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 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.33K- 3.45% |
$67.7K - $73.7K
|
37.3K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.4K- 3.94% |
$70.8K - $77K
|
34K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.51K- 2.22% |
$76.4K - $83.1K
|
66.4K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.62K- 17.83% |
$82.4K - $89.6K
|
7.48K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.65K- 0.68% |
$83.8K - $91.2K
|
240K
$16M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.67K- 2.59% |
$84.5K - $92K
|
62.5K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.8K- 1.53% |
$91.6K - $99.6K
|
116K
$7.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.99K- 16.97% |
$101K - $110K
|
9.74K
$649K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.12K- 1.58% |
$108K - $117K
|
132K
$8.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.15K- 24.49% |
$109K - $119K
|
6.63K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 2.0% |
$110K - $120K
|
106K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.22K- 1.43% |
$113K - $123K
|
153K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.35K- 17.65% |
$119K - $130K
|
11K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.55K- 26.11% |
$129K - $141K
|
7.21K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.69K- 7.81% |
$136K - $148K
|
31.7K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.73K- 36.75% |
$139K - $151K
|
4.7K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 43.23% |
$151K - $165K
|
3.91K
$261K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.16K- 12.2% |
$161K - $175K
|
22.8K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.31K- 19.7% |
$168K - $183K
|
13.5K
$900K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.53K- 25.5% |
$179K - $195K
|
10.3K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.57K- 4.74% |
$181K - $197K
|
71.8K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.58K- 4.84% |
$182K - $198K
|
70.4K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.7K- 9.3% |
$188K - $204K
|
36.1K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.78K- 48.87% |
$192K - $209K
|
3.95K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.95K- 99.37% |
$201K - $218K
|
25
$1.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4K- 3.9% |
$203K - $221K
|
98.5K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-4.29K- 1.4% |
$218K - $237K
|
302K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.72K- 3.35% |
$239K - $261K
|
136K
$9.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.91K- 50.77% |
$249K - $271K
|
4.76K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.14K- 53.4% |
$261K - $284K
|
4.49K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.3K- 0.96% |
$269K - $293K
|
549K
$36.6M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.1K- 3.42% |
$309K - $337K
|
172K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.31K- 0.68% |
$320K - $349K
|
928K
$61.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.78K- 9.15% |
$344K - $374K
|
67.3K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.85K- 41.08% |
$348K - $378K
|
9.82K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.95K- 4.03% |
$353K - $384K
|
166K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.01K- 12.3% |
$356K - $387K
|
50K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.44K- 1.48% |
$378K - $411K
|
496K
$33.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 3.14% |
$403K - $439K
|
245K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8K- 14.41% |
$406K - $442K
|
47.5K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.52K- 53.97% |
$432K - $470K
|
7.26K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8.73K- 6.94% |
$443K - $482K
|
117K
$7.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.76K- 6.12% |
$445K - $484K
|
134K
$8.97M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.82K- 12.24% |
$448K - $487K
|
63.2K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 67.54% |
$451K - $491K
|
4.27K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.16K- 5.55% |
$465K - $506K
|
156K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.41K- 62.79% |
$478K - $520K
|
5.58K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.81K- 23.85% |
$498K - $542K
|
31.3K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10.3K- 44.59% |
$523K - $569K
|
12.8K
$853K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.3K- 2.23% |
$574K - $624K
|
495K
$33M
|