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 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 1.48% |
$44.5K - $48.1K
|
66.5K
$3.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.07K- 1.24% |
$47.4K - $51.2K
|
84.6K
$4.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 32.97% |
$48.1K - $52K
|
2.2K
$117K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.14K- 15.77% |
$50.8K - $54.9K
|
6.09K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.3% |
$51K - $55.1K
|
25.5K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.28K- 10.0% |
$56.8K - $61.3K
|
11.5K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.3K- 2.28% |
$57.8K - $62.5K
|
55.6K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 3.9% |
$65.8K - $71.1K
|
36.4K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.05% |
$67.7K - $73.2K
|
72.7K
$3.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.53K- 1.49% |
$67.9K - $73.4K
|
101K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.62K- 0.11% |
$72.2K - $78K
|
1.5M
$79.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 3.36% |
$74K - $80K
|
47.8K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.68K- 3.78% |
$74.6K - $80.6K
|
42.7K
$2.28M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.93K- 1.38% |
$85.9K - $92.9K
|
138K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.95K- 7.56% |
$87K - $94K
|
23.9K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.09K- 3.15% |
$92.8K - $100K
|
64.1K
$3.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 3.03% |
$93.8K - $101K
|
67.4K
$3.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-2.17K- 1.92% |
$96.4K - $104K
|
111K
$5.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.34K- 9.89% |
$104K - $113K
|
21.3K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 4.79% |
$109K - $118K
|
48.6K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-2.49K- 11.36% |
$111K - $120K
|
19.4K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.5K- 8.01% |
$111K - $120K
|
28.7K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.7K- 6.8% |
$120K - $130K
|
37K
$1.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.03K- 54.02% |
$135K - $146K
|
2.58K
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-3.39K- 4.5% |
$151K - $163K
|
72K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.67K- 5.63% |
$163K - $176K
|
61.4K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 7.86% |
$191K - $207K
|
50.4K
$2.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.36K- 5.25% |
$194K - $210K
|
78.8K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 5.04% |
$195K - $210K
|
82.4K
$4.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.13K- 12.4% |
$228K - $247K
|
36.2K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5.4K- 3.31% |
$240K - $260K
|
158K
$8.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.52K- 6.8% |
$246K - $266K
|
75.7K
$4.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.96K- 4.31% |
$265K - $287K
|
132K
$7.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 7.24% |
$269K - $290K
|
77.3K
$4.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.06K- 28.62% |
$270K - $291K
|
15.1K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.08K- 33.37% |
$271K - $292K
|
12.1K
$647K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.95K- 3.65% |
$309K - $334K
|
184K
$9.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.98K- 2.9% |
$311K - $336K
|
234K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.02K- 4.78% |
$312K - $338K
|
140K
$7.46M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-7.07K- 6.74% |
$315K - $340K
|
97.8K
$5.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.1K- 10.85% |
$316K - $342K
|
58.4K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.47K- 49.5% |
$333K - $360K
|
7.62K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.3K- 5.82% |
$370K - $399K
|
134K
$7.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-8.44K- 4.73% |
$376K - $406K
|
170K
$9.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.54K- 10.2% |
$380K - $411K
|
75.2K
$4.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9K- 17.81% |
$401K - $433K
|
41.5K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 5.97% |
$451K - $488K
|
160K
$8.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.5K- 8.35% |
$468K - $505K
|
115K
$6.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.8K- 96.31% |
$479K - $517K
|
412
$22K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.9K- 1.77% |
$484K - $523K
|
605K
$32.3M
|