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 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.71KNew |
$290K - $315K
|
5.71K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.3K- 0.96% |
$269K - $293K
|
549K
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.83K+ 71.13% |
$296K - $322K
|
14K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.69K+ 6.52% |
$136K - $148K
|
43.9K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.12M - $1.22M
|
22.1K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
20.9KNew |
$1.06M - $1.16M
|
20.9K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.8K- 1.53% |
$91.6K - $99.6K
|
116K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-215- 4.56% |
$10.9K - $11.9K
|
4.5K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.72K- 3.35% |
$239K - $261K
|
136K
$7.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$790K - $860K
|
15.6K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.82K- 12.24% |
$448K - $487K
|
63.2K
$3.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.34KNew |
$322K - $350K
|
6.34K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.68K+ 6.5% |
$390K - $424K
|
126K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$42.7M - $46.4M
|
841K
$48.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.4K- 2.35% |
$579K - $630K
|
473K
$27.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
46+ 0.1% |
$2.33K - $2.54K
|
46.5K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 43.23% |
$151K - $165K
|
3.91K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.26K+ 1.73% |
$115K - $125K
|
133K
$7.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89K+ 41.35% |
$4.52M - $4.91M
|
304K
$17.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.86K+ 6.12% |
$145K - $158K
|
49.6K
$2.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
9KNew |
$457K - $497K
|
9K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-14.3K- 50.75% |
$725K - $789K
|
13.9K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.7KNew |
$645K - $701K
|
12.7K
$734K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.53K+ 23.69% |
$382K - $416K
|
39.3K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264KNew |
$13.4M - $14.6M
|
264K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.31K- 19.7% |
$168K - $183K
|
13.5K
$781K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.3K- 6.26% |
$66K - $71.9K
|
19.5K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
73KNew |
$3.71M - $4.03M
|
73K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
580+ 43.67% |
$29.4K - $32K
|
1.91K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 2.89% |
$4.97K - $5.41K
|
3.49K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.33K- 4.25% |
$67.6K - $73.6K
|
30K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.22K- 1.43% |
$113K - $123K
|
153K
$8.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 5.61% |
$368K - $400K
|
136K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-130- 0.47% |
$6.6K - $7.18K
|
27.6K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-398- 3.48% |
$20.2K - $22K
|
11.1K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.37K+ 31.96% |
$171K - $186K
|
13.9K
$806K
|
|
|
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
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.9KNew |
$910K - $990K
|
17.9K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.72KNew |
$290K - $316K
|
5.72K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
106K+ 1.89% |
$5.4M - $5.88M
|
5.74M
$332M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.04K+ 7.49% |
$52.8K - $57.5K
|
14.9K
$864K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 7.04% |
$1.17M - $1.28M
|
352K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
22.5KNew |
$1.14M - $1.24M
|
22.5K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.79K+ 20.22% |
$91K - $99K
|
10.7K
$616K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
246New |
$12.5K - $13.6K
|
246
$14.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
116K+ 542.15% |
$5.88M - $6.39M
|
137K
$7.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
83.4KNew |
$4.23M - $4.61M
|
83.4K
$4.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.44KNew |
$479K - $521K
|
9.44K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
38.3K+ 702.71% |
$1.95M - $2.12M
|
43.8K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.78K+ 6.04% |
$192K - $209K
|
66.3K
$3.83M
|