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 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
464+ 0.78% |
$23.6K - $25.6K
|
59.8K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
414+ 5.57% |
$21K - $22.9K
|
7.84K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
349+ 0.26% |
$17.7K - $19.3K
|
134K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287New |
$14.6K - $15.9K
|
287
$15.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
233New |
$11.8K - $12.9K
|
233
$12.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
232+ 5.37% |
$11.8K - $12.8K
|
4.55K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
216+ 8.93% |
$11K - $11.9K
|
2.64K
$146K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
138+ 445.16% |
$7K - $7.62K
|
169
$9.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90New |
$4.57K - $4.97K
|
90
$4.99K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 1.47% |
$3.3K - $3.59K
|
4.47K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
30+ 0.11% |
$1.52K - $1.66K
|
26.4K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 12.99% |
$1.02K - $1.1K
|
174
$9.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
13+ 13.83% |
$660 - $718
|
107
$5.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$203 - $221
|
4
$222
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$50.8 - $55.2
|
6.01K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-22- 0.38% |
$1.12K - $1.22K
|
5.82K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 0.23% |
$1.78K - $1.93K
|
14.9K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 2.41% |
$1.83K - $1.99K
|
1.46K
$80.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-73- 0.92% |
$3.71K - $4.03K
|
7.85K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-77- 2.46% |
$3.91K - $4.25K
|
3.05K
$169K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130- 0.12% |
$6.6K - $7.18K
|
113K
$6.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-148- 11.02% |
$7.51K - $8.17K
|
1.2K
$66.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-150- 2.62% |
$7.61K - $8.28K
|
5.58K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-152- 2.71% |
$7.72K - $8.39K
|
5.45K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-172- 52.12% |
$8.73K - $9.5K
|
158
$8.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-210- 0.83% |
$10.7K - $11.6K
|
25.1K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-215- 4.56% |
$10.9K - $11.9K
|
4.5K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-296- 3.43% |
$15K - $16.3K
|
8.35K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-489- 3.37% |
$24.8K - $27K
|
14K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-585- 3.47% |
$29.7K - $32.3K
|
16.3K
$903K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-635- 0.77% |
$32.2K - $35.1K
|
81.9K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-733- 2.16% |
$37.2K - $40.5K
|
33.3K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-802- 0.35% |
$40.7K - $44.3K
|
226K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-885- 1.87% |
$44.9K - $48.9K
|
46.3K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-911- 1.07% |
$46.2K - $50.3K
|
84.3K
$4.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.13K- 1.88% |
$57.1K - $62.1K
|
58.8K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.13K- 5.91% |
$57.2K - $62.2K
|
17.9K
$995K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 86.89% |
$61.2K - $66.6K
|
182
$10.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.24K- 1.47% |
$62.8K - $68.3K
|
82.8K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 3.81% |
$63.8K - $69.4K
|
31.7K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.4K- 3.94% |
$70.8K - $77K
|
34K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.62K- 17.83% |
$82.4K - $89.6K
|
7.48K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.65K- 0.68% |
$83.8K - $91.2K
|
240K
$13.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.12K- 1.58% |
$108K - $117K
|
132K
$7.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.15K- 24.49% |
$109K - $119K
|
6.63K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 2.0% |
$110K - $120K
|
106K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.35K- 17.65% |
$119K - $130K
|
11K
$609K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.73K- 36.75% |
$139K - $151K
|
4.7K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.58K- 4.84% |
$182K - $198K
|
70.4K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4K- 3.9% |
$203K - $221K
|
98.5K
$5.47M
|