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 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.5K+ 2.58% |
$127K - $138K
|
99.3K
$5.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.95KNew |
$353K - $384K
|
6.95K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$890K - $968K
|
17.5K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13KNew |
$661K - $719K
|
13K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.39KNew |
$274K - $298K
|
5.39K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 67.54% |
$451K - $491K
|
4.27K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
656+ 0.6% |
$33.3K - $36.2K
|
109K
$6.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
13+ 13.83% |
$660 - $718
|
107
$6.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$217K - $236K
|
4.27K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$973K - $1.06M
|
19.2K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
18.3K+ 2.04% |
$931K - $1.01M
|
919K
$53.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.1K+ 13.47% |
$1.02M - $1.11M
|
170K
$9.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68.9KNew |
$3.5M - $3.81M
|
68.9K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.74K+ 11.22% |
$342K - $372K
|
66.8K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.98K+ 18.56% |
$151K - $164K
|
19K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.24K+ 3.73% |
$215K - $234K
|
118K
$6.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.2K- 66.17% |
$721K - $784K
|
7.26K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.2K- 48.54% |
$976K - $1.06M
|
20.4K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-77- 2.46% |
$3.91K - $4.25K
|
3.05K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
763+ 1.04% |
$38.7K - $42.1K
|
74.1K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-172- 52.12% |
$8.73K - $9.5K
|
158
$9.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.5K+ 16.04% |
$890K - $968K
|
127K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$9.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.4K- 3.94% |
$70.8K - $77K
|
34K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.6KNew |
$3.99M - $4.34M
|
78.6K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 1.85% |
$50.8K - $55.2K
|
55K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.76K- 6.12% |
$445K - $484K
|
134K
$7.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9.32KNew |
$473K - $515K
|
9.32K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130- 0.12% |
$6.6K - $7.18K
|
113K
$6.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.66K+ 7.85% |
$389K - $423K
|
105K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-56.7K- 8.04% |
$2.88M - $3.13M
|
649K
$37.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.91K+ 27.5% |
$148K - $161K
|
13.5K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.05KNew |
$358K - $390K
|
7.05K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.45K+ 19.32% |
$378K - $411K
|
46K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.85K- 41.08% |
$348K - $378K
|
9.82K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.52K- 53.97% |
$432K - $470K
|
7.26K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.98K+ 11.73% |
$507K - $551K
|
95.1K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.44K+ 1.4% |
$73.3K - $79.8K
|
104K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
872+ 6.37% |
$44.3K - $48.2K
|
14.6K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.78K+ 2.91% |
$242K - $264K
|
169K
$9.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
65.2K+ 1539.15% |
$3.31M - $3.6M
|
69.4K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.1KNew |
$616K - $670K
|
12.1K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
464+ 0.78% |
$23.6K - $25.6K
|
59.8K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.06KNew |
$206K - $224K
|
4.06K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.13K- 1.88% |
$57.1K - $62.1K
|
58.8K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 86.89% |
$61.2K - $66.6K
|
182
$10.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.2KNew |
$567K - $617K
|
11.2K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-733- 2.16% |
$37.2K - $40.5K
|
33.3K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.3KNew |
$775K - $844K
|
15.3K
$883K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.24K- 1.47% |
$62.8K - $68.3K
|
82.8K
$4.79M
|