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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.39KNew |
$274K - $298K
|
5.39K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.38K+ 2.15% |
$273K - $297K
|
255K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.35KNew |
$272K - $296K
|
5.35K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.97K+ 2.75% |
$252K - $274K
|
186K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.94KNew |
$251K - $273K
|
4.94K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.84KNew |
$245K - $267K
|
4.84K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.83KNew |
$245K - $267K
|
4.83K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.78K+ 2.91% |
$242K - $264K
|
169K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.7K+ 49.02% |
$238K - $259K
|
14.3K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.64K+ 97.75% |
$236K - $256K
|
9.39K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.6K+ 34.88% |
$234K - $254K
|
17.8K
$1.17M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.58KNew |
$232K - $253K
|
4.58K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.57K+ 12.26% |
$232K - $252K
|
41.8K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.4KNew |
$223K - $243K
|
4.4K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$285K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.34KNew |
$220K - $240K
|
4.34K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$217K - $236K
|
4.27K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.24K+ 3.73% |
$215K - $234K
|
118K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.21K+ 53.55% |
$214K - $232K
|
12.1K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.14KNew |
$210K - $229K
|
4.14K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.1K+ 5.56% |
$208K - $226K
|
77.7K
$5.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.06KNew |
$206K - $224K
|
4.06K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.02K+ 13.81% |
$204K - $222K
|
33.1K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4K+ 21.04% |
$203K - $221K
|
23K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.78K+ 6.04% |
$192K - $209K
|
66.3K
$4.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.76K+ 29.41% |
$191K - $208K
|
16.5K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.71K+ 9.49% |
$189K - $205K
|
42.8K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.71K+ 77.68% |
$188K - $205K
|
8.49K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.71K+ 5.73% |
$188K - $205K
|
68.4K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.65K+ 11.75% |
$185K - $202K
|
34.7K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 1.58% |
$185K - $202K
|
234K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 3.68% |
$173K - $188K
|
95.9K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.37K+ 31.96% |
$171K - $186K
|
13.9K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 3.37% |
$168K - $183K
|
102K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.29K+ 80.63% |
$167K - $182K
|
7.37K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.98K+ 18.56% |
$151K - $164K
|
19K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.94KNew |
$149K - $162K
|
2.94K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.91K+ 27.5% |
$148K - $161K
|
13.5K
$889K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.87K+ 16.55% |
$145K - $158K
|
20.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.86K+ 6.12% |
$145K - $158K
|
49.6K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.69K+ 6.52% |
$136K - $148K
|
43.9K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.52K+ 47.98% |
$128K - $139K
|
7.77K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.5K+ 2.58% |
$127K - $138K
|
99.3K
$6.53M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.42KNew |
$123K - $134K
|
2.42K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.27KNew |
$115K - $126K
|
2.27K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.26K+ 1.73% |
$115K - $125K
|
133K
$8.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.21K+ 0.49% |
$112K - $122K
|
455K
$29.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.17K+ 4.3% |
$110K - $120K
|
52.5K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.08K+ 3.56% |
$106K - $115K
|
60.5K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.04KNew |
$104K - $113K
|
2.04K
$134K
|