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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.9K- 33.2% |
$134K - $154K
|
5.84K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 4.26% |
$133K - $152K
|
64.5K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.83K- 14.42% |
$131K - $150K
|
16.8K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.8K- 2.64% |
$129K - $148K
|
103K
$5.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.71K- 1.72% |
$125K - $144K
|
155K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 5.63% |
$123K - $141K
|
44.5K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.27K- 0.41% |
$105K - $120K
|
554K
$28.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.09K- 18.28% |
$96.6K - $111K
|
9.35K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.05K- 9.81% |
$94.8K - $109K
|
18.9K
$979K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.96K- 3.75% |
$90.6K - $104K
|
50.3K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.93K- 12.21% |
$89.3K - $102K
|
13.9K
$721K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.92K- 7.05% |
$88.8K - $102K
|
25.3K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.88K- 1.7% |
$86.9K - $99.7K
|
109K
$5.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 2.43% |
$86.6K - $99.3K
|
75.4K
$3.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.8K- 2.38% |
$83.2K - $95.5K
|
73.9K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.77K- 23.25% |
$81.9K - $93.9K
|
5.85K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.74K- 0.78% |
$80.5K - $92.3K
|
221K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.73K- 8.77% |
$80.1K - $91.9K
|
18K
$935K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.67K- 2.73% |
$77.1K - $88.4K
|
59.4K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.57K- 5.76% |
$72.3K - $83K
|
25.6K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.56K- 5.42% |
$72.2K - $82.9K
|
27.3K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 1.41% |
$69.8K - $80K
|
105K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.45K- 1.21% |
$66.8K - $76.6K
|
118K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.39K- 3.88% |
$64K - $73.5K
|
34.4K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.11K- 0.35% |
$51.3K - $58.8K
|
315K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.08K- 0.07% |
$49.7K - $57K
|
1.63M
$84.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.05K- 1.91% |
$48.5K - $55.7K
|
54K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 0.94% |
$47.7K - $54.7K
|
108K
$5.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-968- 14.73% |
$44.7K - $51.3K
|
5.6K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-934- 3.26% |
$43.2K - $49.5K
|
27.8K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-890- 2.12% |
$41.1K - $47.2K
|
41.1K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-857- 38.17% |
$39.6K - $45.4K
|
1.39K
$72K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-767- 3.96% |
$35.4K - $40.7K
|
18.6K
$965K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-732- 1.24% |
$33.8K - $38.8K
|
58.4K
$3.03M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-725- 11.22% |
$33.5K - $38.4K
|
5.73K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-719- 4.71% |
$33.2K - $38.1K
|
14.5K
$754K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-614- 10.08% |
$28.4K - $32.5K
|
5.48K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-598- 3.46% |
$27.6K - $31.7K
|
16.7K
$864K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-529- 0.54% |
$24.4K - $28K
|
96.8K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-501- 1.35% |
$23.1K - $26.6K
|
36.5K
$1.89M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 8.39% |
$23.1K - $26.5K
|
5.46K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-497- 3.31% |
$23K - $26.3K
|
14.5K
$752K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-490- 4.1% |
$22.6K - $26K
|
11.5K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-468- 10.48% |
$21.6K - $24.8K
|
4K
$207K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-370- 4.74% |
$17.1K - $19.6K
|
7.44K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-291- 2.27% |
$13.4K - $15.4K
|
12.5K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259- 0.71% |
$12K - $13.7K
|
36.1K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-258- 0.23% |
$11.9K - $13.7K
|
113K
$5.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-254- 0.52% |
$11.7K - $13.5K
|
48.4K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.45% |
$11.3K - $13K
|
9.76K
$506K
|