
|
6.98K
$362K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.64KNew |
$202K - $222K
|
5.64K
$293K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.89K+ 50.49% |
$176K - $192K
|
14.6K
$756K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.44K+ 22.98% |
$124K - $135K
|
18.4K
$955K
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$110K - $121K
|
3.07K
$159K
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.64K+ 2.6% |
$59K - $64.6K
|
64.9K
$3.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.37KNew |
$49.2K - $53.9K
|
1.37K
$71K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
837New |
$30K - $32.9K
|
837
$43.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
697New |
$25K - $27.4K
|
697
$36.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
189New |
$6.78K - $7.43K
|
189
$9.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$6.24K - $6.84K
|
174
$9.02K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
47New |
$1.69K - $1.85K
|
47
$2.44K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41New |
$1.47K - $1.61K
|
41
$2.13K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25.5KNew |
$906K - $1.04M
|
25.5K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24KNew |
$853K - $979K
|
24K
$1.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14.4KNew |
$512K - $587K
|
14.4K
$747K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12KNew |
$426K - $489K
|
12K
$622K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.8KNew |
$382K - $438K
|
10.8K
$557K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.53KNew |
$161K - $185K
|
4.53K
$235K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$53.3K - $61.2K
|
1.5K
$77.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
191New |
$6.79K - $7.79K
|
191
$9.9K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
125New |
$4.44K - $5.1K
|
125
$6.48K
|
|