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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
79New |
$4.01K - $4.36K
|
79
$4.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
8.32KNew |
$422K - $460K
|
8.32K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
369+ 8.69% |
$18.7K - $20.4K
|
4.61K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.33K- 3.45% |
$67.7K - $73.7K
|
37.3K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
8.25K+ 23.95% |
$419K - $455K
|
42.7K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
137+ 5.08% |
$6.95K - $7.57K
|
2.84K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.03K+ 10.76% |
$103K - $112K
|
20.9K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.14K- 53.4% |
$261K - $284K
|
4.49K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-21.3K- 1.64% |
$1.08M - $1.18M
|
1.28M
$73.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.83KNew |
$245K - $267K
|
4.83K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.01K- 12.3% |
$356K - $387K
|
50K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.5K+ 51.38% |
$2.46M - $2.68M
|
143K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 31.52% |
$713K - $775K
|
30.5K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 1.96% |
$58.9K - $64.1K
|
60.2K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
800New |
$40.6K - $44.2K
|
800
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-70.3K- 3.29% |
$3.57M - $3.89M
|
2.07M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.2K+ 83.85% |
$3.72M - $4.04M
|
161K
$9.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.89M- 100.0% |
$95.9M - $104M
|
29
$1.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
10.1K+ 0.87% |
$512K - $557K
|
1.17M
$67.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
515+ 0.6% |
$26.1K - $28.4K
|
86.8K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.04% |
$1.37K - $1.49K
|
64.6K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8K- 14.41% |
$406K - $442K
|
47.5K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
25.4K+ 486.3% |
$1.29M - $1.41M
|
30.7K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27.5K- 21.69% |
$1.4M - $1.52M
|
99.2K
$5.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15.4KNew |
$783K - $852K
|
15.4K
$892K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-277K- 94.48% |
$14.1M - $15.3M
|
16.2K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.7K- 9.3% |
$188K - $204K
|
36.1K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
551K+ 311.69% |
$28M - $30.5M
|
728K
$42.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.27KNew |
$115K - $126K
|
2.27K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.9K+ 11.53% |
$2.94M - $3.2M
|
559K
$32.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71+ 45.22% |
$3.6K - $3.92K
|
228
$13.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.92KNew |
$453K - $493K
|
8.92K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.8K+ 6.91% |
$2.98M - $3.25M
|
909K
$52.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 7.35% |
$3.9M - $4.24M
|
1.12M
$64.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 19.38% |
$1.19M - $1.3M
|
97.7K
$5.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.29K+ 41.13% |
$319K - $347K
|
21.6K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-24.9K- 7.33% |
$1.26M - $1.38M
|
315K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.95K- 99.37% |
$201K - $218K
|
25
$1.45K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10.4K+ 7.87% |
$528K - $575K
|
143K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-226K- 71.72% |
$11.5M - $12.5M
|
89K
$5.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.42K+ 97.12% |
$71.8K - $78.2K
|
2.87K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.3K- 23.79% |
$774K - $843K
|
48.9K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
185+ 0.87% |
$9.39K - $10.2K
|
21.4K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
40KNew |
$2.03M - $2.21M
|
40K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
111K+ 12.16% |
$5.65M - $6.15M
|
1.03M
$59.3M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.57K+ 6.89% |
$79.8K - $86.8K
|
24.4K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
887+ 8.47% |
$45K - $49K
|
11.4K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-35- 25.74% |
$1.78K - $1.93K
|
101
$5.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-12.5K- 0.76% |
$633K - $689K
|
1.62M
$93.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.3K- 2.23% |
$574K - $624K
|
495K
$28.6M
|