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 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-300- 4.44% |
$13.4K - $14.4K
|
6.46K
$339K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-295- 0.27% |
$13.1K - $14.2K
|
109K
$5.75M
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-293- 0.2% |
$13K - $14.1K
|
148K
$7.8M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-279- 73.81% |
$12.4K - $13.4K
|
99
$5.2K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-265- 0.8% |
$11.8K - $12.7K
|
33K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-235- 0.83% |
$10.5K - $11.3K
|
28.1K
$1.47M
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-205- 1.02% |
$9.13K - $9.86K
|
19.8K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-185- 3.82% |
$8.24K - $8.9K
|
4.66K
$245K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-167- 12.56% |
$7.43K - $8.03K
|
1.16K
$61.1K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-150- 12.4% |
$6.68K - $7.22K
|
1.06K
$55.7K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-116- 1.15% |
$5.16K - $5.58K
|
10K
$526K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.25% |
$2.23K - $2.41K
|
19.7K
$1.04M
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-50- 0.39% |
$2.23K - $2.41K
|
12.9K
$677K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 42.53% |
$1.65K - $1.78K
|
50
$2.63K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28- 0.08% |
$1.25K - $1.35K
|
33.6K
$1.77M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 0.04% |
$1.16K - $1.25K
|
71.5K
$3.76M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-21- 0.32% |
$935 - $1.01K
|
6.57K
$345K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 0.88% |
$890 - $962
|
2.25K
$118K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-13- 6.88% |
$579 - $625
|
176
$9.25K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 0.08% |
$534 - $577
|
14.7K
$775K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-397K- 6.33% |
$15.7M - $17.5M
|
5.88M
$309M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-92.2K- 1.45% |
$3.64M - $4.06M
|
6.26M
$329M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55.1K- 15.56% |
$2.18M - $2.43M
|
299K
$15.7M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.2K- 32.67% |
$1.43M - $1.59M
|
74.6K
$3.92M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 16.6% |
$673K - $751K
|
85.7K
$4.5M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15.9K- 30.11% |
$627K - $699K
|
36.9K
$1.94M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-14.7K- 57.19% |
$582K - $649K
|
11K
$580K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 11.48% |
$580K - $647K
|
113K
$5.95M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.2K- 10.45% |
$166K - $185K
|
36K
$1.89M
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.8KClosed |
$111K - $123K
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-536- 94.37% |
$21.2K - $23.6K
|
32
$1.68K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 42.86% |
$8.89K - $9.91K
|
300
$15.8K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-113- 0.86% |
$4.46K - $4.98K
|
13K
$683K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-108- 1.76% |
$4.26K - $4.76K
|
6.04K
$317K
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.18% |
$3.95K - $4.41K
|
55.1K
$2.89M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 49.02% |
$3.95K - $4.41K
|
104
$5.47K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-89- 1.44% |
$3.51K - $3.92K
|
6.11K
$321K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.1% |
$355 - $396
|
808
$42.5K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.6M- 10.39% |
$57.8M - $66M
|
13.8M
$725M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 26.25% |
$1.03M - $1.17M
|
79.8K
$4.19M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 41.22% |
$838K - $957K
|
33.1K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 3.12% |
$154K - $175K
|
132K
$6.95M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.25K- 57.05% |
$117K - $134K
|
2.44K
$128K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-890- 5.2% |
$32.1K - $36.7K
|
16.2K
$852K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-876- 10.4% |
$31.6K - $36.1K
|
7.55K
$397K
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-655- 9.98% |
$23.7K - $27K
|
5.91K
$310K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-350- 2.22% |
$12.6K - $14.4K
|
15.4K
$811K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 9.09% |
$3.61K - $4.12K
|
1K
$52.6K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-86- 77.48% |
$3.11K - $3.55K
|
25
$1.31K
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-35- 0.4% |
$1.26K - $1.44K
|
8.65K
$455K
|