Purchases and Sales Made in Q1 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.12KNew |
$242K - $270K
|
6.12K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.09K+ 13.8% |
$241K - $268K
|
50.3K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.92K+ 3.62% |
$234K - $261K
|
170K
$9.05M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.55K+ 9.06% |
$219K - $245K
|
66.8K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.05KNew |
$199K - $222K
|
5.05K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.03KNew |
$198K - $221K
|
5.03K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 4.27% |
$194K - $216K
|
120K
$6.39M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
4.61KNew |
$182K - $203K
|
4.61K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.59KNew |
$181K - $202K
|
4.59K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.58K+ 447.7% |
$181K - $202K
|
5.6K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.22K+ 4.2% |
$167K - $186K
|
105K
$5.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4.12K+ 7.72% |
$163K - $182K
|
57.5K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 4.96% |
$162K - $181K
|
86.8K
$4.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.86K+ 3.71% |
$152K - $170K
|
108K
$5.76M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.66K+ 21.87% |
$144K - $161K
|
20.4K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
3.65K+ 2.52% |
$144K - $161K
|
149K
$7.92M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
3.5K+ 1.4% |
$138K - $154K
|
254K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.33K+ 36.98% |
$132K - $147K
|
12.3K
$658K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.25K+ 33.59% |
$128K - $143K
|
12.9K
$689K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.23K+ 66.23% |
$127K - $142K
|
8.1K
$432K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 4.93% |
$126K - $140K
|
67.7K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
2.79K+ 101.83% |
$110K - $123K
|
5.53K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.76KNew |
$109K - $121K
|
2.76K
$147K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.5K+ 3.83% |
$98.8K - $110K
|
67.9K
$3.62M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.49K+ 3.07% |
$98.3K - $110K
|
83.5K
$4.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.48K+ 70.2% |
$97.9K - $109K
|
6.01K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.45K+ 0.62% |
$96.6K - $108K
|
395K
$21.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.38K+ 2.37% |
$94.1K - $105K
|
103K
$5.49M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.33K+ 2.01% |
$92.1K - $103K
|
118K
$6.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 40.87% |
$79K - $88.1K
|
6.89K
$368K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.83K+ 5.03% |
$72.3K - $80.6K
|
38.2K
$2.04M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.8K+ 1.66% |
$71K - $79.2K
|
110K
$5.85M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.64K+ 14.46% |
$64.7K - $72.2K
|
13K
$691K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.57K+ 0.97% |
$62K - $69.2K
|
163K
$8.7M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.55K+ 12.78% |
$61.2K - $68.3K
|
13.7K
$730K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.42K+ 5.08% |
$56.2K - $62.6K
|
29.4K
$1.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.4K+ 7.68% |
$55.3K - $61.7K
|
19.6K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 6.79% |
$54.4K - $60.7K
|
21.7K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.34K+ 4.3% |
$52.9K - $59K
|
32.5K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.33K+ 23.92% |
$52.6K - $58.7K
|
6.9K
$368K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 4650.0% |
$51.4K - $57.4K
|
1.33K
$70.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.24KNew |
$49K - $54.7K
|
1.24K
$66.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.65% |
$47.5K - $53K
|
74.3K
$3.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.16K+ 4.53% |
$45.6K - $50.9K
|
26.7K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$44.5K - $49.6K
|
1.13K
$60.1K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.12K+ 2.7% |
$44.4K - $49.5K
|
42.7K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 3.02% |
$43.8K - $48.9K
|
37.9K
$2.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 0.68% |
$40.1K - $44.8K
|
150K
$8.02M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 1.02% |
$40K - $44.7K
|
101K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1KNew |
$39.5K - $44.1K
|
1K
$53.3K
|