Purchases and Sales Made in Q1 2024 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27.3K+ 2752.52% |
$1.08M - $1.2M
|
28.3K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
24.9K+ 33.65% |
$983K - $1.1M
|
98.9K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
22.8KNew |
$900K - $1M
|
22.8K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.3KNew |
$879K - $981K
|
22.3K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.6KNew |
$776K - $865K
|
19.6K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.9K+ 84.47% |
$748K - $834K
|
41.4K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 21.11% |
$708K - $789K
|
103K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
16K+ 4.86% |
$632K - $705K
|
345K
$18.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.3K+ 107.12% |
$605K - $675K
|
29.6K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.2KNew |
$560K - $625K
|
14.2K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14K+ 3.26% |
$552K - $615K
|
443K
$23.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.9KNew |
$547K - $610K
|
13.9K
$739K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
13.4K+ 153.56% |
$528K - $589K
|
22.1K
$1.18M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 1.52% |
$523K - $583K
|
884K
$47.2M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12.8KNew |
$506K - $565K
|
12.8K
$684K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 6.0% |
$503K - $561K
|
225K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.5K+ 19.64% |
$496K - $553K
|
76.4K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
11.8K+ 84.39% |
$467K - $521K
|
25.9K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 2.11% |
$463K - $517K
|
567K
$30.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.4K+ 5.73% |
$451K - $503K
|
211K
$11.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 113.11% |
$444K - $495K
|
21.2K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11K+ 117.13% |
$433K - $483K
|
20.3K
$1.08M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.9K+ 4.91% |
$431K - $481K
|
233K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.7KNew |
$424K - $473K
|
10.7K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 71.52% |
$417K - $465K
|
25.3K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
9.97K+ 5.52% |
$394K - $439K
|
191K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.95K+ 120.4% |
$393K - $438K
|
18.2K
$971K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.82K+ 16.68% |
$388K - $432K
|
68.7K
$3.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.63K+ 3.65% |
$380K - $424K
|
274K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.57K+ 35.86% |
$378K - $422K
|
36.3K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.5K+ 12.69% |
$375K - $419K
|
84.4K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
9.15KNew |
$361K - $403K
|
9.15K
$488K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.65K+ 97.41% |
$342K - $381K
|
17.5K
$935K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.38KNew |
$331K - $369K
|
8.38K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.36K+ 94.68% |
$330K - $368K
|
17.2K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
8.36K+ 9.74% |
$330K - $368K
|
94.2K
$5.02M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.32K+ 33.25% |
$328K - $366K
|
33.3K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
8.08K+ 0.95% |
$319K - $356K
|
862K
$46M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.56K+ 64.12% |
$299K - $333K
|
19.4K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.54K+ 4.97% |
$298K - $332K
|
159K
$8.5M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
7.5K+ 4.43% |
$296K - $330K
|
177K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.44K+ 9.31% |
$294K - $328K
|
87.3K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.36K+ 95.09% |
$291K - $324K
|
15.1K
$805K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.99K+ 0.46% |
$276K - $308K
|
1.52M
$81.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.68K+ 4.88% |
$264K - $294K
|
143K
$7.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.57KNew |
$259K - $289K
|
6.57K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.54K+ 2.79% |
$258K - $288K
|
241K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.45K+ 6.55% |
$255K - $284K
|
105K
$5.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.45K+ 10.09% |
$255K - $284K
|
70.3K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.25K+ 92.82% |
$247K - $275K
|
13K
$692K
|