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 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-176- 84.62% |
$10.4K - $12K
|
32
$2.34K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-161- 83.85% |
$9.49K - $10.9K
|
31
$2.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-155- 1.15% |
$9.14K - $10.5K
|
13.3K
$973K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-145- 2.86% |
$8.55K - $9.86K
|
4.93K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-128- 1.79% |
$7.55K - $8.7K
|
7.03K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-100- 0.98% |
$5.9K - $6.8K
|
10.1K
$738K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 37.17% |
$5.9K - $6.8K
|
169
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-64- 4.0% |
$3.77K - $4.35K
|
1.54K
$112K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 0.33% |
$2.54K - $2.92K
|
12.8K
$938K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-34- 0.21% |
$2K - $2.31K
|
16.5K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-21- 80.77% |
$1.24K - $1.43K
|
5
$365
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-16- 9.76% |
$943 - $1.09K
|
148
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 0.13% |
$884 - $1.02K
|
12K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-11- 0.31% |
$649 - $748
|
3.56K
$260K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95M- 98.38% |
$154M - $183M
|
48.5K
$3.54M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.65M- 41.45% |
$138M - $164M
|
3.74M
$273M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-293K- 21.72% |
$15.3M - $18.1M
|
1.06M
$77.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-285K- 90.71% |
$14.9M - $17.7M
|
29.2K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-31.6K- 99.59% |
$1.65M - $1.95M
|
130
$9.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 98.38% |
$1.51M - $1.79M
|
476
$34.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-3.1K- 7.09% |
$162K - $192K
|
40.6K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.52K- 32.42% |
$131K - $156K
|
5.25K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-2.19K- 12.61% |
$114K - $135K
|
15.2K
$1.11M
|
|
|
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
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.17K- 24.21% |
$61.1K - $72.5K
|
3.67K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-843- 17.45% |
$44K - $52.2K
|
3.99K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 2.01% |
$15.7K - $18.6K
|
14.6K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 9.45% |
$15K - $17.8K
|
2.76K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-234- 12.33% |
$12.2K - $14.5K
|
1.66K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-138- 47.92% |
$7.2K - $8.54K
|
150
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-121- 0.45% |
$6.31K - $7.49K
|
26.9K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 0.08% |
$2.61K - $3.09K
|
66.4K
$4.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-38- 2.21% |
$1.98K - $2.35K
|
1.68K
$123K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 6.67% |
$261 - $309
|
70
$5.11K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$12.4M
|
|
|
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
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8K- 14.41% |
$406K - $442K
|
47.5K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.95K- 99.37% |
$201K - $218K
|
25
$1.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 86.89% |
$61.2K - $66.6K
|
182
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-172- 52.12% |
$8.73K - $9.5K
|
158
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-156- 1.22% |
$7.92K - $8.62K
|
12.7K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-152- 2.71% |
$7.72K - $8.39K
|
5.45K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-108- 0.49% |
$5.48K - $5.96K
|
22K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-103- 1.01% |
$5.23K - $5.69K
|
10.1K
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 2.41% |
$1.83K - $1.99K
|
1.46K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-35- 25.74% |
$1.78K - $1.93K
|
101
$7.38K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365K- 54.96% |
$16.9M - $19.4M
|
299K
$21.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21.5K- 64.8% |
$993K - $1.14M
|
11.7K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 28.94% |
$296K - $340K
|
15.8K
$1.15M
|
|