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 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-215- 4.56% |
$10.9K - $11.9K
|
4.5K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-215- 4.56% |
$10.9K - $11.9K
|
4.5K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-296- 3.43% |
$15K - $16.3K
|
8.35K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-305- 0.44% |
$15.5K - $16.8K
|
68.6K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-398- 3.48% |
$20.2K - $22K
|
11.1K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-489- 3.37% |
$24.8K - $27K
|
14K
$795K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-585- 3.47% |
$29.7K - $32.3K
|
16.3K
$923K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-635- 0.77% |
$32.2K - $35.1K
|
81.9K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-733- 2.16% |
$37.2K - $40.5K
|
33.3K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-802- 0.35% |
$40.7K - $44.3K
|
226K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-885- 1.87% |
$44.9K - $48.9K
|
46.3K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-911- 1.07% |
$46.2K - $50.3K
|
84.3K
$4.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.13K- 1.88% |
$57.1K - $62.1K
|
58.8K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.13K- 5.91% |
$57.2K - $62.2K
|
17.9K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.19K- 6.46% |
$60.4K - $65.7K
|
17.2K
$977K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 86.89% |
$61.2K - $66.6K
|
182
$10.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.24K- 1.47% |
$62.8K - $68.3K
|
82.8K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 3.81% |
$63.8K - $69.4K
|
31.7K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-1.27K- 6.83% |
$64.5K - $70.2K
|
17.3K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.3K- 6.26% |
$66K - $71.9K
|
19.5K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.33K- 4.25% |
$67.6K - $73.6K
|
30K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.4K- 3.94% |
$70.8K - $77K
|
34K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.62K- 17.83% |
$82.4K - $89.6K
|
7.48K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.65K- 0.68% |
$83.8K - $91.2K
|
240K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.8K- 1.53% |
$91.6K - $99.6K
|
116K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.99K- 16.97% |
$101K - $110K
|
9.74K
$552K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.12K- 1.58% |
$108K - $117K
|
132K
$7.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.15K- 24.49% |
$109K - $119K
|
6.63K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 2.0% |
$110K - $120K
|
106K
$6.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.22K- 1.43% |
$113K - $123K
|
153K
$8.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.35K- 17.65% |
$119K - $130K
|
11K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.73K- 36.75% |
$139K - $151K
|
4.7K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 43.23% |
$151K - $165K
|
3.91K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.31K- 19.7% |
$168K - $183K
|
13.5K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.58K- 4.84% |
$182K - $198K
|
70.4K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4K- 3.9% |
$203K - $221K
|
98.5K
$5.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.72K- 3.35% |
$239K - $261K
|
136K
$7.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.91K- 50.77% |
$249K - $271K
|
4.76K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.3K- 0.96% |
$269K - $293K
|
549K
$31.1M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.1K- 3.42% |
$309K - $337K
|
172K
$9.77M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.31K- 0.68% |
$320K - $349K
|
928K
$52.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.78K- 9.15% |
$344K - $374K
|
67.3K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.85K- 41.08% |
$348K - $378K
|
9.82K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.95K- 4.03% |
$353K - $384K
|
166K
$9.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.44K- 1.48% |
$378K - $411K
|
496K
$28.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.52K- 53.97% |
$432K - $470K
|
7.26K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8.73K- 6.94% |
$443K - $482K
|
117K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.76K- 6.12% |
$445K - $484K
|
134K
$7.62M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.82K- 12.24% |
$448K - $487K
|
63.2K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 67.54% |
$451K - $491K
|
4.27K
$242K
|