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 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.16K- 5.55% |
$465K - $506K
|
156K
$8.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.41K- 62.79% |
$478K - $520K
|
5.58K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.3K- 44.59% |
$523K - $569K
|
12.8K
$726K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.4K- 2.35% |
$579K - $630K
|
473K
$26.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12K- 59.27% |
$611K - $664K
|
8.26K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.1K- 58.18% |
$663K - $721K
|
9.39K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-14.2K- 66.17% |
$721K - $784K
|
7.26K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-14.3K- 50.75% |
$725K - $789K
|
13.9K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-15.2K- 5.11% |
$774K - $842K
|
283K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.1K- 5.14% |
$919K - $999K
|
334K
$18.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.2K- 48.54% |
$976K - $1.06M
|
20.4K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.4K- 6.47% |
$986K - $1.07M
|
281K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-22.5K- 13.75% |
$1.14M - $1.24M
|
141K
$8M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-56.7K- 8.04% |
$2.88M - $3.13M
|
649K
$36.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64.4K- 49.5% |
$3.27M - $3.56M
|
65.7K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-76.4K- 88.05% |
$3.88M - $4.22M
|
10.4K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-76.9K- 74.52% |
$3.9M - $4.25M
|
26.3K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85.8K- 94.5% |
$4.35M - $4.74M
|
5K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-167K- 49.5% |
$8.47M - $9.22M
|
170K
$9.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-275K- 6.84% |
$13.9M - $15.2M
|
3.74M
$212M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-800K- 5.8% |
$40.6M - $44.2M
|
13M
$737M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.9M- 49.59% |
$96.7M - $105M
|
1.94M
$110M
|