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 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 25.33% |
$173K - $198K
|
18.5K
$959K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 3.91% |
$164K - $188K
|
94.4K
$4.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.51K+ 3.12% |
$162K - $186K
|
116K
$6.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.46K+ 15.09% |
$160K - $183K
|
26.4K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.02K+ 21.14% |
$140K - $160K
|
17.3K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.9K+ 2.29% |
$134K - $154K
|
130K
$6.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 2.7% |
$119K - $137K
|
98.4K
$5.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 7.01% |
$116K - $133K
|
38.3K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.41K+ 16.08% |
$111K - $128K
|
17.4K
$903K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.41K+ 37.43% |
$111K - $128K
|
8.84K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.41K+ 6.64% |
$111K - $127K
|
38.6K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.35K+ 8.38% |
$109K - $125K
|
30.4K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.33K+ 18.1% |
$108K - $124K
|
15.2K
$788K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.22K+ 11.12% |
$103K - $118K
|
22.2K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.12KNew |
$97.9K - $112K
|
2.12K
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.09K+ 12.82% |
$96.7K - $111K
|
18.4K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2K+ 2.68% |
$92.4K - $106K
|
76.6K
$3.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2KNew |
$92.4K - $106K
|
2K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.98K+ 5.04% |
$91.3K - $105K
|
41.2K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.81K+ 12.7% |
$83.4K - $95.7K
|
16K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6K+ 7.87% |
$73.7K - $84.6K
|
21.9K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.53K+ 20.88% |
$70.8K - $81.2K
|
8.87K
$460K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.46KNew |
$67.3K - $77.2K
|
1.46K
$75.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 17.68% |
$66.8K - $76.7K
|
9.62K
$499K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.43KNew |
$66K - $75.8K
|
1.43K
$74.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.41K+ 4.74% |
$65K - $74.5K
|
31.1K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.39K+ 97.13% |
$64.2K - $73.7K
|
2.82K
$146K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.3K+ 4.33% |
$60.2K - $69K
|
31.3K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.28K+ 12.27% |
$59.2K - $67.9K
|
11.7K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$58K - $66.6K
|
1.26K
$65.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.25K+ 14.88% |
$57.8K - $66.3K
|
9.66K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.25K+ 0.08% |
$57.6K - $66.1K
|
1.55M
$80.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.25K+ 11.3% |
$57.5K - $66K
|
12.3K
$636K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.24K+ 1.15% |
$57.4K - $65.9K
|
109K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.21K+ 2.67% |
$55.8K - $64K
|
46.4K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.2K+ 0.91% |
$55.5K - $63.7K
|
133K
$6.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.14K+ 2.24% |
$52.6K - $60.3K
|
51.9K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.1KNew |
$50.7K - $58.2K
|
1.1K
$56.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.09K+ 134.9% |
$50.4K - $57.8K
|
1.9K
$98.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 5.51% |
$48.9K - $56.1K
|
20.3K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.02KNew |
$47.1K - $54.1K
|
1.02K
$52.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.01K+ 15.06% |
$46.7K - $53.6K
|
7.73K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
969+ 15.0% |
$44.8K - $51.4K
|
7.43K
$385K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
944+ 11.3% |
$43.6K - $50K
|
9.3K
$482K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
918+ 9.49% |
$42.4K - $48.7K
|
10.6K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
897New |
$41.4K - $47.5K
|
897
$46.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
852+ 0.84% |
$39.4K - $45.2K
|
103K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
832+ 18.58% |
$38.4K - $44.1K
|
5.31K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
686+ 5.67% |
$31.7K - $36.4K
|
12.8K
$663K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
628New |
$29K - $33.3K
|
628
$32.6K
|