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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-305- 0.44% |
$15.5K - $16.8K
|
68.6K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.76MNew |
$89.2M - $97.1M
|
1.76M
$102M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
349+ 0.26% |
$17.7K - $19.3K
|
134K
$7.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.85% |
$54.2K - $58.9K
|
127K
$7.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 23.62% |
$1.15M - $1.26M
|
119K
$6.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$203 - $221
|
4
$231
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.5KNew |
$1.8M - $1.96M
|
35.5K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.94K+ 0.87% |
$98.3K - $107K
|
223K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.78K- 9.15% |
$344K - $374K
|
67.3K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.9M- 49.59% |
$96.7M - $105M
|
1.94M
$112M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-103- 1.01% |
$5.23K - $5.69K
|
10.1K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.44K- 1.48% |
$378K - $411K
|
496K
$28.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 4.62% |
$707K - $770K
|
316K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-275K- 6.84% |
$13.9M - $15.2M
|
3.74M
$216M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
414+ 5.57% |
$21K - $22.9K
|
7.84K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.35K- 17.65% |
$119K - $130K
|
11K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.48KNew |
$329K - $358K
|
6.48K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 2.0% |
$110K - $120K
|
106K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
802+ 2.52% |
$40.7K - $44.3K
|
32.6K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8.73K- 6.94% |
$443K - $482K
|
117K
$6.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
216+ 8.93% |
$11K - $11.9K
|
2.64K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.73K- 36.75% |
$139K - $151K
|
4.7K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.58K+ 9.09% |
$80.3K - $87.4K
|
19K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 1.47% |
$3.3K - $3.59K
|
4.47K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.25KNew |
$419K - $456K
|
8.25K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-73- 0.92% |
$3.71K - $4.03K
|
7.85K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.2KNew |
$1.74M - $1.89M
|
34.2K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-22.5K- 13.75% |
$1.14M - $1.24M
|
141K
$8.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.72KNew |
$87.4K - $95.1K
|
1.72K
$99.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-585- 3.47% |
$29.7K - $32.3K
|
16.3K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-22- 0.38% |
$1.12K - $1.22K
|
5.82K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5KNew |
$888K - $967K
|
17.5K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85.8K- 94.5% |
$4.35M - $4.74M
|
5K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-885- 1.87% |
$44.9K - $48.9K
|
46.3K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.71K+ 9.49% |
$189K - $205K
|
42.8K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 3.81% |
$63.8K - $69.4K
|
31.7K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11.4K+ 9.86% |
$580K - $631K
|
127K
$7.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.5KNew |
$279K - $304K
|
5.5K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-911- 1.07% |
$46.2K - $50.3K
|
84.3K
$4.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.58K- 4.84% |
$182K - $198K
|
70.4K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 12.99% |
$1.02K - $1.1K
|
174
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-152- 2.71% |
$7.72K - $8.39K
|
5.45K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
881+ 1.43% |
$44.7K - $48.7K
|
62.5K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18.6KNew |
$944K - $1.03M
|
18.6K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.1K- 3.42% |
$309K - $337K
|
172K
$9.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 1.58% |
$185K - $202K
|
234K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.94K+ 0.9% |
$302K - $328K
|
666K
$38.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.5K+ 375.0% |
$381K - $414K
|
9.5K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-150- 2.62% |
$7.61K - $8.28K
|
5.58K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.71K+ 5.73% |
$188K - $205K
|
68.4K
$3.95M
|