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 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.62K+ 1.5% |
$72.1K - $77.9K
|
110K
$5.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.61K+ 2.39% |
$71.8K - $77.6K
|
69.1K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$70.5K - $76.2K
|
1.58K
$84.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.53K+ 1.29% |
$68K - $73.5K
|
120K
$6.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.51K+ 2.69% |
$67.2K - $72.6K
|
57.6K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 10.47% |
$58.5K - $63.2K
|
13.9K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 19.9% |
$58.2K - $62.9K
|
7.87K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.56% |
$57.6K - $62.3K
|
84.5K
$4.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 14.86% |
$55.7K - $60.2K
|
9.68K
$514K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 18.71% |
$54.7K - $59.1K
|
7.79K
$414K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.22K+ 19.87% |
$54.1K - $58.5K
|
7.34K
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.19K+ 11.88% |
$52.8K - $57.1K
|
11.2K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 6.29% |
$49.4K - $53.4K
|
18.7K
$996K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.09K+ 1.9% |
$48.7K - $52.6K
|
58.6K
$3.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.08K+ 15.7% |
$48.2K - $52.1K
|
7.98K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 2.66% |
$48.1K - $52K
|
41.7K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.04K+ 9.37% |
$46.1K - $49.8K
|
12.1K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 0.49% |
$44.7K - $48.4K
|
205K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
993+ 4.53% |
$44.2K - $47.8K
|
22.9K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
985+ 2.23% |
$43.9K - $47.4K
|
45.2K
$2.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
964+ 0.27% |
$42.9K - $46.4K
|
356K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
846+ 2.42% |
$37.7K - $40.7K
|
35.8K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
825New |
$36.7K - $39.7K
|
825
$43.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
720+ 44.86% |
$32.1K - $34.6K
|
2.33K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
716+ 1.06% |
$31.9K - $34.4K
|
68.4K
$3.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
684New |
$30.5K - $32.9K
|
684
$36.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
653+ 6.3% |
$29.1K - $31.4K
|
11K
$585K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
650+ 12.1% |
$28.9K - $31.3K
|
6.02K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
649+ 4.44% |
$28.9K - $31.2K
|
15.3K
$811K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
643+ 0.66% |
$28.6K - $30.9K
|
97.4K
$5.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
604+ 1.02% |
$26.9K - $29.1K
|
59.6K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
604+ 0.86% |
$26.9K - $29.1K
|
71K
$3.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
600New |
$26.7K - $28.9K
|
600
$31.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
553+ 9.28% |
$24.6K - $26.6K
|
6.51K
$346K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
506+ 1.01% |
$22.5K - $24.3K
|
50.8K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
449New |
$20K - $21.6K
|
449
$23.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
443+ 44.84% |
$19.7K - $21.3K
|
1.43K
$76K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
440+ 0.73% |
$19.6K - $21.2K
|
61K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
439+ 3.88% |
$19.5K - $21.1K
|
11.8K
$625K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
413+ 5.59% |
$18.4K - $19.9K
|
7.81K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
372+ 4.44% |
$16.6K - $17.9K
|
8.75K
$465K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
338+ 3.49% |
$15K - $16.3K
|
10K
$532K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
255+ 0.87% |
$11.4K - $12.3K
|
29.7K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
231+ 17.61% |
$10.3K - $11.1K
|
1.54K
$82K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
188+ 0.44% |
$8.37K - $9.04K
|
42.9K
$2.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
181New |
$8.06K - $8.71K
|
181
$9.62K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
157New |
$6.99K - $7.55K
|
157
$8.34K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
140New |
$6.23K - $6.74K
|
140
$7.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
106+ 0.17% |
$4.72K - $5.1K
|
62.6K
$3.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
106New |
$4.72K - $5.1K
|
106
$5.63K
|