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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
20New |
$924 - $1.06K
|
20
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.57K- 5.76% |
$72.3K - $83K
|
25.6K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.04KNew |
$187K - $214K
|
4.04K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$231 - $265
|
5
$289
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-501- 1.35% |
$23.1K - $26.6K
|
36.5K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6K+ 7.87% |
$73.7K - $84.6K
|
21.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-148- 2.27% |
$6.84K - $7.85K
|
6.36K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16KNew |
$738K - $846K
|
16K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
546New |
$25.2K - $28.9K
|
546
$31.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.6KNew |
$488K - $560K
|
10.6K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.15K+ 32.9% |
$192K - $220K
|
16.8K
$969K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.43KNew |
$205K - $235K
|
4.43K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
49New |
$2.26K - $2.6K
|
49
$2.83K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$58K - $66.6K
|
1.26K
$72.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$2.77K - $3.18K
|
60
$3.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25New |
$1.16K - $1.33K
|
25
$1.45K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.09K+ 134.9% |
$50.4K - $57.8K
|
1.9K
$110K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-254- 0.52% |
$11.7K - $13.5K
|
48.4K
$2.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-291- 2.27% |
$13.4K - $15.4K
|
12.5K
$723K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58.3K+ 131.78% |
$2.7M - $3.09M
|
103K
$5.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
13.6KNew |
$629K - $722K
|
13.6K
$787K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-614- 10.08% |
$28.4K - $32.5K
|
5.48K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.12KNew |
$97.9K - $112K
|
2.12K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$586K - $672K
|
12.7K
$733K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.2KNew |
$657K - $754K
|
14.2K
$822K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$462 - $530
|
10
$578
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
944+ 11.3% |
$43.6K - $50K
|
9.3K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-27- 0.14% |
$1.25K - $1.43K
|
19.7K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$612K - $702K
|
13.2K
$766K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$185 - $212
|
4
$231
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21.5K- 64.8% |
$993K - $1.14M
|
11.7K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.25K+ 11.3% |
$57.5K - $66K
|
12.3K
$709K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-100- 56.82% |
$4.62K - $5.3K
|
76
$4.39K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8KNew |
$370K - $424K
|
8K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.02KNew |
$47.1K - $54.1K
|
1.02K
$59K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.01KNew |
$185K - $212K
|
4.01K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.1K+ 8.16% |
$882K - $1.01M
|
253K
$14.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 164.0% |
$1.89K - $2.17K
|
66
$3.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.05% |
$139 - $159
|
6.04K
$349K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
202New |
$9.33K - $10.7K
|
202
$11.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.52K - $1.75K
|
33
$1.91K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.7KNew |
$540K - $620K
|
11.7K
$676K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365K- 54.96% |
$16.9M - $19.4M
|
299K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 21.15% |
$3.98M - $4.57M
|
493K
$28.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$554 - $636
|
12
$694
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-242- 5.57% |
$11.2K - $12.8K
|
4.1K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$29K - $33.3K
|
628
$36.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 28.94% |
$296K - $340K
|
15.8K
$911K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
545+ 0.93% |
$25.2K - $28.9K
|
59.2K
$3.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 6.6% |
$323 - $371
|
99
$5.72K
|