Purchases and Sales Made in Q4 2024 in World Gold Trust (GLDM)

GLDM Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
288
New
$14.6K - $15.9K
288 $17.6K
Jan 24, 2025 Q4 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
287
New
$14.6K - $15.9K
287 $17.5K
Feb 14, 2025 Q4 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
273
+ 4.51%
$13.9K - $15.1K
6.33K $386K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
257
+ 2.91%
$13K - $14.2K
9.09K $555K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
246
New
$12.5K - $13.6K
246 $15K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
233
New
$11.8K - $12.9K
233 $14.2K
Jan 14, 2025 Q4 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
232
+ 5.37%
$11.8K - $12.8K
4.55K $278K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
232
New
$11.8K - $12.8K
232 $14.2K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
218
+ 155.71%
$11.1K - $12K
358 $21.8K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
216
+ 8.93%
$11K - $11.9K
2.64K $161K
Feb 07, 2025 Q4 2024
Managed Asset Portfolios, LLC

Rochester, MI
BUY
 -
154
+ 0.14%
$7.82K - $8.51K
114K $6.93M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
138
+ 445.16%
$7K - $7.62K
169 $10.3K
Feb 13, 2025 Q4 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
137
+ 5.08%
$6.95K - $7.57K
2.84K $173K
Feb 14, 2025 Q4 2024
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
125
New
$6.35K - $6.9K
125 $7.63K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
98
+ 2.89%
$4.97K - $5.41K
3.49K $213K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
90
New
$4.57K - $4.97K
90 $5.49K
Feb 07, 2025 Q4 2024
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
81
+ 7.38%
$4.11K - $4.47K
1.18K $71.9K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
79
New
$4.01K - $4.36K
79 $4.82K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
75
New
$3.81K - $4.14K
75 $4.58K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
71
+ 45.22%
$3.6K - $3.92K
228 $13.9K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
65
+ 1.47%
$3.3K - $3.59K
4.47K $273K
Feb 05, 2025 Q4 2024
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
46
+ 0.1%
$2.33K - $2.54K
46.5K $2.84M
Feb 14, 2025 Q4 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
34
New
$1.73K - $1.88K
34 $2.08K
Feb 07, 2025 Q4 2024
Hollencrest Capital Management

BUY
 -
30
+ 0.14%
$1.52K - $1.66K
21.9K $1.34M
Jan 28, 2025 Q4 2024
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
30
+ 0.11%
$1.52K - $1.66K
26.4K $1.61M
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
27
+ 0.04%
$1.37K - $1.49K
64.6K $3.94M
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
25
+ 25.0%
$1.27K - $1.38K
125 $7.63K
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
20
+ 12.99%
$1.02K - $1.1K
174 $10.6K
Apr 01, 2025 Q4 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
15
New
$761 - $828
15 $915
Jan 22, 2025 Q4 2024
Deane Retirement Strategies, Inc.

BUY
 -
13
+ 13.83%
$660 - $718
107 $6.53K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12
+ 0.07%
$609 - $663
18K $1.1M
Jan 31, 2025 Q4 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
4
New
$203 - $221
4 $244
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
2
New
$102 - $110
2 $122
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.55%
$102 - $110
366 $22.3K
Feb 13, 2025 Q4 2024
Covestor LTD

Boston, MA
BUY
 -
1
+ 5.26%
$50.8 - $55.2
20 $1.22K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 07, 2025 Q4 2024
Birch Capital Management, LLC

SELL
 -
-1
- 0.02%
$50.8 - $55.2
6.01K $367K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

SELL
 -
-7
- 50.0%
$355 - $387
7 $427
Jan 29, 2025 Q4 2024
International Private Wealth Advisors LLC

San Diego, CA
SELL
 -
-22
- 0.38%
$1.12K - $1.22K
5.82K $355K
Feb 14, 2025 Q4 2024
Betterment LLC

New York, NY
SELL
 -
-31
- 0.27%
$1.57K - $1.71K
11.5K $702K
Feb 11, 2025 Q4 2024
Whittier Trust CO

SELL
 -
-35
- 25.74%
$1.78K - $1.93K
101 $6.16K
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
SELL
 -
-35
- 0.23%
$1.78K - $1.93K
14.9K $909K
Jan 23, 2025 Q4 2024
Hartford Financial Management Inc.

SELL
 -
-36
- 2.41%
$1.83K - $1.99K
1.46K $89K
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
SELL
 -
-39
- 0.99%
$1.98K - $2.15K
3.92K $239K
Feb 14, 2025 Q4 2024
Coco Enterprises, LLC

Whitefish, MT
SELL
 -
-42
- 0.02%
$2.13K - $2.32K
238K $14.5M
Feb 10, 2025 Q4 2024
First National Trust CO

SELL
 -
-52
- 1.23%
$2.64K - $2.87K
4.19K $256K
Jan 29, 2025 Q4 2024
Oceanside Advisors LLC

Mount Pleasant, SC
SELL
 -
-73
- 0.92%
$3.71K - $4.03K
7.85K $479K
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-77
- 1.93%
$3.91K - $4.25K
3.92K $239K
Jan 21, 2025 Q4 2024
Exchange Traded Concepts, LLC

SELL
 -
-77
- 2.46%
$3.91K - $4.25K
3.05K $186K

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