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
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
988New |
$39K - $43.5K
|
988
$52.7K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
987+ 4.04% |
$39K - $43.5K
|
25.4K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
943+ 6.3% |
$37.2K - $41.5K
|
15.9K
$848K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
932+ 1.4% |
$36.8K - $41.1K
|
67.5K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
926+ 10.59% |
$36.6K - $40.8K
|
9.67K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
926+ 8.9% |
$36.6K - $40.8K
|
11.3K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
900+ 2.78% |
$35.5K - $39.6K
|
33.2K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
894+ 15.34% |
$35.3K - $39.4K
|
6.72K
$358K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
850New |
$33.6K - $37.4K
|
850
$45.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
816+ 44.2% |
$32.2K - $35.9K
|
2.66K
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
757+ 14.29% |
$29.9K - $33.3K
|
6.06K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
732+ 0.77% |
$28.9K - $32.2K
|
95.7K
$5.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
629+ 64.45% |
$24.8K - $27.7K
|
1.61K
$85.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
601+ 0.54% |
$23.7K - $26.5K
|
113K
$6.01M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
582+ 9.29% |
$23K - $25.6K
|
6.85K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
573+ 5.46% |
$22.6K - $25.2K
|
11.1K
$590K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
464+ 565.85% |
$18.3K - $20.4K
|
546
$29.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
419+ 69.95% |
$16.5K - $18.5K
|
1.02K
$54.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
383+ 3.84% |
$15.1K - $16.9K
|
10.4K
$553K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
304New |
$12K - $13.4K
|
304
$16.2K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
279+ 281.82% |
$11K - $12.3K
|
378
$20.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
278+ 3.18% |
$11K - $12.2K
|
9.03K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
254+ 2.57% |
$10K - $11.2K
|
10.1K
$540K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
217+ 1.79% |
$8.57K - $9.56K
|
12.4K
$659K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
217+ 2.22% |
$8.57K - $9.56K
|
9.99K
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
174New |
$6.87K - $7.66K
|
174
$9.28K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
167+ 12.73% |
$6.59K - $7.36K
|
1.48K
$78.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140New |
$5.53K - $6.17K
|
140
$7.46K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
134New |
$5.29K - $5.9K
|
134
$7.14K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
122+ 0.22% |
$4.82K - $5.37K
|
54.7K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
99+ 3.12% |
$3.91K - $4.36K
|
3.28K
$175K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
78+ 0.58% |
$3.08K - $3.44K
|
13.6K
$727K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61New |
$2.41K - $2.69K
|
61
$3.25K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 17.44% |
$1.78K - $1.98K
|
303
$16.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 4.53% |
$474 - $529
|
277
$14.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11New |
$434 - $485
|
11
$587
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-1- -0.0% |
$39.5 - $44.1
|
99.7K
$5.32M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4- -0.0% |
$158 - $176
|
147K
$7.83M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.1% |
$355 - $396
|
808
$43.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.12% |
$513 - $573
|
11.2K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-18- 0.45% |
$711 - $793
|
3.98K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-49- 0.22% |
$1.94K - $2.16K
|
21.9K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 2.39% |
$2.25K - $2.51K
|
2.33K
$124K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-89- 1.44% |
$3.51K - $3.92K
|
6.11K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 49.02% |
$3.95K - $4.41K
|
104
$5.55K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.18% |
$3.95K - $4.41K
|
55.1K
$2.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-108- 1.76% |
$4.26K - $4.76K
|
6.04K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-113- 0.86% |
$4.46K - $4.98K
|
13K
$693K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-131- 0.82% |
$5.17K - $5.77K
|
15.8K
$844K
|