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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.25KNew |
$234K - $252K
|
5.25K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.14KNew |
$229K - $247K
|
5.14K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.04K+ 402.48% |
$224K - $242K
|
6.29K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75KNew |
$211K - $229K
|
4.75K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.74K+ 7.51% |
$211K - $228K
|
67.9K
$3.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
4.73K+ 0.92% |
$211K - $228K
|
519K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$204K - $220K
|
4.58K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$201K - $217K
|
4.52K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.47KNew |
$199K - $215K
|
4.47K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.37KNew |
$194K - $210K
|
4.37K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$193K - $209K
|
4.34K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.31K+ 11.28% |
$192K - $207K
|
42.5K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.09K+ 64.47% |
$182K - $197K
|
10.4K
$557K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.94K+ 2.62% |
$175K - $190K
|
154K
$8.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.78K+ 1.4% |
$168K - $182K
|
274K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 4.07% |
$158K - $171K
|
90.9K
$4.85M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.5K+ 5.13% |
$156K - $168K
|
71.7K
$3.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.48K+ 28.14% |
$155K - $167K
|
15.8K
$845K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.42K+ 24.66% |
$152K - $164K
|
17.3K
$921K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.31K+ 11.18% |
$147K - $159K
|
32.9K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.24K+ 70.31% |
$144K - $156K
|
7.86K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 62.0% |
$139K - $151K
|
8.18K
$436K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.11K+ 3.02% |
$138K - $149K
|
106K
$5.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.1KNew |
$138K - $149K
|
3.1K
$166K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
2.88K+ 52.13% |
$128K - $139K
|
8.41K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.84K+ 17.88% |
$127K - $137K
|
18.8K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.62K+ 14.93% |
$117K - $126K
|
20.1K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.59K+ 3.6% |
$115K - $125K
|
74.6K
$3.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.59K+ 26.45% |
$115K - $124K
|
12.4K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.58KNew |
$115K - $124K
|
2.58K
$137K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.49K+ 2.38% |
$111K - $120K
|
107K
$5.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.4K+ 6.05% |
$107K - $115K
|
42K
$2.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 6.34% |
$104K - $113K
|
39.2K
$2.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.3K+ 37.98% |
$102K - $111K
|
8.36K
$446K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.23K+ 1.4% |
$99.2K - $107K
|
162K
$8.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.12K+ 18.93% |
$94.4K - $102K
|
13.3K
$711K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09K+ 2.54% |
$93.2K - $101K
|
84.6K
$4.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$92.4K - $99.9K
|
2.08K
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.03K+ 15.68% |
$90.5K - $97.8K
|
15K
$800K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 20.97% |
$88.3K - $95.4K
|
11.4K
$610K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.93K+ 11.2% |
$85.7K - $92.7K
|
19.1K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.91K+ 0.78% |
$84.9K - $91.7K
|
245K
$13.1M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.85K+ 40.08% |
$82.3K - $88.9K
|
6.46K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.8K+ 7.09% |
$80.2K - $86.7K
|
27.2K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.79K+ 2.14% |
$79.7K - $86.1K
|
85.3K
$4.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 26.16% |
$78.3K - $84.6K
|
8.48K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.7K+ 13.12% |
$75.8K - $81.9K
|
14.7K
$783K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.68K+ 5.16% |
$74.7K - $80.7K
|
34.2K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.67K+ 134.7% |
$74.5K - $80.5K
|
2.92K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.66K+ 2.44% |
$73.8K - $79.7K
|
69.5K
$3.71M
|