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 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.91K- 50.77% |
$249K - $271K
|
4.76K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.1K- 3.42% |
$309K - $337K
|
172K
$9.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.78K- 9.15% |
$344K - $374K
|
67.3K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.85K- 41.08% |
$348K - $378K
|
9.82K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.95K- 4.03% |
$353K - $384K
|
166K
$9.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.52K- 53.97% |
$432K - $470K
|
7.26K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8.73K- 6.94% |
$443K - $482K
|
117K
$6.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.76K- 6.12% |
$445K - $484K
|
134K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 67.54% |
$451K - $491K
|
4.27K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.16K- 5.55% |
$465K - $506K
|
156K
$8.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.41K- 62.79% |
$478K - $520K
|
5.58K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.3K- 44.59% |
$523K - $569K
|
12.8K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 59.27% |
$611K - $664K
|
8.26K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.2K- 66.17% |
$721K - $784K
|
7.26K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-15.2K- 5.11% |
$774K - $842K
|
283K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.1K- 5.14% |
$919K - $999K
|
334K
$18.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.2K- 48.54% |
$976K - $1.06M
|
20.4K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.4K- 6.47% |
$986K - $1.07M
|
281K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-22.5K- 13.75% |
$1.14M - $1.24M
|
141K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-56.7K- 8.04% |
$2.88M - $3.13M
|
649K
$36M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64.4K- 49.5% |
$3.27M - $3.56M
|
65.7K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-76.9K- 74.52% |
$3.9M - $4.25M
|
26.3K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85.8K- 94.5% |
$4.35M - $4.74M
|
5K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$9.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-275K- 6.84% |
$13.9M - $15.2M
|
3.74M
$208M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-800K- 5.8% |
$40.6M - $44.2M
|
13M
$721M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.9M- 49.59% |
$96.7M - $105M
|
1.94M
$107M
|