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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500+ 135.5% |
$18K - $19.8K
|
869
$50.2K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
27New |
$971 - $1.07K
|
27
$1.56K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.53KNew |
$54.9K - $60.6K
|
1.53K
$88.3K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.37KNew |
$85.1K - $93.9K
|
2.37K
$137K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.75K- 24.44% |
$63.1K - $69.6K
|
5.42K
$314K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
135New |
$4.85K - $5.35K
|
135
$7.81K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.3KNew |
$190K - $210K
|
5.3K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.04K- 46.35% |
$145K - $160K
|
4.68K
$271K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-262- 4.13% |
$9.42K - $10.4K
|
6.09K
$352K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
7.2K+ 12.32% |
$259K - $285K
|
65.6K
$3.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
655New |
$23.5K - $26K
|
655
$37.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 41.09% |
$1.91K - $2.1K
|
182
$10.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
24.1KNew |
$868K - $958K
|
24.1K
$1.4M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-16.7K- 62.94% |
$538K - $603K
|
9.81K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
968KNew |
$31.3M - $35M
|
968K
$56M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 7.62% |
$41.7K - $46.7K
|
15.7K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.39K - $1.56K
|
86
$4.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6- 0.05% |
$194 - $217
|
12.7K
$737K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.89KNew |
$255K - $286K
|
7.89K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
5.69KNew |
$184K - $206K
|
5.69K
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.64K+ 10.86% |
$85.3K - $95.6K
|
26.9K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.9K+ 19.01% |
$61.5K - $68.9K
|
11.9K
$689K
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.38K- 19.19% |
$271K - $303K
|
35.3K
$2.04M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20New |
$646 - $724
|
20
$1.16K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
13New |
$420 - $470
|
13
$752
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23New |
$742 - $825
|
23
$1.33K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 9.05% |
$580 - $646
|
217
$12.5K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
116New |
$3.74K - $4.16K
|
116
$6.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-254K- 91.3% |
$8.18M - $9.1M
|
24.2K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
84New |
$2.71K - $3.01K
|
84
$4.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-500- 9.3% |
$16.1K - $17.9K
|
4.88K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.4KNew |
$77.4K - $86.1K
|
2.4K
$139K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-18- 0.55% |
$580 - $646
|
3.27K
$189K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
35.3KNew |
$1.14M - $1.27M
|
35.3K
$2.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
126K+ 3.58% |
$4.06M - $4.52M
|
3.64M
$210M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
133K+ 2.32% |
$4.29M - $4.77M
|
5.86M
$339M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-86.1K- 99.99% |
$2.78M - $3.09M
|
7
$405
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-30.9K- 57.68% |
$996K - $1.11M
|
22.7K
$1.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$34.4K - $38.3K
|
1.07K
$61.8K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
43.6KNew |
$1.41M - $1.57M
|
43.6K
$2.52M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-199K- 58.92% |
$6.42M - $7.14M
|
139K
$8.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26New |
$838 - $933
|
26
$1.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.21K- 3.45% |
$39K - $43.4K
|
33.8K
$1.96M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.34KClosed |
$227K - $249K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.64KNew |
$202K - $222K
|
5.64K
$326K
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-145Closed |
$5.2K - $5.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-44Closed |
$1.58K - $1.73K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50Closed |
$1.79K - $1.97K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.37KNew |
$49.2K - $53.9K
|
1.37K
$79.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.89K+ 50.49% |
$176K - $192K
|
14.6K
$843K
|
|