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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.7KNew |
$645K - $701K
|
12.7K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.6KNew |
$640K - $697K
|
12.6K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.1KNew |
$616K - $670K
|
12.1K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 9.3% |
$612K - $666K
|
142K
$9.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11.4K+ 9.86% |
$580K - $631K
|
127K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.2KNew |
$567K - $617K
|
11.2K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$552K - $601K
|
10.9K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10.7KNew |
$542K - $590K
|
10.7K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10.4K+ 7.87% |
$528K - $575K
|
143K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
10.3KNew |
$521K - $567K
|
10.3K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
10.1K+ 0.87% |
$512K - $557K
|
1.17M
$77.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.98K+ 11.73% |
$507K - $551K
|
95.1K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.63K+ 3.87% |
$489K - $532K
|
258K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.44KNew |
$479K - $521K
|
9.44K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9.32KNew |
$473K - $515K
|
9.32K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
9KNew |
$457K - $497K
|
9K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.92KNew |
$453K - $493K
|
8.92K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.52K+ 45.13% |
$432K - $470K
|
27.4K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
8.32KNew |
$422K - $460K
|
8.32K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.28KNew |
$420K - $457K
|
8.28K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.25KNew |
$419K - $456K
|
8.25K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
8.25K+ 23.95% |
$419K - $455K
|
42.7K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.68K+ 6.5% |
$390K - $424K
|
126K
$8.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.66K+ 7.85% |
$389K - $423K
|
105K
$6.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.53K+ 23.69% |
$382K - $416K
|
39.3K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.53K+ 194.37% |
$382K - $416K
|
11.4K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.5K+ 375.0% |
$381K - $414K
|
9.5K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.5K+ 1.76% |
$381K - $414K
|
433K
$28.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.45K+ 19.32% |
$378K - $411K
|
46K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 5.61% |
$368K - $400K
|
136K
$8.96M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.05KNew |
$358K - $390K
|
7.05K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 38.02% |
$357K - $389K
|
25.5K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.95KNew |
$353K - $384K
|
6.95K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6.83KNew |
$347K - $377K
|
6.83K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.74K+ 11.22% |
$342K - $372K
|
66.8K
$4.39M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.51KNew |
$331K - $360K
|
6.51K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.48KNew |
$329K - $358K
|
6.48K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6.48K+ 229.81% |
$329K - $358K
|
9.3K
$612K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$324K - $353K
|
6.39K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.37K+ 112.67% |
$323K - $352K
|
12K
$791K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.34KNew |
$322K - $350K
|
6.34K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.3K+ 8.22% |
$320K - $348K
|
82.9K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.29K+ 41.13% |
$319K - $347K
|
21.6K
$1.42M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
6.01K+ 0.97% |
$305K - $332K
|
628K
$41.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.99K+ 15.62% |
$304K - $331K
|
44.3K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.94K+ 0.9% |
$302K - $328K
|
666K
$43.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.83K+ 71.13% |
$296K - $322K
|
14K
$922K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.72KNew |
$290K - $316K
|
5.72K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.71KNew |
$290K - $315K
|
5.71K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.5KNew |
$279K - $304K
|
5.5K
$362K
|