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 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.67K- 2.73% |
$77.1K - $88.4K
|
59.4K
$3.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.73K- 8.77% |
$80.1K - $91.9K
|
18K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.74K- 0.78% |
$80.5K - $92.3K
|
221K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.77K- 23.25% |
$81.9K - $93.9K
|
5.85K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.8K- 2.38% |
$83.2K - $95.5K
|
73.9K
$3.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 2.43% |
$86.6K - $99.3K
|
75.4K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.88K- 1.7% |
$86.9K - $99.7K
|
109K
$5.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.92K- 7.05% |
$88.8K - $102K
|
25.3K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.93K- 12.21% |
$89.3K - $102K
|
13.9K
$721K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.96K- 3.75% |
$90.6K - $104K
|
50.3K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.05K- 9.81% |
$94.8K - $109K
|
18.9K
$979K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.09K- 18.28% |
$96.6K - $111K
|
9.35K
$485K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.09K- 2.47% |
$96.7K - $111K
|
82.5K
$4.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.27K- 0.41% |
$105K - $120K
|
554K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 5.63% |
$123K - $141K
|
44.5K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.71K- 1.72% |
$125K - $144K
|
155K
$8.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.8K- 2.64% |
$129K - $148K
|
103K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.83K- 14.42% |
$131K - $150K
|
16.8K
$871K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 4.26% |
$133K - $152K
|
64.5K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.9K- 33.2% |
$134K - $154K
|
5.84K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.13K- 16.57% |
$145K - $166K
|
15.8K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.34K- 3.82% |
$154K - $177K
|
84.1K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.58K- 5.72% |
$166K - $190K
|
59.1K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.74K- 0.41% |
$173K - $198K
|
901K
$46.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.04K- 3.77% |
$186K - $214K
|
103K
$5.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.1K- 2.97% |
$190K - $218K
|
134K
$6.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.35K- 22.74% |
$201K - $230K
|
14.8K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.74K- 8.54% |
$219K - $251K
|
50.8K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.85K- 20.28% |
$224K - $257K
|
19.1K
$988K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.08K- 3.42% |
$235K - $269K
|
143K
$7.43M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.15K- 2.8% |
$238K - $273K
|
178K
$9.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 28.94% |
$296K - $340K
|
15.8K
$817K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-6.46K- 3.8% |
$299K - $343K
|
164K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 5.2% |
$307K - $352K
|
121K
$6.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.34K- 50.5% |
$339K - $389K
|
7.19K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.4K- 24.26% |
$342K - $392K
|
23.1K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9.14K- 6.53% |
$422K - $484K
|
131K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11K- 15.54% |
$509K - $585K
|
59.9K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 1.32% |
$647K - $742K
|
1.04M
$54.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14.7K- 2.95% |
$681K - $781K
|
484K
$25.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-15.2K- 2.93% |
$702K - $806K
|
503K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.6K- 23.41% |
$722K - $829K
|
51.2K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15.9K- 4.47% |
$734K - $842K
|
340K
$17.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18.8K- 5.06% |
$868K - $996K
|
352K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-19.7K- 46.26% |
$908K - $1.04M
|
22.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20.8K- 14.9% |
$960K - $1.1M
|
119K
$6.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21.5K- 64.8% |
$993K - $1.14M
|
11.7K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-23.6K- 1.58% |
$1.09M - $1.25M
|
1.47M
$76.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.4K- 7.96% |
$1.17M - $1.34M
|
293K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25.8K- 2.86% |
$1.19M - $1.37M
|
874K
$45.3M
|