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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-21.7K- 26.2% |
$1.13M - $1.34M
|
61.2K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-19.7K- 91.44% |
$1.03M - $1.22M
|
1.85K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-17.3K- 1.47% |
$902K - $1.07M
|
1.15M
$78.5M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17.1K- 0.3% |
$891K - $1.06M
|
5.73M
$389M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-15.4K- 17.27% |
$802K - $951K
|
73.6K
$5M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.7K- 7.35% |
$661K - $784K
|
160K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.3K- 30.4% |
$592K - $702K
|
26K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-10.2K- 1.57% |
$532K - $630K
|
639K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.92K- 58.09% |
$518K - $614K
|
7.16K
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.55K- 53.28% |
$499K - $591K
|
8.38K
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-9.25K- 33.76% |
$483K - $572K
|
18.1K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.98K- 37.4% |
$469K - $556K
|
15K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.88K- 16.24% |
$463K - $549K
|
45.8K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 16.14% |
$421K - $499K
|
41.9K
$2.85M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-6.66K- 29.26% |
$348K - $412K
|
16.1K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-6.34K- 32.0% |
$331K - $392K
|
13.5K
$915K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.16K- 23.43% |
$322K - $381K
|
20.1K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 9.21% |
$291K - $346K
|
55.1K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.42K- 49.38% |
$283K - $335K
|
5.55K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5K- 6.8% |
$261K - $309K
|
68.5K
$4.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.86K- 17.59% |
$254K - $301K
|
22.8K
$1.55M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.3K- 8.67% |
$225K - $266K
|
45.3K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.2K- 3.12% |
$219K - $260K
|
130K
$8.85M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.55K- 16.75% |
$185K - $220K
|
17.6K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 6.06% |
$182K - $216K
|
54.2K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.22K- 1.94% |
$168K - $199K
|
162K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-3.1K- 7.09% |
$162K - $192K
|
40.6K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.98K- 36.07% |
$156K - $184K
|
5.28K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.87K- 2.52% |
$150K - $178K
|
111K
$7.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.79K- 25.27% |
$146K - $173K
|
8.26K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.7K- 14.93% |
$141K - $167K
|
15.4K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.66K- 2.7% |
$139K - $165K
|
95.9K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.57K- 5.13% |
$134K - $159K
|
47.5K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.52K- 32.42% |
$131K - $156K
|
5.25K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.31K- 3.03% |
$120K - $143K
|
73.7K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.25K- 5.96% |
$118K - $139K
|
35.6K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.24K- 0.94% |
$117K - $139K
|
236K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-2.19K- 12.61% |
$114K - $135K
|
15.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.11K- 0.45% |
$110K - $131K
|
472K
$32M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2K- 21.51% |
$104K - $124K
|
7.3K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.97K- 0.88% |
$103K - $122K
|
221K
$15M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.84K- 2.91% |
$95.9K - $114K
|
61.4K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 13.72% |
$93.8K - $111K
|
11.3K
$768K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.77K- 3.8% |
$92.2K - $109K
|
44.7K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.76K- 7.81% |
$91.6K - $109K
|
20.7K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.51K- 7.35% |
$78.8K - $93.5K
|
19K
$1.29M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.51K- 1.21% |
$78.5K - $93.1K
|
123K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.5K- 1.43% |
$78.4K - $93K
|
104K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.39K- 8.38% |
$72.3K - $85.8K
|
15.2K
$1.03M
|