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 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.1KNew |
$214K - $254K
|
4.1K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.13K+ 25.17% |
$59.1K - $70.1K
|
5.64K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172+ 20.24% |
$8.98K - $10.6K
|
1.02K
$82.7K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 6.67% |
$261 - $309
|
70
$5.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.03KNew |
$211K - $250K
|
4.03K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.52K- 32.42% |
$131K - $156K
|
5.25K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94KNew |
$206K - $244K
|
3.94K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40+ 1000.0% |
$2.09K - $2.48K
|
44
$3.56K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$52.2 - $61.9
|
1
$80.9
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3.38KNew |
$177K - $209K
|
3.38K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-3.1K- 7.09% |
$162K - $192K
|
40.6K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
4.5KNew |
$235K - $279K
|
4.5K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
239+ 102.58% |
$12.5K - $14.8K
|
472
$38.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.87KNew |
$202K - $240K
|
3.87K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.12K+ 26.7% |
$267K - $317K
|
24.3K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 9.45% |
$15K - $17.8K
|
2.76K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-3.27K- 54.42% |
$171K - $203K
|
2.74K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$195K - $231K
|
3.74K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 98.38% |
$1.51M - $1.79M
|
476
$38.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$867K - $1.03M
|
16.6K
$1.34M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
554New |
$28.1K - $30.6K
|
554
$44.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-156- 1.22% |
$7.92K - $8.62K
|
12.7K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
62.7KNew |
$3.18M - $3.46M
|
62.7K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
700New |
$35.5K - $38.7K
|
700
$56.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98.1KNew |
$4.98M - $5.42M
|
98.1K
$7.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8K- 14.41% |
$406K - $442K
|
47.5K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71+ 45.22% |
$3.6K - $3.92K
|
228
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.42K+ 97.12% |
$71.8K - $78.2K
|
2.87K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.95K- 99.37% |
$201K - $218K
|
25
$2.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-35- 25.74% |
$1.78K - $1.93K
|
101
$8.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-108- 0.49% |
$5.48K - $5.96K
|
22K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$54.2K - $58.9K
|
1.07K
$86.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 25.0% |
$1.27K - $1.38K
|
125
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
81+ 7.38% |
$4.11K - $4.47K
|
1.18K
$95.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.26K+ 1.73% |
$115K - $125K
|
133K
$10.8M
|
|
|
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
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$203 - $221
|
4
$324
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-103- 1.01% |
$5.23K - $5.69K
|
10.1K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.5K+ 375.0% |
$381K - $414K
|
9.5K
$769K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-152- 2.71% |
$7.72K - $8.39K
|
5.45K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287New |
$14.6K - $15.9K
|
287
$23.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90New |
$4.57K - $4.97K
|
90
$7.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$667K - $726K
|
13.2K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.28KNew |
$420K - $457K
|
8.28K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 2.41% |
$1.83K - $1.99K
|
1.46K
$118K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-172- 52.12% |
$8.73K - $9.5K
|
158
$12.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 86.89% |
$61.2K - $66.6K
|
182
$14.7K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
236New |
$10.9K - $12.5K
|
236
$19.1K
|
|