Purchases and Sales Made in Q4 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.76MNew |
$89.2M - $97.1M
|
1.76M
$99.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$42.7M - $46.4M
|
841K
$47.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264KNew |
$13.4M - $14.6M
|
264K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 11.42% |
$6.76M - $7.35M
|
1.3M
$73.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
116K+ 542.15% |
$5.88M - $6.39M
|
137K
$7.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
106K+ 1.89% |
$5.4M - $5.88M
|
5.74M
$326M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89K+ 41.35% |
$4.52M - $4.91M
|
304K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
85.7K+ 751.51% |
$4.35M - $4.73M
|
97.1K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
85K+ 90.23% |
$4.31M - $4.69M
|
179K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
83.4KNew |
$4.23M - $4.61M
|
83.4K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.6KNew |
$3.99M - $4.34M
|
78.6K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.6K+ 69.23% |
$3.74M - $4.07M
|
180K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
73KNew |
$3.71M - $4.03M
|
73K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
72.7KNew |
$3.69M - $4.02M
|
72.7K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68.9KNew |
$3.5M - $3.81M
|
68.9K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
65.2K+ 1539.15% |
$3.31M - $3.6M
|
69.4K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
60.9K+ 612.88% |
$3.09M - $3.36M
|
70.8K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
59.1KNew |
$3M - $3.26M
|
59.1K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57.7KNew |
$2.93M - $3.19M
|
57.7K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.62M - $2.86M
|
51.7K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
50.4KNew |
$2.56M - $2.78M
|
50.4K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
47.3K+ 0.72% |
$2.4M - $2.61M
|
6.6M
$374M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45.7K+ 15.35% |
$2.32M - $2.52M
|
343K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.1K+ 10.34% |
$2.19M - $2.38M
|
460K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.8KNew |
$2.07M - $2.25M
|
40.8K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
38.3K+ 702.71% |
$1.95M - $2.12M
|
43.8K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.5KNew |
$1.8M - $1.96M
|
35.5K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.2KNew |
$1.74M - $1.89M
|
34.2K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
32.8K+ 351.05% |
$1.67M - $1.81M
|
42.2K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
32.5KNew |
$1.65M - $1.79M
|
32.5K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29.8K+ 97.87% |
$1.51M - $1.64M
|
60.2K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.9K+ 30.0% |
$1.42M - $1.54M
|
121K
$6.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 7.04% |
$1.17M - $1.28M
|
352K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23K+ 196.87% |
$1.17M - $1.27M
|
34.7K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 23.62% |
$1.15M - $1.26M
|
119K
$6.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
22.5KNew |
$1.14M - $1.24M
|
22.5K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.12M - $1.22M
|
22.1K
$1.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21.1K+ 6.05% |
$1.07M - $1.16M
|
369K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
20.9KNew |
$1.06M - $1.16M
|
20.9K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.1K+ 13.47% |
$1.02M - $1.11M
|
170K
$9.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.1K+ 25.5% |
$1.02M - $1.11M
|
99K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
19.9K+ 10.14% |
$1.01M - $1.1M
|
216K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$973K - $1.06M
|
19.2K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18.6KNew |
$944K - $1.03M
|
18.6K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
18.3K+ 2.04% |
$931K - $1.01M
|
919K
$52.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.9KNew |
$910K - $990K
|
17.9K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
17.8K+ 341.59% |
$905K - $984K
|
23K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.5K+ 16.04% |
$890K - $968K
|
127K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$890K - $968K
|
17.5K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5KNew |
$888K - $967K
|
17.5K
$992K
|