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 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-980- 14.98% |
$35.9K - $38.5K
|
5.56K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-859- 1.2% |
$31.5K - $33.7K
|
70.8K
$4.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-703- 5.75% |
$25.8K - $27.6K
|
11.5K
$704K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 6.82% |
$15.3K - $16.3K
|
5.69K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-61- 0.85% |
$2.24K - $2.39K
|
7.1K
$433K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-32.4K- 7.0% |
$1.23M - $1.32M
|
430K
$26.3M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.9K- 29.18% |
$411K - $441K
|
26.3K
$1.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.86K- 20.7% |
$70.4K - $75.6K
|
7.12K
$435K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.35K- 12.44% |
$51.1K - $54.9K
|
9.5K
$580K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 0.43% |
$4.81K - $5.17K
|
29.4K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48- 6.76% |
$1.82K - $1.95K
|
662
$40.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-45- 0.68% |
$1.7K - $1.83K
|
6.55K
$400K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.04K- 46.35% |
$145K - $160K
|
4.68K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.75K- 24.44% |
$63.1K - $69.6K
|
5.42K
$331K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-262- 4.13% |
$9.42K - $10.4K
|
6.09K
$371K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-16.7K- 62.94% |
$538K - $603K
|
9.81K
$598K
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.38K- 19.19% |
$271K - $303K
|
35.3K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 7.62% |
$41.7K - $46.7K
|
15.7K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6- 0.05% |
$194 - $217
|
12.7K
$778K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-254K- 91.3% |
$8.18M - $9.1M
|
24.2K
$1.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-199K- 58.92% |
$6.42M - $7.14M
|
139K
$8.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-86.1K- 99.99% |
$2.78M - $3.09M
|
7
$427
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-30.9K- 57.68% |
$996K - $1.11M
|
22.7K
$1.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.21K- 3.45% |
$39K - $43.4K
|
33.8K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-500- 9.3% |
$16.1K - $17.9K
|
4.88K
$298K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-18- 0.55% |
$580 - $646
|
3.27K
$199K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-146KClosed |
$5.25M - $5.75M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-43.1K- 86.55% |
$1.55M - $1.7M
|
6.71K
$409K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5K- 43.13% |
$1.02M - $1.12M
|
37.6K
$2.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-20.3KClosed |
$730K - $799K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.8K- 61.34% |
$530K - $581K
|
9.31K
$568K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.4KClosed |
$516K - $565K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.93KClosed |
$320K - $351K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-7.18KClosed |
$257K - $282K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.34KClosed |
$227K - $249K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$198K - $217K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-900- 52.69% |
$32.3K - $35.4K
|
808
$49.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-320- 9.58% |
$11.5K - $12.6K
|
3.02K
$184K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 98.5% |
$9.4K - $10.3K
|
4
$244
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-145Closed |
$5.2K - $5.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-72- 3.84% |
$2.58K - $2.83K
|
1.8K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50Closed |
$1.79K - $1.97K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-44Closed |
$1.58K - $1.73K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-29- 0.01% |
$1.04K - $1.14K
|
312K
$19M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$789 - $865
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-313Closed |
$10.5K - $12.2K
|
0
$0
|
|