Purchases and Sales Made in Q3 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.56MNew |
$303M - $348M
|
6.56M
$340M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.64MNew |
$260M - $299M
|
5.64M
$292M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.89M+ 5727072.5% |
$87.3M - $100M
|
1.89M
$98M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.62MNew |
$75.1M - $86.1M
|
1.62M
$84.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.36M+ 1804.98% |
$62.7M - $72M
|
1.43M
$74.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.02MNew |
$46.9M - $53.8M
|
1.02M
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
973K+ 43.19% |
$45M - $51.6M
|
3.23M
$167M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
881K+ 28.08% |
$40.7M - $46.7M
|
4.02M
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
506KNew |
$23.4M - $26.8M
|
506K
$26.2M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
482K+ 14.34% |
$22.2M - $25.5M
|
3.84M
$199M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
283K+ 1180.11% |
$13.1M - $15M
|
306K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
281K+ 4.42% |
$13M - $14.9M
|
6.63M
$344M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
277K+ 50.83% |
$12.8M - $14.7M
|
823K
$42.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
272K+ 26.55% |
$12.6M - $14.4M
|
1.3M
$67.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
247K+ 36.99% |
$11.4M - $13.1M
|
915K
$47.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 15.54% |
$11M - $12.7M
|
1.77M
$92M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
230KNew |
$10.6M - $12.2M
|
230K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214K+ 1541.03% |
$9.87M - $11.3M
|
227K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
203K+ 6.17% |
$9.37M - $10.8M
|
3.49M
$181M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181KNew |
$8.35M - $9.58M
|
181K
$9.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 40.88% |
$7M - $8.03M
|
522K
$27.1M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
139KNew |
$6.41M - $7.35M
|
139K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
133K+ 65.0% |
$6.16M - $7.07M
|
339K
$17.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
132K+ 60.86% |
$6.09M - $6.99M
|
348K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
131K+ 8398.65% |
$6.04M - $6.93M
|
132K
$6.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
114K+ 10.86% |
$5.28M - $6.05M
|
1.17M
$60.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
110K+ 82.08% |
$5.09M - $5.84M
|
245K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
97.6KNew |
$4.51M - $5.17M
|
97.6K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93.3K+ 22.86% |
$4.31M - $4.95M
|
502K
$26M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
92.4K+ 1730.57% |
$4.27M - $4.9M
|
97.7K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.9KNew |
$4.06M - $4.66M
|
87.9K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
86.3KNew |
$3.99M - $4.57M
|
86.3K
$4.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 21.15% |
$3.98M - $4.57M
|
493K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
79.1K+ 12.61% |
$3.65M - $4.19M
|
706K
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78.9K+ 156.49% |
$3.64M - $4.18M
|
129K
$6.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
73K+ 12.04% |
$3.37M - $3.87M
|
680K
$35.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
70.8K+ 18.56% |
$3.27M - $3.76M
|
452K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70.8K+ 443.98% |
$3.27M - $3.75M
|
86.8K
$4.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.8K+ 1077.9% |
$3.13M - $3.59M
|
74K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
64.5K+ 75.77% |
$2.98M - $3.42M
|
150K
$7.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.8K+ 8.11% |
$2.95M - $3.38M
|
850K
$44.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
61.6KNew |
$2.84M - $3.26M
|
61.6K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
61.1K+ 34.58% |
$2.82M - $3.24M
|
238K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.7K+ 123.17% |
$2.71M - $3.11M
|
106K
$5.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58.3K+ 131.78% |
$2.7M - $3.09M
|
103K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
52.4KNew |
$2.42M - $2.78M
|
52.4K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
51.9K+ 106.06% |
$2.4M - $2.75M
|
101K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 801.92% |
$2.34M - $2.69M
|
57K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50.2KNew |
$2.32M - $2.66M
|
50.2K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.8K+ 2.23% |
$2.16M - $2.48M
|
2.14M
$111M
|