Purchases and Sales Made in Q4 2024 in World Gold Trust (GLDM)

GLDM Quotes by TradingView

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
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
43.1K
+ 10.34%
$2.19M - $2.38M
460K $30.2M
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
40.8K
New
$2.07M - $2.25M
40.8K $2.68M
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
40K
+ 11.82%
$2.03M - $2.21M
379K $24.9M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
40K
New
$2.03M - $2.21M
40K $2.63M
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
38.3K
+ 702.71%
$1.95M - $2.12M
43.8K $2.88M
Feb 13, 2025 Q4 2024
Scotia Capital Inc.

BUY
 -
37.8K
New
$1.92M - $2.09M
37.8K $2.49M
Feb 20, 2025 Q4 2024
Peak Retirement Planning, Inc.

Columbus, OH
BUY
 -
37.7K
New
$1.91M - $2.08M
37.7K $2.48M
Feb 13, 2025 Q4 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
37.1K
+ 55.17%
$1.89M - $2.05M
104K $6.87M
Jan 31, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
35.5K
New
$1.8M - $1.96M
35.5K $2.33M
Feb 13, 2025 Q4 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
35.3K
New
$1.79M - $1.95M
35.3K $2.33M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
32.8K
+ 351.05%
$1.67M - $1.81M
42.2K $2.77M
Jan 13, 2025 Q4 2024
Courier Capital LLC

BUY
 -
32.5K
New
$1.65M - $1.79M
32.5K $2.14M
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
29.8K
+ 97.87%
$1.51M - $1.64M
60.2K $3.96M
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
29.4K
+ 6.63%
$1.49M - $1.63M
474K $31.2M
Jan 27, 2025 Q4 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
27.9K
+ 30.0%
$1.42M - $1.54M
121K $7.95M
Feb 12, 2025 Q4 2024
Adviser Investments LLC

BUY
 -
25.4K
+ 486.3%
$1.29M - $1.41M
30.7K $2.02M
Feb 03, 2025 Q4 2024
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
23.1K
+ 7.04%
$1.17M - $1.28M
352K $23.1M
Jan 24, 2025 Q4 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
23K
+ 196.87%
$1.17M - $1.27M
34.7K $2.29M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
22.8K
+ 23.62%
$1.15M - $1.26M
119K $7.83M
Feb 03, 2025 Q4 2024
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
22.5K
New
$1.14M - $1.24M
22.5K $1.48M
Feb 06, 2025 Q4 2024
Detalus Advisors, LLC

BUY
 -
22.1K
New
$1.12M - $1.22M
22.1K $1.45M
Jan 07, 2025 Q4 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
21.1K
+ 6.05%
$1.07M - $1.16M
369K $24.3M
Feb 06, 2025 Q4 2024
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
20.9K
New
$1.06M - $1.16M
20.9K $1.38M
Jan 21, 2025 Q4 2024
Encompass More Asset Management

Danville, CA
BUY
 -
20.1K
+ 13.47%
$1.02M - $1.11M
170K $11.2M
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
20.1K
+ 25.5%
$1.02M - $1.11M
99K $6.51M
Feb 07, 2025 Q4 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
19.9K
+ 10.14%
$1.01M - $1.1M
216K $14.2M
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
19.2K
New
$973K - $1.06M
19.2K $1.26M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
18.8K
New
$955K - $1.04M
18.8K $1.24M
Jan 29, 2025 Q4 2024
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
18.6K
New
$944K - $1.03M
18.6K $1.22M
Jan 21, 2025 Q4 2024
Gradient Investments LLC

BUY
 -
18.3K
+ 2.04%
$931K - $1.01M
919K $60.4M
Feb 04, 2025 Q4 2024
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
17.9K
New
$910K - $990K
17.9K $1.18M
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
17.8K
+ 341.59%
$905K - $984K
23K $1.52M
Feb 14, 2025 Q4 2024
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
17.8K
+ 36.66%
$904K - $984K
66.4K $4.37M
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
17.5K
+ 16.04%
$890K - $968K
127K $8.34M
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
17.5K
New
$890K - $968K
17.5K $1.15M
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
17.5K
New
$888K - $967K
17.5K $1.15M
Mar 14, 2025 Q4 2024
Tableaux LLC

Stockbridge, MA
BUY
 -
17.3K
New
$880K - $958K
17.3K $1.14M
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
16.5K
New
$836K - $910K
16.5K $1.08M
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15.6K
New
$790K - $860K
15.6K $1.02M
Feb 12, 2025 Q4 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
15.4K
New
$783K - $852K
15.4K $1.01M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
15.3K
New
$775K - $844K
15.3K $1M
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
14.6K
New
$741K - $806K
14.6K $960K
Feb 14, 2025 Q4 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
14.5K
New
$736K - $801K
14.5K $954K
Feb 14, 2025 Q4 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.1K
+ 53.27%
$717K - $780K
40.6K $2.67M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
13.9K
+ 4.62%
$707K - $770K
316K $20.8M
Feb 13, 2025 Q4 2024
Cerity Partners LLC

New York, NY
BUY
 -
13.4K
+ 1.63%
$681K - $741K
837K $55M
Jan 23, 2025 Q4 2024
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
13.2K
New
$667K - $726K
13.2K $865K
Jan 22, 2025 Q4 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
13K
New
$661K - $719K
13K $857K
Feb 13, 2025 Q4 2024
Tradition Wealth Management, LLC

BUY
 -
12.9K
New
$654K - $711K
12.9K $847K

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