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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 15.23% |
$485K - $524K
|
60.6K
$3.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-11.9K- 4.71% |
$531K - $574K
|
242K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.2K- 2.74% |
$541K - $585K
|
431K
$22.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 4.06% |
$584K - $631K
|
310K
$16.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-13.2K- 3.34% |
$587K - $635K
|
382K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.2K- 1.5% |
$589K - $637K
|
871K
$46.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-16.1K- 17.32% |
$717K - $775K
|
76.9K
$4.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-16.8K- 43.95% |
$749K - $809K
|
21.5K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-17K- 17.04% |
$757K - $818K
|
82.7K
$4.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.1K- 4.42% |
$1.03M - $1.11M
|
499K
$26.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-23.8K- 3.66% |
$1.06M - $1.15M
|
627K
$33.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-24.1K- 31.58% |
$1.07M - $1.16M
|
52.3K
$2.78M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.9K- 8.83% |
$1.11M - $1.2M
|
257K
$13.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-24.9K- 10.06% |
$1.11M - $1.2M
|
223K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-29.5K- 8.53% |
$1.31M - $1.42M
|
316K
$16.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-33.3K- 52.19% |
$1.48M - $1.6M
|
30.5K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-37.8K- 9.9% |
$1.68M - $1.82M
|
344K
$18.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-37.8K- 67.41% |
$1.68M - $1.82M
|
18.3K
$972K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-39.5K- 6.63% |
$1.76M - $1.9M
|
557K
$29.6M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-68.2K- 7.91% |
$3.04M - $3.28M
|
794K
$42.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-75.7K- 42.68% |
$3.37M - $3.64M
|
102K
$5.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-80.8K- 31.97% |
$3.6M - $3.89M
|
172K
$9.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84.1K- 6.07% |
$3.75M - $4.05M
|
1.3M
$69.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-86.3K- 13.08% |
$3.84M - $4.15M
|
573K
$30.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-112K- 23.21% |
$4.99M - $5.39M
|
371K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-119K- 5.01% |
$5.29M - $5.72M
|
2.25M
$120M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-127K- 8.35% |
$5.67M - $6.13M
|
1.4M
$74.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-138K- 6.17% |
$6.13M - $6.62M
|
2.09M
$111M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-270K- 65.78% |
$12M - $13M
|
141K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-292K- 12.33% |
$13M - $14.1M
|
2.08M
$111M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-308K- 16.55% |
$13.7M - $14.8M
|
1.55M
$82.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-433K- 32.39% |
$19.3M - $20.8M
|
904K
$48M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-517K- 42.05% |
$23M - $24.9M
|
713K
$37.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-520K- 89.3% |
$23.2M - $25M
|
62.3K
$3.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-604K- 16.16% |
$26.9M - $29.1M
|
3.14M
$167M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.09M- 95.34% |
$48.7M - $52.6M
|
53.4K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.45M- 93.48% |
$109M - $118M
|
171K
$9.09M
|