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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
586New |
$27.1K - $31.1K
|
586
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
565+ 0.67% |
$26.1K - $30K
|
85.1K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
555+ 70.43% |
$25.6K - $29.4K
|
1.34K
$69.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
553+ 0.49% |
$25.5K - $29.3K
|
113K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
553+ 16.16% |
$25.5K - $29.3K
|
3.98K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
546New |
$25.2K - $28.9K
|
546
$28.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
545+ 0.93% |
$25.2K - $28.9K
|
59.2K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
486+ 0.07% |
$22.5K - $25.8K
|
688K
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
467+ 0.68% |
$21.6K - $24.8K
|
68.9K
$3.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
404+ 1.03% |
$18.7K - $21.4K
|
39.6K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
401+ 1.19% |
$18.5K - $21.3K
|
34K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
277+ 1.32% |
$12.8K - $14.7K
|
21.2K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
244+ 2.52% |
$11.3K - $12.9K
|
9.93K
$515K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
236New |
$10.9K - $12.5K
|
236
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
226+ 2.26% |
$10.4K - $12K
|
10.2K
$531K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
212+ 2.66% |
$9.79K - $11.2K
|
8.2K
$425K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
210+ 7.2% |
$9.7K - $11.1K
|
3.13K
$162K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
208+ 3.96% |
$9.61K - $11K
|
5.46K
$283K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
202New |
$9.33K - $10.7K
|
202
$10.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
197+ 1.34% |
$9.1K - $10.4K
|
14.9K
$774K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
177+ 0.69% |
$8.18K - $9.38K
|
25.7K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
168+ 0.12% |
$7.76K - $8.91K
|
141K
$7.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
165+ 14.19% |
$7.62K - $8.75K
|
1.33K
$68.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
163+ 1.92% |
$7.53K - $8.64K
|
8.64K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 1.21% |
$6.7K - $7.69K
|
12.1K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
145+ 0.77% |
$6.7K - $7.69K
|
18.9K
$980K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
136New |
$6.28K - $7.21K
|
136
$7.05K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
122+ 1.18% |
$5.64K - $6.47K
|
10.5K
$543K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
66+ 0.84% |
$3.05K - $3.5K
|
7.92K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
65+ 21.74% |
$3K - $3.45K
|
364
$18.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$2.77K - $3.18K
|
60
$3.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
49New |
$2.26K - $2.6K
|
49
$2.54K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 164.0% |
$1.89K - $2.17K
|
66
$3.42K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.52K - $1.75K
|
33
$1.71K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25New |
$1.16K - $1.33K
|
25
$1.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
20New |
$924 - $1.06K
|
20
$1.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20+ 0.75% |
$924 - $1.06K
|
2.7K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 3.64% |
$693 - $795
|
427
$22.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14New |
$647 - $742
|
14
$726
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$554 - $636
|
12
$622
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$462 - $530
|
10
$518
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$231 - $265
|
5
$259
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$185 - $212
|
4
$207
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$46.2 - $53
|
4.47K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.05% |
$139 - $159
|
6.04K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 6.6% |
$323 - $371
|
99
$5.13K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$416 - $477
|
33K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-27- 0.14% |
$1.25K - $1.43K
|
19.7K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 21.79% |
$1.8K - $2.07K
|
140
$7.26K
|