Latest Institutional Sells of World Gold Trust (GLDM)
This list provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$9.35M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-76.9K- 74.52% |
$3.9M - $4.25M
|
26.3K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64.4K- 49.5% |
$3.27M - $3.56M
|
65.7K
$3.61M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-56.7K- 8.04% |
$2.88M - $3.13M
|
649K
$35.6M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.4K- 6.47% |
$986K - $1.07M
|
281K
$15.4M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.2K- 48.54% |
$976K - $1.06M
|
20.4K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-15.2K- 5.11% |
$774K - $842K
|
283K
$15.6M
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.2K- 66.17% |
$721K - $784K
|
7.26K
$399K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 59.27% |
$611K - $664K
|
8.26K
$454K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.3K- 44.59% |
$523K - $569K
|
12.8K
$703K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.41K- 62.79% |
$478K - $520K
|
5.58K
$306K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 67.54% |
$451K - $491K
|
4.27K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.76K- 6.12% |
$445K - $484K
|
134K
$7.38M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.52K- 53.97% |
$432K - $470K
|
7.26K
$399K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.85K- 41.08% |
$348K - $378K
|
9.82K
$539K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.91K- 50.77% |
$249K - $271K
|
4.76K
$261K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.15K- 24.49% |
$109K - $119K
|
6.63K
$364K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.12K- 1.58% |
$108K - $117K
|
132K
$7.24M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.65K- 0.68% |
$83.8K - $91.2K
|
240K
$13.2M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.62K- 17.83% |
$82.4K - $89.6K
|
7.48K
$411K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.4K- 3.94% |
$70.8K - $77K
|
34K
$1.87M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.24K- 1.47% |
$62.8K - $68.3K
|
82.8K
$4.55M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 86.89% |
$61.2K - $66.6K
|
182
$9.99K
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.13K- 5.91% |
$57.2K - $62.2K
|
17.9K
$985K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.13K- 1.88% |
$57.1K - $62.1K
|
58.8K
$3.23M
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-802- 0.35% |
$40.7K - $44.3K
|
226K
$12.4M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-733- 2.16% |
$37.2K - $40.5K
|
33.3K
$1.83M
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-635- 0.77% |
$32.2K - $35.1K
|
81.9K
$4.5M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-296- 3.43% |
$15K - $16.3K
|
8.35K
$458K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-210- 0.83% |
$10.7K - $11.6K
|
25.1K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-172- 52.12% |
$8.73K - $9.5K
|
158
$8.68K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130- 0.12% |
$6.6K - $7.18K
|
113K
$6.18M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-77- 2.46% |
$3.91K - $4.25K
|
3.05K
$167K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 2.41% |
$1.83K - $1.99K
|
1.46K
$80.1K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 0.23% |
$1.78K - $1.93K
|
14.9K
$818K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$50.8 - $55.2
|
6.01K
$330K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13M- 33.63% |
$52.3M - $60.1M
|
2.24M
$123M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365K- 54.96% |
$16.9M - $19.4M
|
299K
$16.4M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-252K- 18.01% |
$11.6M - $13.3M
|
1.15M
$62.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-233K- 35.9% |
$10.8M - $12.4M
|
417K
$22.9M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-215K- 10.36% |
$9.95M - $11.4M
|
1.86M
$102M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-107K- 60.38% |
$4.96M - $5.69M
|
70.4K
$3.87M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-91.5K- 93.61% |
$4.23M - $4.85M
|
6.25K
$343K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.8K- 77.0% |
$4.1M - $4.71M
|
26.5K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.6K- 7.3% |
$2.94M - $3.37M
|
807K
$44.3M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-48.8K- 19.93% |
$2.25M - $2.59M
|
196K
$10.8M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46.1K- 26.82% |
$2.13M - $2.44M
|
126K
$6.91M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.9K- 4.59% |
$2.08M - $2.38M
|
934K
$51.3M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.3K- 19.66% |
$2M - $2.29M
|
177K
$9.72M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-37.1K- 4.67% |
$1.71M - $1.96M
|
757K
$41.6M
|