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 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.36K- 3.82% |
$70.7K - $83.9K
|
34.1K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 1.88% |
$67.3K - $79.8K
|
67.3K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.17K- 24.21% |
$61.1K - $72.5K
|
3.67K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 2.35% |
$60K - $71.2K
|
47.7K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 2.57% |
$58.9K - $69.9K
|
42.8K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.12K- 7.51% |
$58.6K - $69.5K
|
13.8K
$939K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 7.92% |
$57.9K - $68.7K
|
12.9K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.08K- 3.61% |
$56.5K - $67K
|
28.9K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-913- 1.16% |
$47.6K - $56.5K
|
77.6K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-843- 17.45% |
$44K - $52.2K
|
3.99K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-800- 2.22% |
$41.8K - $49.5K
|
35.3K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-750- 7.31% |
$39.1K - $46.4K
|
9.51K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-717- 0.72% |
$37.4K - $44.4K
|
98.3K
$6.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-687- 2.98% |
$35.9K - $42.5K
|
22.4K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-600- 4.69% |
$31.3K - $37.1K
|
12.2K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-594- 8.18% |
$31K - $36.8K
|
6.67K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-502- 6.82% |
$26.2K - $31.1K
|
6.86K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-467- 1.09% |
$24.4K - $28.9K
|
42.4K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-335- 13.71% |
$17.5K - $20.7K
|
2.11K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 0.86% |
$15.7K - $18.6K
|
34.6K
$2.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 2.01% |
$15.7K - $18.6K
|
14.6K
$992K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 9.45% |
$15K - $17.8K
|
2.76K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-267- 2.14% |
$13.9K - $16.5K
|
12.2K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-255- 22.14% |
$13.3K - $15.8K
|
897
$60.9K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-234- 12.33% |
$12.2K - $14.5K
|
1.66K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-233- 2.03% |
$12.2K - $14.4K
|
11.3K
$765K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-187- 0.18% |
$9.76K - $11.6K
|
104K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 4.04% |
$9.45K - $11.2K
|
4.3K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.71% |
$7.83K - $9.28K
|
21K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-142- 3.24% |
$7.41K - $8.79K
|
4.24K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-138- 47.92% |
$7.2K - $8.54K
|
150
$10.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-131- 6.41% |
$6.84K - $8.11K
|
1.91K
$130K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-121- 0.45% |
$6.31K - $7.49K
|
26.9K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-100- 0.97% |
$5.22K - $6.19K
|
10.2K
$693K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 0.08% |
$2.61K - $3.09K
|
66.4K
$4.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-38- 2.21% |
$1.98K - $2.35K
|
1.68K
$114K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24- 0.18% |
$1.25K - $1.49K
|
13.5K
$915K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 7.76% |
$939 - $1.11K
|
214
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.27% |
$887 - $1.05K
|
6.31K
$429K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 6.67% |
$261 - $309
|
70
$4.76K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.89M- 100.0% |
$95.9M - $104M
|
29
$1.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-76.4K- 88.05% |
$3.88M - $4.22M
|
10.4K
$704K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52K- 10.55% |
$2.64M - $2.87M
|
441K
$29.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 19.38% |
$1.19M - $1.3M
|
97.7K
$6.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.2K- 48.54% |
$976K - $1.06M
|
20.4K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8K- 14.41% |
$406K - $442K
|
47.5K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.78K- 9.15% |
$344K - $374K
|
67.3K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.95K- 99.37% |
$201K - $218K
|
25
$1.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.73K- 36.75% |
$139K - $151K
|
4.7K
$320K
|
|