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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40.4K+ 205.7% |
$1.87M - $2.14M
|
60K
$3.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.6K+ 74.09% |
$1.83M - $2.1M
|
93K
$4.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
37.2KNew |
$1.72M - $1.97M
|
37.2K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.4K+ 183.64% |
$1.59M - $1.82M
|
53.2K
$2.76M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.2KNew |
$1.49M - $1.71M
|
32.2K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
31.8KNew |
$1.47M - $1.68M
|
31.8K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
30.6KNew |
$1.42M - $1.62M
|
30.6K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30.2K+ 30.25% |
$1.4M - $1.6M
|
130K
$6.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29.1KNew |
$1.34M - $1.54M
|
29.1K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
28.4K+ 45.63% |
$1.31M - $1.51M
|
90.8K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28KNew |
$1.29M - $1.48M
|
28K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.6KNew |
$1.13M - $1.3M
|
24.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
24.3K+ 100.16% |
$1.12M - $1.29M
|
48.6K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
24.2K+ 8.83% |
$1.12M - $1.28M
|
298K
$15.4M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
22.5K+ 31.38% |
$1.04M - $1.19M
|
94.2K
$4.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22K+ 7.86% |
$1.02M - $1.17M
|
302K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
21.4KNew |
$986K - $1.13M
|
21.4K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20.8K+ 1962.26% |
$961K - $1.1M
|
21.9K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
20.8KNew |
$960K - $1.1M
|
20.8K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.1K+ 8.16% |
$882K - $1.01M
|
253K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.1K+ 9.72% |
$880K - $1.01M
|
215K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
18.7K+ 6.04% |
$865K - $992K
|
329K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.5K+ 121.67% |
$806K - $925K
|
31.8K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
17.2K+ 2.85% |
$796K - $913K
|
622K
$32.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
16.9KNew |
$779K - $894K
|
16.9K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16KNew |
$738K - $846K
|
16K
$828K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15.8K+ 127.74% |
$730K - $837K
|
28.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.6KNew |
$719K - $825K
|
15.6K
$807K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9K+ 18.26% |
$687K - $788K
|
96.3K
$4.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
14.9K+ 132.89% |
$686K - $787K
|
26K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 185.14% |
$674K - $773K
|
22.5K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.2KNew |
$657K - $754K
|
14.2K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14K+ 12.59% |
$648K - $744K
|
125K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14K+ 33.71% |
$647K - $742K
|
55.5K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13.8KNew |
$639K - $733K
|
13.8K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7K+ 3.17% |
$631K - $724K
|
444K
$23M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
13.6KNew |
$629K - $722K
|
13.6K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$612K - $702K
|
13.2K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
13.2KNew |
$610K - $699K
|
13.2K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$608K - $698K
|
13.2K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12.8KNew |
$593K - $680K
|
12.8K
$665K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$586K - $672K
|
12.7K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
12.5KNew |
$576K - $661K
|
12.5K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.1K+ 16.59% |
$558K - $640K
|
84.8K
$4.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.7KNew |
$541K - $620K
|
11.7K
$607K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.7KNew |
$540K - $620K
|
11.7K
$606K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 16.24% |
$509K - $584K
|
78.9K
$4.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 6.78% |
$506K - $581K
|
173K
$8.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.6KNew |
$488K - $560K
|
10.6K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.6KNew |
$488K - $560K
|
10.6K
$547K
|