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 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.2KNew |
$987K - $1.07M
|
22.2K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22K+ 98.86% |
$980K - $1.06M
|
44.3K
$2.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 1.34% |
$903K - $976K
|
1.54M
$81.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
19.9K+ 903.77% |
$885K - $957K
|
22.1K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
19.9K+ 102.68% |
$885K - $956K
|
39.2K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19K+ 133.73% |
$845K - $913K
|
33.2K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
18.9KNew |
$842K - $910K
|
18.9K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
18.7K+ 19.88% |
$834K - $901K
|
113K
$6M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.7K+ 27.26% |
$834K - $901K
|
87.4K
$4.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
16.5K+ 17.35% |
$734K - $793K
|
111K
$5.92M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16KNew |
$710K - $767K
|
16K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.3K+ 11.15% |
$679K - $734K
|
152K
$8.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
15K+ 0.93% |
$670K - $724K
|
1.63M
$86.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$657K - $710K
|
14.8K
$784K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 21.83% |
$650K - $702K
|
81.4K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3KNew |
$639K - $690K
|
14.3K
$762K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
14.3KNew |
$636K - $688K
|
14.3K
$759K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
14.2KNew |
$633K - $684K
|
14.2K
$756K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
13.5K+ 13.7% |
$603K - $652K
|
112K
$5.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$561K - $607K
|
12.6K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9KNew |
$532K - $575K
|
11.9K
$635K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 33.26% |
$530K - $572K
|
47.7K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
11.1K+ 137.53% |
$496K - $536K
|
19.2K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.8KNew |
$482K - $521K
|
10.8K
$575K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$476K - $514K
|
10.7K
$568K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.84K+ 27.28% |
$393K - $425K
|
41.2K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.11K+ 63.23% |
$361K - $390K
|
20.9K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.04K+ 1.97% |
$358K - $387K
|
415K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.02K+ 7.65% |
$357K - $386K
|
113K
$6M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8K+ 122.5% |
$356K - $385K
|
14.5K
$772K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.94K+ 24.32% |
$354K - $382K
|
40.6K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.94K+ 64.4% |
$354K - $382K
|
20.3K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.81K+ 40.38% |
$348K - $376K
|
27.2K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67K+ 1.92% |
$342K - $369K
|
407K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.66K+ 35.34% |
$341K - $368K
|
29.3K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.55K+ 12.75% |
$336K - $363K
|
66.8K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.05K+ 3.03% |
$314K - $339K
|
240K
$12.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.95K+ 21.9% |
$309K - $334K
|
38.7K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.83K+ 1.2% |
$304K - $328K
|
574K
$30.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.72KNew |
$299K - $323K
|
6.72K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.57K+ 8.37% |
$292K - $316K
|
85.1K
$4.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.43KNew |
$286K - $309K
|
6.43K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.32KNew |
$281K - $304K
|
6.32K
$336K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.21K+ 6.16% |
$276K - $299K
|
107K
$5.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.13K+ 2.24% |
$273K - $295K
|
280K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$270K - $291K
|
6.06K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.67K+ 2.69% |
$252K - $273K
|
217K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.49K+ 50.6% |
$244K - $264K
|
16.3K
$868K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.34KNew |
$238K - $257K
|
5.34K
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 198.38% |
$235K - $254K
|
7.94K
$422K
|