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 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-44- 0.02% |
$2.03K - $2.33K
|
242K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-48- 3.11% |
$2.22K - $2.54K
|
1.5K
$77.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-55- 1.15% |
$2.54K - $2.92K
|
4.72K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-55- 1.15% |
$2.54K - $2.92K
|
4.72K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-64- 16.24% |
$2.96K - $3.39K
|
330
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-82- 4.61% |
$3.79K - $4.35K
|
1.7K
$87.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.07% |
$3.93K - $4.51K
|
7.86K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-86- 0.11% |
$3.97K - $4.56K
|
75.4K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-92- 0.35% |
$4.25K - $4.88K
|
25.9K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-100- 56.82% |
$4.62K - $5.3K
|
76
$3.94K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-114- 0.75% |
$5.27K - $6.04K
|
15K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-127- 2.73% |
$5.87K - $6.73K
|
4.53K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-148- 2.27% |
$6.84K - $7.85K
|
6.36K
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-156- 6.06% |
$7.21K - $8.27K
|
2.42K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-159- 0.26% |
$7.35K - $8.43K
|
61.2K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-161- 0.84% |
$7.44K - $8.53K
|
19K
$986K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-232- 0.25% |
$10.7K - $12.3K
|
92.5K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-239- 2.03% |
$11K - $12.7K
|
11.5K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-242- 5.57% |
$11.2K - $12.8K
|
4.1K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.45% |
$11.3K - $13K
|
9.76K
$506K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-254- 0.52% |
$11.7K - $13.5K
|
48.4K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-258- 0.23% |
$11.9K - $13.7K
|
113K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259- 0.71% |
$12K - $13.7K
|
36.1K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-291- 2.27% |
$13.4K - $15.4K
|
12.5K
$648K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-370- 4.74% |
$17.1K - $19.6K
|
7.44K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-468- 10.48% |
$21.6K - $24.8K
|
4K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-490- 4.1% |
$22.6K - $26K
|
11.5K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-497- 3.31% |
$23K - $26.3K
|
14.5K
$752K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 8.39% |
$23.1K - $26.5K
|
5.46K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-501- 1.35% |
$23.1K - $26.6K
|
36.5K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-529- 0.54% |
$24.4K - $28K
|
96.8K
$5.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-598- 3.46% |
$27.6K - $31.7K
|
16.7K
$864K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-614- 10.08% |
$28.4K - $32.5K
|
5.48K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-719- 4.71% |
$33.2K - $38.1K
|
14.5K
$754K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-725- 11.22% |
$33.5K - $38.4K
|
5.73K
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-732- 1.24% |
$33.8K - $38.8K
|
58.4K
$3.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-767- 3.96% |
$35.4K - $40.7K
|
18.6K
$965K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-857- 38.17% |
$39.6K - $45.4K
|
1.39K
$72K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-890- 2.12% |
$41.1K - $47.2K
|
41.1K
$2.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-934- 3.26% |
$43.2K - $49.5K
|
27.8K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-968- 14.73% |
$44.7K - $51.3K
|
5.6K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 0.94% |
$47.7K - $54.7K
|
108K
$5.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.05K- 1.91% |
$48.5K - $55.7K
|
54K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.08K- 0.07% |
$49.7K - $57K
|
1.63M
$84.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.11K- 0.35% |
$51.3K - $58.8K
|
315K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.39K- 3.88% |
$64K - $73.5K
|
34.4K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.45K- 1.21% |
$66.8K - $76.6K
|
118K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 1.41% |
$69.8K - $80K
|
105K
$5.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.56K- 5.42% |
$72.2K - $82.9K
|
27.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.57K- 5.76% |
$72.3K - $83K
|
25.6K
$1.33M
|