Latest Institutional Sells of World Gold Trust (GLDM)
This list provides information on the latest institutional transactions involving World Gold Trust (GLDM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15.9K- 4.47% |
$734K - $842K
|
340K
$19.3M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.6K- 23.41% |
$722K - $829K
|
51.2K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 1.32% |
$647K - $742K
|
1.04M
$59.2M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 5.2% |
$307K - $352K
|
121K
$6.87M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 28.94% |
$296K - $340K
|
15.8K
$893K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.74K- 8.54% |
$219K - $251K
|
50.8K
$2.88M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.58K- 5.72% |
$166K - $190K
|
59.1K
$3.35M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 4.26% |
$133K - $152K
|
64.5K
$3.66M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 5.63% |
$123K - $141K
|
44.5K
$2.53M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.05K- 9.81% |
$94.8K - $109K
|
18.9K
$1.07M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 2.43% |
$86.6K - $99.3K
|
75.4K
$4.27M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.77K- 23.25% |
$81.9K - $93.9K
|
5.85K
$332K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.73K- 8.77% |
$80.1K - $91.9K
|
18K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.57K- 5.76% |
$72.3K - $83K
|
25.6K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 1.41% |
$69.8K - $80K
|
105K
$5.97M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.39K- 3.88% |
$64K - $73.5K
|
34.4K
$1.95M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.11K- 0.35% |
$51.3K - $58.8K
|
315K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.08K- 0.07% |
$49.7K - $57K
|
1.63M
$92.6M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-890- 2.12% |
$41.1K - $47.2K
|
41.1K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-719- 4.71% |
$33.2K - $38.1K
|
14.5K
$825K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-614- 10.08% |
$28.4K - $32.5K
|
5.48K
$311K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-501- 1.35% |
$23.1K - $26.6K
|
36.5K
$2.07M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 8.39% |
$23.1K - $26.5K
|
5.46K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-468- 10.48% |
$21.6K - $24.8K
|
4K
$227K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-291- 2.27% |
$13.4K - $15.4K
|
12.5K
$709K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259- 0.71% |
$12K - $13.7K
|
36.1K
$2.05M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-254- 0.52% |
$11.7K - $13.5K
|
48.4K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.45% |
$11.3K - $13K
|
9.76K
$553K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-242- 5.57% |
$11.2K - $12.8K
|
4.1K
$232K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-239- 2.03% |
$11K - $12.7K
|
11.5K
$653K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-159- 0.26% |
$7.35K - $8.43K
|
61.2K
$3.47M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-148- 2.27% |
$6.84K - $7.85K
|
6.36K
$361K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-127- 2.73% |
$5.87K - $6.73K
|
4.53K
$257K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-100- 56.82% |
$4.62K - $5.3K
|
76
$4.31K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-92- 0.35% |
$4.25K - $4.88K
|
25.9K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-86- 0.11% |
$3.97K - $4.56K
|
75.4K
$4.27M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.07% |
$3.93K - $4.51K
|
7.86K
$445K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-82- 4.61% |
$3.79K - $4.35K
|
1.7K
$96.1K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 21.79% |
$1.8K - $2.07K
|
140
$7.94K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-27- 0.14% |
$1.25K - $1.43K
|
19.7K
$1.12M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 6.6% |
$323 - $371
|
99
$5.61K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.05% |
$139 - $159
|
6.04K
$342K
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.45M- 93.48% |
$109M - $118M
|
171K
$9.69M
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-86.3K- 13.08% |
$3.84M - $4.15M
|
573K
$32.5M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84.1K- 6.07% |
$3.75M - $4.05M
|
1.3M
$73.8M
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37.8K- 67.41% |
$1.68M - $1.82M
|
18.3K
$1.04M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.9K- 8.83% |
$1.11M - $1.2M
|
257K
$14.6M
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-17K- 17.04% |
$757K - $818K
|
82.7K
$4.69M
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.34K- 9.89% |
$104K - $113K
|
21.3K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.09K- 3.15% |
$92.8K - $100K
|
64.1K
$3.64M
|