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 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-92.2K- 1.45% |
$3.64M - $4.06M
|
6.26M
$334M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-117K- 92.31% |
$4.63M - $5.17M
|
9.78K
$521K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-122K- 32.59% |
$4.82M - $5.38M
|
253K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 91.09% |
$5.41M - $6.04M
|
13.4K
$714K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-164K- 92.43% |
$6.46M - $7.2M
|
13.4K
$714K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-172K- 5.17% |
$6.78M - $7.57M
|
3.15M
$168M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-276K- 28.06% |
$10.9M - $12.2M
|
707K
$37.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-397K- 6.33% |
$15.7M - $17.5M
|
5.88M
$314M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-397K- 6.33% |
$15.7M - $17.5M
|
5.88M
$314M
|
|
|
May 15, 2024
Q1 2024
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-433K- 78.57% |
$17.1M - $19.1M
|
118K
$6.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-466K- 7.33% |
$18.4M - $20.5M
|
5.88M
$314M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-695K- 92.14% |
$27.4M - $30.6M
|
59.2K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.17M- 41.29% |
$46.2M - $51.5M
|
1.66M
$88.7M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.9M- 98.1% |
$114M - $128M
|
56.1K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.06M- 97.64% |
$121M - $135M
|
73.9K
$3.94M
|