Purchases and Sales Made in Q2 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.4MNew |
$107M - $115M
|
2.4M
$130M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71M+ 102.57% |
$75.9M - $82.1M
|
3.37M
$182M
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.1M+ 48.55% |
$48.9M - $52.8M
|
3.36M
$182M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
979KNew |
$43.6M - $47.1M
|
979K
$53M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
688KNew |
$30.6M - $33.1M
|
688K
$37.2M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
466K+ 7.92% |
$20.7M - $22.4M
|
6.35M
$344M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
466K+ 7.92% |
$20.7M - $22.4M
|
6.35M
$344M
|
|
Aug 14, 2024
Q2 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
437K+ 369.98% |
$19.5M - $21M
|
555K
$30.1M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
337KNew |
$15M - $16.2M
|
337K
$18.3M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
324K+ 383.68% |
$14.4M - $15.6M
|
408K
$22.1M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
319K+ 45.09% |
$14.2M - $15.3M
|
1.03M
$55.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 78.7% |
$13M - $14.1M
|
664K
$36M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
248KNew |
$11.1M - $11.9M
|
248K
$13.4M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242K+ 59.49% |
$10.8M - $11.7M
|
650K
$35.2M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
236K+ 63.62% |
$10.5M - $11.4M
|
607K
$32.9M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
207K+ 1543.87% |
$9.21M - $9.95M
|
220K
$11.9M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
163K+ 488.32% |
$7.25M - $7.83M
|
196K
$10.6M
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
156KNew |
$6.94M - $7.5M
|
156K
$8.45M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
135K+ 4.3% |
$6.03M - $6.51M
|
3.29M
$178M
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
134K+ 14.65% |
$5.98M - $6.46M
|
1.05M
$56.9M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133K+ 56.33% |
$5.94M - $6.42M
|
370K
$20.1M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
130K+ 68.71% |
$5.77M - $6.24M
|
318K
$17.2M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 18.16% |
$5.38M - $5.81M
|
786K
$42.6M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
108KNew |
$4.81M - $5.2M
|
108K
$5.85M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 11.19% |
$4.74M - $5.13M
|
1.06M
$57.4M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
104K+ 140.34% |
$4.62M - $4.99M
|
178K
$9.62M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
97.2K+ 17.03% |
$4.33M - $4.68M
|
668K
$36.2M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
92.7KNew |
$4.13M - $4.46M
|
92.7K
$5.02M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68.2KNew |
$3.04M - $3.28M
|
68.2K
$3.69M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
62.6KNew |
$2.79M - $3.01M
|
62.6K
$3.39M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59.4K+ 7.06% |
$2.64M - $2.86M
|
900K
$48.7M
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
48.9KNew |
$2.18M - $2.35M
|
48.9K
$2.65M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.2K+ 4536.64% |
$2.06M - $2.22M
|
47.2K
$2.56M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
43.2KNew |
$1.92M - $2.08M
|
43.2K
$2.34M
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
41.7K+ 71.55% |
$1.85M - $2M
|
99.9K
$5.41M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
39.2K+ 108.12% |
$1.75M - $1.89M
|
75.5K
$4.09M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.8KNew |
$1.59M - $1.72M
|
35.8K
$1.94M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.3K+ 37.36% |
$1.35M - $1.46M
|
111K
$6.04M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
30KNew |
$1.34M - $1.45M
|
30K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
29.2K+ 97.78% |
$1.3M - $1.41M
|
59.1K
$3.2M
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
28.9K+ 14.93% |
$1.29M - $1.39M
|
223K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.1K+ 5.02% |
$1.16M - $1.26M
|
546K
$29.6M
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
26KNew |
$1.16M - $1.25M
|
26K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25K+ 24.29% |
$1.11M - $1.2M
|
128K
$6.92M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 24.29% |
$1.1M - $1.19M
|
127K
$6.87M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
24.3KNew |
$1.08M - $1.17M
|
24.3K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
23.9KNew |
$1.07M - $1.15M
|
23.9K
$1.3M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23.5K+ 23.75% |
$1.05M - $1.13M
|
123K
$6.64M
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
23.5K+ 2.08% |
$1.05M - $1.13M
|
1.15M
$62.5M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22.9KNew |
$1.02M - $1.1M
|
22.9K
$1.24M
|