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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.1K+ 5.56% |
$208K - $226K
|
77.7K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-800K- 5.8% |
$40.6M - $44.2M
|
13M
$752M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-489- 3.37% |
$24.8K - $27K
|
14K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.7K+ 49.02% |
$238K - $259K
|
14.3K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-215- 4.56% |
$10.9K - $11.9K
|
4.5K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
30+ 0.11% |
$1.52K - $1.66K
|
26.4K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.57K+ 12.26% |
$232K - $252K
|
41.8K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6.83KNew |
$347K - $377K
|
6.83K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 11.42% |
$6.76M - $7.35M
|
1.3M
$75.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4K+ 21.04% |
$203K - $221K
|
23K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 3.68% |
$173K - $188K
|
95.9K
$5.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.95K- 4.03% |
$353K - $384K
|
166K
$9.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.53K+ 194.37% |
$382K - $416K
|
11.4K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.9K+ 30.0% |
$1.42M - $1.54M
|
121K
$6.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4K- 3.9% |
$203K - $221K
|
98.5K
$5.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.16K- 5.55% |
$465K - $506K
|
156K
$9.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.1K- 5.14% |
$919K - $999K
|
334K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.65K+ 11.75% |
$185K - $202K
|
34.7K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$78.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 0.23% |
$1.78K - $1.93K
|
14.9K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287New |
$14.6K - $15.9K
|
287
$16.6K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$552K - $601K
|
10.9K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.14KNew |
$210K - $229K
|
4.14K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 59.27% |
$611K - $664K
|
8.26K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.3K- 44.59% |
$523K - $569K
|
12.8K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.62M - $2.86M
|
51.7K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90New |
$4.57K - $4.97K
|
90
$5.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23K+ 196.87% |
$1.17M - $1.27M
|
34.7K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575+ 7.99% |
$29.2K - $31.8K
|
7.77K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57.7KNew |
$2.93M - $3.19M
|
57.7K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
17.8K+ 341.59% |
$905K - $984K
|
23K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64.4K- 49.5% |
$3.27M - $3.56M
|
65.7K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.8KNew |
$2.07M - $2.25M
|
40.8K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-210- 0.83% |
$10.7K - $11.6K
|
25.1K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-15.2K- 5.11% |
$774K - $842K
|
283K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.14K+ 4.18% |
$57.8K - $62.9K
|
28.4K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.41K- 62.79% |
$478K - $520K
|
5.58K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$667K - $726K
|
13.2K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.28KNew |
$420K - $457K
|
8.28K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 2.41% |
$1.83K - $1.99K
|
1.46K
$84.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45.7K+ 15.35% |
$2.32M - $2.52M
|
343K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.39% |
$59.6K - $64.9K
|
86K
$4.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.65K- 0.68% |
$83.8K - $91.2K
|
240K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
85K+ 90.23% |
$4.31M - $4.69M
|
179K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.94KNew |
$251K - $273K
|
4.94K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.13K- 5.91% |
$57.2K - $62.2K
|
17.9K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
72.7KNew |
$3.69M - $4.02M
|
72.7K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.84KNew |
$245K - $267K
|
4.84K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.99K+ 15.62% |
$304K - $331K
|
44.3K
$2.56M
|