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 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$44.5K - $49.6K
|
1.13K
$91.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15.9K- 30.11% |
$627K - $699K
|
36.9K
$2.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61New |
$2.41K - $2.69K
|
61
$4.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 4.27% |
$194K - $216K
|
120K
$9.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55.1K- 15.56% |
$2.18M - $2.43M
|
299K
$24.2M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
13.4K+ 153.56% |
$528K - $589K
|
22.1K
$1.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
174New |
$6.87K - $7.66K
|
174
$14.1K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 66.67% |
$794 - $907
|
11
$890
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
227New |
$8.2K - $9.36K
|
227
$18.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.77KNew |
$317K - $362K
|
8.77K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
73.5KNew |
$2.65M - $3.03M
|
73.5K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
168New |
$6.07K - $6.93K
|
168
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
735New |
$26.5K - $30.3K
|
735
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$388K - $443K
|
10.8K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 3.12% |
$154K - $175K
|
132K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
558New |
$20.1K - $23K
|
558
$45.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$72.2 - $82.5
|
2
$162
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-655- 9.98% |
$23.7K - $27K
|
5.91K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.8K+ 29000.0% |
$209K - $239K
|
5.82K
$471K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
234New |
$8.45K - $9.65K
|
234
$18.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.88KNew |
$67.8K - $77.4K
|
1.88K
$152K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.1KNew |
$184K - $210K
|
5.1K
$413K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
155New |
$5.6K - $6.39K
|
155
$12.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-35- 0.4% |
$1.26K - $1.44K
|
8.65K
$700K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34New |
$1.23K - $1.4K
|
34
$2.75K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-876- 10.4% |
$31.6K - $36.1K
|
7.55K
$611K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 41.22% |
$838K - $957K
|
33.1K
$2.68M
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
14.8K+ 16.14% |
$544K - $583K
|
107K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.29KNew |
$267K - $286K
|
7.29K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.55M- 98.33% |
$167M - $179M
|
77.1K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-859- 1.2% |
$31.5K - $33.7K
|
70.8K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.44K- 25.0% |
$273K - $292K
|
22.3K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12.3KNew |
$451K - $483K
|
12.3K
$996K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$394K - $422K
|
10.8K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.2K+ 407.64% |
$117K - $126K
|
3.99K
$322K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 6.82% |
$15.3K - $16.3K
|
5.69K
$460K
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.5KNew |
$640K - $686K
|
17.5K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.48K- 30.55% |
$90.8K - $97.3K
|
5.63K
$456K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-61- 0.85% |
$2.24K - $2.39K
|
7.1K
$574K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
6.74KNew |
$247K - $265K
|
6.74K
$546K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-703- 5.75% |
$25.8K - $27.6K
|
11.5K
$933K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-980- 14.98% |
$35.9K - $38.5K
|
5.56K
$450K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
140KNew |
$5.15M - $5.51M
|
140K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 366.67% |
$403 - $432
|
14
$1.13K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
445+ 3.41% |
$16.3K - $17.5K
|
13.5K
$1.09M
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
804New |
$30.4K - $32.7K
|
804
$65K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6.5K+ 21.1% |
$246K - $264K
|
37.3K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-32.4K- 7.0% |
$1.23M - $1.32M
|
430K
$34.8M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
127New |
$4.81K - $5.17K
|
127
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
23.2KNew |
$880K - $945K
|
23.2K
$1.88M
|
|