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 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
6.01K+ 0.97% |
$305K - $332K
|
628K
$34.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.99K+ 15.62% |
$304K - $331K
|
44.3K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.94K+ 0.9% |
$302K - $328K
|
666K
$36.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.5KNew |
$279K - $304K
|
5.5K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.39KNew |
$274K - $298K
|
5.39K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.35KNew |
$272K - $296K
|
5.35K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.94KNew |
$251K - $273K
|
4.94K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.84KNew |
$245K - $267K
|
4.84K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.78K+ 2.91% |
$242K - $264K
|
169K
$9.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.7K+ 49.02% |
$238K - $259K
|
14.3K
$792K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.57K+ 12.26% |
$232K - $252K
|
41.8K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$217K - $236K
|
4.27K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.24K+ 3.73% |
$215K - $234K
|
118K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.14KNew |
$210K - $229K
|
4.14K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.1K+ 5.56% |
$208K - $226K
|
77.7K
$4.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.06KNew |
$206K - $224K
|
4.06K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4K+ 21.04% |
$203K - $221K
|
23K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.71K+ 9.49% |
$189K - $205K
|
42.8K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.71K+ 5.73% |
$188K - $205K
|
68.4K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.65K+ 11.75% |
$185K - $202K
|
34.7K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 1.58% |
$185K - $202K
|
234K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 3.68% |
$173K - $188K
|
95.9K
$5.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 3.37% |
$168K - $183K
|
102K
$5.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.98K+ 18.56% |
$151K - $164K
|
19K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.91K+ 27.5% |
$148K - $161K
|
13.5K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.87K+ 16.55% |
$145K - $158K
|
20.2K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.5K+ 2.58% |
$127K - $138K
|
99.3K
$5.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.17K+ 4.3% |
$110K - $120K
|
52.5K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.08K+ 3.56% |
$106K - $115K
|
60.5K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.04KNew |
$104K - $113K
|
2.04K
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.94K+ 0.87% |
$98.3K - $107K
|
223K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.84K+ 12.1% |
$93.4K - $102K
|
17K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.72KNew |
$87.4K - $95.1K
|
1.72K
$95.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.58K+ 9.09% |
$80.3K - $87.4K
|
19K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.44K+ 1.4% |
$73.3K - $79.8K
|
104K
$5.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$74.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.27K+ 8.63% |
$64.7K - $70.4K
|
16K
$890K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.39% |
$59.6K - $64.9K
|
86K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.14K+ 4.18% |
$57.8K - $62.9K
|
28.4K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.85% |
$54.2K - $58.9K
|
127K
$7.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 1.85% |
$50.8K - $55.2K
|
55K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
881+ 1.43% |
$44.7K - $48.7K
|
62.5K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
872+ 6.37% |
$44.3K - $48.2K
|
14.6K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
835New |
$42.4K - $46.1K
|
835
$46.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
802+ 2.52% |
$40.7K - $44.3K
|
32.6K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
763+ 1.04% |
$38.7K - $42.1K
|
74.1K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
656+ 0.6% |
$33.3K - $36.2K
|
109K
$6.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575+ 7.99% |
$29.2K - $31.8K
|
7.77K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
526+ 5.51% |
$26.7K - $29.1K
|
10.1K
$559K
|