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 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-26.9K- 17.26% |
$1.24M - $1.43M
|
129K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-29.7K- 19.52% |
$1.37M - $1.57M
|
122K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-32.8K- 48.05% |
$1.51M - $1.74M
|
35.4K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-37.1K- 4.67% |
$1.71M - $1.96M
|
757K
$39.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.3K- 19.66% |
$2M - $2.29M
|
177K
$9.17M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.9K- 4.59% |
$2.08M - $2.38M
|
934K
$48.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-45.4K- 13.19% |
$2.1M - $2.4M
|
299K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46.1K- 26.82% |
$2.13M - $2.44M
|
126K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-48.8K- 19.93% |
$2.25M - $2.59M
|
196K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.6K- 7.3% |
$2.94M - $3.37M
|
807K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.8K- 77.0% |
$4.1M - $4.71M
|
26.5K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-89.8K- 88.73% |
$4.15M - $4.76M
|
11.4K
$591K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-91.5K- 93.61% |
$4.23M - $4.85M
|
6.25K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-107K- 60.38% |
$4.96M - $5.69M
|
70.4K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-215K- 10.36% |
$9.95M - $11.4M
|
1.86M
$96.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-233K- 35.9% |
$10.8M - $12.4M
|
417K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-252K- 18.01% |
$11.6M - $13.3M
|
1.15M
$59.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365K- 54.96% |
$16.9M - $19.4M
|
299K
$15.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413K- 57.89% |
$19.1M - $21.9M
|
300K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13M- 33.63% |
$52.3M - $60.1M
|
2.24M
$116M
|