Purchases and Sales Made in Q4 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.65K+ 11.75% |
$185K - $202K
|
34.7K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 1.58% |
$185K - $202K
|
234K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 3.68% |
$173K - $188K
|
95.9K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.37K+ 31.96% |
$171K - $186K
|
13.9K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 3.37% |
$168K - $183K
|
102K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.98K+ 18.56% |
$151K - $164K
|
19K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.91K+ 27.5% |
$148K - $161K
|
13.5K
$766K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.87K+ 16.55% |
$145K - $158K
|
20.2K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.86K+ 6.12% |
$145K - $158K
|
49.6K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.69K+ 6.52% |
$136K - $148K
|
43.9K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.52K+ 47.98% |
$128K - $139K
|
7.77K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.5K+ 2.58% |
$127K - $138K
|
99.3K
$5.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.26K+ 1.73% |
$115K - $125K
|
133K
$7.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.17K+ 4.3% |
$110K - $120K
|
52.5K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.08K+ 3.56% |
$106K - $115K
|
60.5K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.04KNew |
$104K - $113K
|
2.04K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 468.62% |
$102K - $111K
|
2.43K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.94K+ 0.87% |
$98.3K - $107K
|
223K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.84K+ 12.1% |
$93.4K - $102K
|
17K
$966K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.79K+ 20.22% |
$91K - $99K
|
10.7K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.72KNew |
$87.4K - $95.1K
|
1.72K
$97.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.58K+ 9.09% |
$80.3K - $87.4K
|
19K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.44K+ 1.4% |
$73.3K - $79.8K
|
104K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$68.5K - $74.6K
|
1.35K
$76.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.27K+ 8.63% |
$64.7K - $70.4K
|
16K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.39% |
$59.6K - $64.9K
|
86K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.14K+ 4.18% |
$57.8K - $62.9K
|
28.4K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.85% |
$54.2K - $58.9K
|
127K
$7.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.04K+ 7.49% |
$52.8K - $57.5K
|
14.9K
$847K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 1.85% |
$50.8K - $55.2K
|
55K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
881+ 1.43% |
$44.7K - $48.7K
|
62.5K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
872+ 6.37% |
$44.3K - $48.2K
|
14.6K
$825K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
835New |
$42.4K - $46.1K
|
835
$47.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
802+ 2.52% |
$40.7K - $44.3K
|
32.6K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
763+ 1.04% |
$38.7K - $42.1K
|
74.1K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
656+ 0.6% |
$33.3K - $36.2K
|
109K
$6.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
580+ 43.67% |
$29.4K - $32K
|
1.91K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575+ 7.99% |
$29.2K - $31.8K
|
7.77K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
526+ 5.51% |
$26.7K - $29.1K
|
10.1K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
464+ 0.78% |
$23.6K - $25.6K
|
59.8K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
414+ 5.57% |
$21K - $22.9K
|
7.84K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
349+ 0.26% |
$17.7K - $19.3K
|
134K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287New |
$14.6K - $15.9K
|
287
$16.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
246New |
$12.5K - $13.6K
|
246
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
233New |
$11.8K - $12.9K
|
233
$13.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
232+ 5.37% |
$11.8K - $12.8K
|
4.55K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
216+ 8.93% |
$11K - $11.9K
|
2.64K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
154+ 0.14% |
$7.82K - $8.51K
|
114K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
138+ 445.16% |
$7K - $7.62K
|
169
$9.58K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 2.89% |
$4.97K - $5.41K
|
3.49K
$198K
|