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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.06K- 28.62% |
$270K - $291K
|
15.1K
$794K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 7.24% |
$269K - $290K
|
77.3K
$4.06M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.96K- 4.31% |
$265K - $287K
|
132K
$6.94M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.52K- 6.8% |
$246K - $266K
|
75.7K
$3.98M
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5.4K- 3.31% |
$240K - $260K
|
158K
$8.3M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.13K- 12.4% |
$228K - $247K
|
36.2K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 5.04% |
$195K - $210K
|
82.4K
$4.33M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.36K- 5.25% |
$194K - $210K
|
78.8K
$4.14M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 7.86% |
$191K - $207K
|
50.4K
$2.65M
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.67K- 5.63% |
$163K - $176K
|
61.4K
$3.23M
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.39K- 4.5% |
$151K - $163K
|
72K
$3.79M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.03K- 54.02% |
$135K - $146K
|
2.58K
$135K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.7K- 6.8% |
$120K - $130K
|
37K
$1.94M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.5K- 8.01% |
$111K - $120K
|
28.7K
$1.51M
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-2.49K- 11.36% |
$111K - $120K
|
19.4K
$1.02M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 4.79% |
$109K - $118K
|
48.6K
$2.56M
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.34K- 9.89% |
$104K - $113K
|
21.3K
$1.12M
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-2.17K- 1.92% |
$96.4K - $104K
|
111K
$5.81M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 3.03% |
$93.8K - $101K
|
67.4K
$3.54M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.09K- 3.15% |
$92.8K - $100K
|
64.1K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.95K- 7.56% |
$87K - $94K
|
23.9K
$1.26M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.93K- 1.38% |
$85.9K - $92.9K
|
138K
$7.26M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.68K- 3.78% |
$74.6K - $80.6K
|
42.7K
$2.24M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 3.36% |
$74K - $80K
|
47.8K
$2.51M
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.62K- 0.11% |
$72.2K - $78K
|
1.5M
$78.6M
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.53K- 1.49% |
$67.9K - $73.4K
|
101K
$5.32M
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.05% |
$67.7K - $73.2K
|
72.7K
$3.82M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 3.9% |
$65.8K - $71.1K
|
36.4K
$1.91M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.3K- 2.28% |
$57.8K - $62.5K
|
55.6K
$2.92M
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.28K- 10.0% |
$56.8K - $61.3K
|
11.5K
$603K
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.3% |
$51K - $55.1K
|
25.5K
$1.34M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.14K- 15.77% |
$50.8K - $54.9K
|
6.09K
$320K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 32.97% |
$48.1K - $52K
|
2.2K
$115K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.07K- 1.24% |
$47.4K - $51.2K
|
84.6K
$4.45M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 1.48% |
$44.5K - $48.1K
|
66.5K
$3.5M
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-910- 3.06% |
$40.5K - $43.8K
|
28.8K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-892- 16.65% |
$39.7K - $42.9K
|
4.47K
$235K
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-837- 6.14% |
$37.3K - $40.3K
|
12.8K
$672K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-817- 5.16% |
$36.4K - $39.3K
|
15K
$789K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-741- 7.11% |
$33K - $35.6K
|
9.69K
$509K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-609- 2.99% |
$27.1K - $29.3K
|
19.8K
$1.04M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-553- 13.91% |
$24.6K - $26.6K
|
3.42K
$180K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-552- 23.7% |
$24.6K - $26.6K
|
1.78K
$93.4K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-513- 9.71% |
$22.8K - $24.7K
|
4.77K
$251K
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-513- 9.71% |
$22.8K - $24.7K
|
4.77K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-490- 2.29% |
$21.8K - $23.6K
|
21K
$1.1M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-464- 84.98% |
$20.7K - $22.3K
|
82
$4.31K
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-395- 1.49% |
$17.6K - $19K
|
26.1K
$1.37M
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-366- 1.8% |
$16.3K - $17.6K
|
20K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-312- 6.51% |
$13.9K - $15K
|
4.48K
$235K
|