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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-395- 1.49% |
$17.6K - $19K
|
26.1K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-279- 73.81% |
$12.4K - $13.4K
|
99
$5.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-205- 1.02% |
$9.13K - $9.86K
|
19.8K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 42.53% |
$1.65K - $1.78K
|
50
$2.77K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55.1K- 15.56% |
$2.18M - $2.43M
|
299K
$16.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 16.6% |
$673K - $751K
|
85.7K
$4.75M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15.9K- 30.11% |
$627K - $699K
|
36.9K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-14.7K- 57.19% |
$582K - $649K
|
11K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 11.48% |
$580K - $647K
|
113K
$6.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-536- 94.37% |
$21.2K - $23.6K
|
32
$1.78K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-350- 29.29% |
$13.8K - $15.4K
|
845
$46.9K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 42.86% |
$8.89K - $9.91K
|
300
$16.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 49.02% |
$3.95K - $4.41K
|
104
$5.77K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-89- 1.44% |
$3.51K - $3.92K
|
6.11K
$339K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 26.25% |
$1.03M - $1.17M
|
79.8K
$4.43M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 41.22% |
$838K - $957K
|
33.1K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 3.12% |
$154K - $175K
|
132K
$7.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.25K- 57.05% |
$117K - $134K
|
2.44K
$136K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-890- 5.2% |
$32.1K - $36.7K
|
16.2K
$900K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-876- 10.4% |
$31.6K - $36.1K
|
7.55K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-655- 9.98% |
$23.7K - $27K
|
5.91K
$328K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 9.09% |
$3.61K - $4.12K
|
1K
$55.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-35- 0.4% |
$1.26K - $1.44K
|
8.65K
$480K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 66.67% |
$794 - $907
|
11
$610
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.55M- 98.33% |
$167M - $179M
|
77.1K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.44K- 25.0% |
$273K - $292K
|
22.3K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.48K- 30.55% |
$90.8K - $97.3K
|
5.63K
$313K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 87.49% |
$51.3K - $54.9K
|
200
$11.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-980- 14.98% |
$35.9K - $38.5K
|
5.56K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-859- 1.2% |
$31.5K - $33.7K
|
70.8K
$3.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-703- 5.75% |
$25.8K - $27.6K
|
11.5K
$640K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 6.82% |
$15.3K - $16.3K
|
5.69K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-203- 78.68% |
$7.44K - $7.97K
|
55
$3.05K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-61- 0.85% |
$2.24K - $2.39K
|
7.1K
$394K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-32.4K- 7.0% |
$1.23M - $1.32M
|
430K
$23.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.86K- 20.7% |
$70.4K - $75.6K
|
7.12K
$395K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.35K- 12.44% |
$51.1K - $54.9K
|
9.5K
$527K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 0.43% |
$4.81K - $5.17K
|
29.4K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48- 6.76% |
$1.82K - $1.95K
|
662
$36.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-45- 0.68% |
$1.7K - $1.83K
|
6.55K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 17.39% |
$151 - $163
|
19
$1.05K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.3K- 8.51% |
$836K - $922K
|
250K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.04K- 46.35% |
$145K - $160K
|
4.68K
$260K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.75K- 24.44% |
$63.1K - $69.6K
|
5.42K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-262- 4.13% |
$9.42K - $10.4K
|
6.09K
$338K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.38K- 19.19% |
$271K - $303K
|
35.3K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 7.62% |
$41.7K - $46.7K
|
15.7K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6- 0.05% |
$194 - $217
|
12.7K
$707K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-254K- 91.3% |
$8.18M - $9.1M
|
24.2K
$1.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-199K- 58.92% |
$6.42M - $7.14M
|
139K
$7.7M
|
|