Purchases and Sales Made in Q1 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 2024. The information is specifically focused on institutions that hold shares of World Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.49M+ 1917.69% |
$98.4M - $110M
|
2.62M
$137M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
943K+ 71.59% |
$37.3M - $41.6M
|
2.26M
$118M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
847K+ 61.16% |
$33.4M - $37.3M
|
2.23M
$117M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
654K+ 10912.73% |
$25.8M - $28.8M
|
660K
$34.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
636K+ 84.89% |
$25.1M - $28M
|
1.39M
$72.6M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
449K+ 13.63% |
$17.7M - $19.8M
|
3.74M
$196M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
411KNew |
$16.2M - $18.1M
|
411K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
407KNew |
$16.1M - $17.9M
|
407K
$21.3M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
362K+ 173.72% |
$14.3M - $16M
|
571K
$29.9M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
277K+ 72.66% |
$11M - $12.2M
|
659K
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
202K+ 26.86% |
$7.96M - $8.88M
|
952K
$49.9M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
198K+ 30.86% |
$7.83M - $8.73M
|
841K
$44M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
190K+ 8.7% |
$7.5M - $8.36M
|
2.37M
$124M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
180KNew |
$7.11M - $7.93M
|
180K
$9.43M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
139K+ 96.55% |
$5.47M - $6.1M
|
282K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
137K+ 58.5% |
$5.4M - $6.03M
|
371K
$19.4M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
130K+ 278.11% |
$5.15M - $5.75M
|
177K
$9.29M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130K+ 174.93% |
$5.13M - $5.73M
|
204K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
127KNew |
$5.02M - $5.6M
|
127K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
126KNew |
$4.97M - $5.54M
|
126K
$6.59M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
118K+ 7.89% |
$4.68M - $5.22M
|
1.62M
$84.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
105KNew |
$4.16M - $4.64M
|
105K
$5.52M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
105KNew |
$4.14M - $4.62M
|
105K
$5.49M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
101K+ 116.1% |
$4M - $4.47M
|
189K
$9.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95KNew |
$3.75M - $4.18M
|
95K
$4.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
93.1K+ 968.93% |
$3.68M - $4.1M
|
103K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83.3KNew |
$3.29M - $3.67M
|
83.3K
$4.36M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
82.3K+ 18.69% |
$3.25M - $3.62M
|
522K
$27.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
81.1KNew |
$3.2M - $3.57M
|
81.1K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
78.5KNew |
$3.1M - $3.46M
|
78.5K
$4.11M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
71.6KNew |
$2.83M - $3.15M
|
71.6K
$3.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61.2K+ 19.7% |
$2.42M - $2.69M
|
372K
$19.5M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
59KNew |
$2.33M - $2.6M
|
59K
$3.09M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
56.9KNew |
$2.25M - $2.5M
|
56.9K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.1K+ 3.56% |
$2.06M - $2.29M
|
1.52M
$79.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
50.6KNew |
$2M - $2.23M
|
50.6K
$2.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49K+ 4.15% |
$1.94M - $2.16M
|
1.23M
$64.4M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
48.8K+ 3.37% |
$1.93M - $2.15M
|
1.5M
$78.4M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
45.8K+ 5.26% |
$1.81M - $2.02M
|
917K
$48M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
38.3KNew |
$1.51M - $1.69M
|
38.3K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
37.4K+ 6.69% |
$1.48M - $1.65M
|
596K
$31.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36.4K+ 76.95% |
$1.44M - $1.6M
|
83.7K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.9K+ 1.91% |
$1.38M - $1.54M
|
1.86M
$97.4M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.9K+ 1782.26% |
$1.34M - $1.49M
|
35.8K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.4K+ 56.03% |
$1.32M - $1.47M
|
93K
$4.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
32.4KNew |
$1.28M - $1.43M
|
32.4K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31.7KNew |
$1.25M - $1.4M
|
31.7K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
30.7K+ 4.96% |
$1.21M - $1.35M
|
651K
$34.1M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30K+ 106.59% |
$1.19M - $1.32M
|
58.2K
$3.05M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.1K+ 51.14% |
$1.11M - $1.24M
|
83.2K
$4.36M
|