Latest Institutional Transactions on World Gold Trust (GLDM)
This table provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 3.14% |
$403K - $439K
|
245K
$14.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.3KNew |
$880K - $958K
|
17.3K
$1.05M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$262K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.16K- 12.2% |
$161K - $175K
|
22.8K
$1.37M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16.5KNew |
$836K - $910K
|
16.5K
$993K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.58KNew |
$232K - $253K
|
4.58K
$276K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-25.6K- 3.38% |
$1.3M - $1.41M
|
731K
$44.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
232New |
$11.8K - $12.8K
|
232
$14K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.42KNew |
$123K - $134K
|
2.42K
$146K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.55% |
$102 - $110
|
366
$22.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.67K- 2.59% |
$84.5K - $92K
|
62.5K
$3.77M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44K+ 5.03% |
$2.23M - $2.43M
|
918K
$55.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.51KNew |
$331K - $360K
|
6.51K
$393K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
37.7KNew |
$1.91M - $2.08M
|
37.7K
$2.27M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-879- 6.04% |
$44.6K - $48.5K
|
13.7K
$824K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
156K+ 27.3% |
$7.94M - $8.64M
|
730K
$44M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.53K- 25.5% |
$179K - $195K
|
10.3K
$621K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
88.9K+ 1421.19% |
$4.51M - $4.91M
|
95.1K
$5.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.76K+ 29.41% |
$191K - $208K
|
16.5K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.4K+ 6.63% |
$1.49M - $1.63M
|
474K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.38K+ 2.15% |
$273K - $297K
|
255K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
14.5KNew |
$736K - $801K
|
14.5K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-31- 0.27% |
$1.57K - $1.71K
|
11.5K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-42- 0.02% |
$2.13K - $2.32K
|
238K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 3.25% |
$59.5K - $64.8K
|
34.9K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-57K- 3.98% |
$2.89M - $3.15M
|
1.38M
$83M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.55K- 26.11% |
$129K - $141K
|
7.21K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.29K+ 80.63% |
$167K - $182K
|
7.37K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 1.93% |
$3.91K - $4.25K
|
3.92K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 4.92% |
$2.02M - $2.19M
|
768K
$46.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-14.2K- 2.07% |
$723K - $786K
|
674K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
228K+ 12.25% |
$11.6M - $12.6M
|
2.09M
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.3K+ 8.22% |
$320K - $348K
|
82.9K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
74.2K+ 2.13% |
$3.77M - $4.1M
|
3.56M
$215M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-273- 5.14% |
$13.9K - $15.1K
|
5.04K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.97K+ 2.75% |
$252K - $274K
|
186K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
88.2K+ 100.39% |
$4.48M - $4.87M
|
176K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-129K- 24.65% |
$6.53M - $7.11M
|
393K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$81.2K - $88.4K
|
1.6K
$96.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 38.02% |
$357K - $389K
|
25.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
17.8K+ 36.66% |
$904K - $984K
|
66.4K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-164K- 5.09% |
$8.33M - $9.06M
|
3.06M
$185M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
273+ 4.51% |
$13.9K - $15.1K
|
6.33K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-43.8K- 35.79% |
$2.22M - $2.42M
|
78.6K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-543- 32.04% |
$27.6K - $30K
|
1.15K
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
43.7KNew |
$2.22M - $2.41M
|
43.7K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.8KNew |
$955K - $1.04M
|
18.8K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-29.6K- 58.32% |
$1.5M - $1.64M
|
21.2K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-4.29K- 1.4% |
$218K - $237K
|
302K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-39- 0.99% |
$1.98K - $2.15K
|
3.92K
$236K
|