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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.79K- 8.4% |
$229K - $255K
|
63.1K
$3.37M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.32K- 8.8% |
$249K - $278K
|
65.5K
$3.49M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.46K- 49.59% |
$255K - $285K
|
6.57K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-6.58K- 74.95% |
$260K - $290K
|
2.2K
$117K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.7K- 44.29% |
$265K - $295K
|
8.43K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.25K- 9.87% |
$286K - $319K
|
66.2K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.45K- 1.11% |
$294K - $328K
|
666K
$35.5M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.64K- 1.56% |
$302K - $337K
|
483K
$25.8M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.78K- 30.6% |
$307K - $343K
|
17.6K
$940K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.78K- 19.97% |
$307K - $343K
|
31.2K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-8.42K- 44.66% |
$332K - $371K
|
10.4K
$556K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-8.6K- 11.88% |
$340K - $379K
|
63.8K
$3.4M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8.86K- 1.5% |
$350K - $390K
|
583K
$31.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.49K- 2.85% |
$375K - $418K
|
323K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10K- 18.46% |
$397K - $442K
|
44.4K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-10.1K- 11.83% |
$400K - $446K
|
75.4K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-10.7K- 16.02% |
$423K - $471K
|
56.1K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.3K- 7.33% |
$446K - $497K
|
143K
$7.6M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-12K- 19.19% |
$474K - $529K
|
50.5K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-12.5K- 29.54% |
$492K - $549K
|
29.7K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.6K- 2.37% |
$497K - $555K
|
520K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 11.48% |
$580K - $647K
|
113K
$6.04M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-14.7K- 57.19% |
$582K - $649K
|
11K
$588K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15.9K- 30.11% |
$627K - $699K
|
36.9K
$1.97M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17K- 16.6% |
$673K - $751K
|
85.7K
$4.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.2K- 93.56% |
$717K - $800K
|
1.25K
$66.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-18.9K- 4.72% |
$746K - $833K
|
382K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19.1K- 9.64% |
$753K - $840K
|
179K
$9.52M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-19.4K- 50.0% |
$764K - $853K
|
19.4K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.2K- 65.01% |
$796K - $888K
|
10.8K
$578K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-20.7K- 40.89% |
$817K - $911K
|
29.9K
$1.59M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.6K- 31.38% |
$893K - $996K
|
49.4K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-23.7K- 0.99% |
$937K - $1.04M
|
2.37M
$126M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-27.8K- 12.53% |
$1.1M - $1.22M
|
194K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.1K- 3.29% |
$1.19M - $1.33M
|
884K
$47.2M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32.4K- 38.82% |
$1.28M - $1.43M
|
51.1K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.2K- 32.67% |
$1.43M - $1.59M
|
74.6K
$3.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.2K- 26.2% |
$1.43M - $1.6M
|
102K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-38.2K- 37.94% |
$1.51M - $1.68M
|
62.5K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39K- 3.29% |
$1.54M - $1.72M
|
1.15M
$61.1M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-42.3K- 14.82% |
$1.67M - $1.86M
|
243K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-52.1K- 3.75% |
$2.06M - $2.29M
|
1.34M
$71.3M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-53.1K- 13.02% |
$2.1M - $2.34M
|
355K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54.7KClosed |
$2.16M - $2.41M
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55.1K- 15.56% |
$2.18M - $2.43M
|
299K
$15.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.6K- 19.02% |
$2.2M - $2.45M
|
237K
$12.6M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-56.4K- 8.4% |
$2.23M - $2.49M
|
616K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-64K- 92.96% |
$2.53M - $2.82M
|
4.84K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80.9K- 16.56% |
$3.2M - $3.56M
|
408K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-88.1K- 39.19% |
$3.48M - $3.88M
|
137K
$7.29M
|