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 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-178- 0.88% |
$7.03K - $7.84K
|
20K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-181- 1.21% |
$7.15K - $7.97K
|
14.8K
$772K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-191- 2.82% |
$7.54K - $8.41K
|
6.59K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-225- 42.86% |
$8.89K - $9.91K
|
300
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-238- 1.07% |
$9.4K - $10.5K
|
21.9K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-260- 2.03% |
$10.3K - $11.5K
|
12.5K
$657K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-264- 0.27% |
$10.4K - $11.6K
|
96.7K
$5.07M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-307- 0.44% |
$12.1K - $13.5K
|
69.5K
$3.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-325- 2.82% |
$12.8K - $14.3K
|
11.2K
$587K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-325- 4.3% |
$12.8K - $14.3K
|
7.23K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-353- 0.41% |
$13.9K - $15.5K
|
85.7K
$4.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-388- 0.46% |
$15.3K - $17.1K
|
83.2K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-444- 1.19% |
$17.5K - $19.6K
|
36.9K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-477- 7.41% |
$18.8K - $21K
|
5.96K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-536- 94.37% |
$21.2K - $23.6K
|
32
$1.68K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-541- 19.28% |
$21.4K - $23.8K
|
2.27K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-599- 0.82% |
$23.7K - $26.4K
|
72K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-608- 1.71% |
$24K - $26.8K
|
34.9K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-777- 13.96% |
$30.7K - $34.2K
|
4.79K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-897- 4.02% |
$35.4K - $39.5K
|
21.4K
$1.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-930- 12.46% |
$36.7K - $41K
|
6.53K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-943- 2.73% |
$37.2K - $41.5K
|
33.6K
$1.76M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.08K- 13.79% |
$42.7K - $47.6K
|
6.76K
$354K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.08K- 3.93% |
$42.8K - $47.7K
|
26.5K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.12K- 19.57% |
$44.3K - $49.5K
|
4.61K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.3K- 1.58% |
$51.5K - $57.4K
|
81.3K
$4.26M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.44K- 1.03% |
$56.7K - $63.3K
|
138K
$7.23M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.6K- 2.58% |
$63.3K - $70.6K
|
60.6K
$3.17M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.68K- 0.67% |
$66.4K - $74.1K
|
248K
$13M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2K- 2.88% |
$79K - $88.1K
|
67.5K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.04K- 4.9% |
$80.7K - $90K
|
39.6K
$2.08M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.05K- 1.44% |
$80.9K - $90.2K
|
140K
$7.33M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.12K- 12.69% |
$83.9K - $93.6K
|
14.6K
$765K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.22K- 6.35% |
$87.5K - $97.6K
|
32.7K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2.26K- 29.96% |
$89.3K - $99.6K
|
5.29K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.26K- 29.96% |
$89.3K - $99.6K
|
5.29K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.33K- 30.33% |
$92.1K - $103K
|
5.36K
$281K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.42K- 5.18% |
$95.4K - $106K
|
44.2K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.61K- 0.51% |
$103K - $115K
|
514K
$26.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.71K- 0.67% |
$107K - $120K
|
400K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.73K- 4.03% |
$108K - $120K
|
65.1K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.8KClosed |
$111K - $123K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.83K- 27.67% |
$112K - $125K
|
7.39K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.19K- 33.41% |
$126K - $140K
|
6.35K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.5K- 4.88% |
$138K - $154K
|
68.2K
$3.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.59K- 27.52% |
$142K - $158K
|
9.46K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.2K- 10.45% |
$166K - $185K
|
36K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-4.27K- 1.56% |
$169K - $188K
|
270K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-5.4K- 0.48% |
$213K - $238K
|
1.13M
$59.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.79K- 8.4% |
$229K - $255K
|
63.1K
$3.31M
|