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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.45M+ 109.46% |
$124M - $135M
|
4.68M
$272M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.76MNew |
$89.2M - $97.1M
|
1.76M
$102M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
841KNew |
$42.7M - $46.4M
|
841K
$48.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
579KNew |
$29.4M - $32M
|
579K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
551K+ 311.69% |
$28M - $30.5M
|
728K
$42.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
422K+ 23.79% |
$21.4M - $23.3M
|
2.2M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 5.81% |
$19.6M - $21.3M
|
7.01M
$408M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264KNew |
$13.4M - $14.6M
|
264K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
228K+ 12.25% |
$11.6M - $12.6M
|
2.09M
$122M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
156K+ 27.3% |
$7.94M - $8.64M
|
730K
$42.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
133K+ 11.42% |
$6.76M - $7.35M
|
1.3M
$75.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
116K+ 542.15% |
$5.88M - $6.39M
|
137K
$7.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
111K+ 12.16% |
$5.65M - $6.15M
|
1.03M
$59.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
106K+ 1.89% |
$5.4M - $5.88M
|
5.74M
$334M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98.1KNew |
$4.98M - $5.42M
|
98.1K
$5.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89K+ 41.35% |
$4.52M - $4.91M
|
304K
$17.7M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
88.9K+ 1421.19% |
$4.51M - $4.91M
|
95.1K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
88.2K+ 100.39% |
$4.48M - $4.87M
|
176K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
85.7K+ 751.51% |
$4.35M - $4.73M
|
97.1K
$5.64M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
85K+ 90.23% |
$4.31M - $4.69M
|
179K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
83.4KNew |
$4.23M - $4.61M
|
83.4K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.6KNew |
$3.99M - $4.34M
|
78.6K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 7.35% |
$3.9M - $4.24M
|
1.12M
$65.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
76.7K+ 149.89% |
$3.89M - $4.24M
|
128K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
74.5K+ 148.41% |
$3.78M - $4.11M
|
125K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
74.2K+ 2.13% |
$3.77M - $4.1M
|
3.56M
$207M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.6K+ 69.23% |
$3.74M - $4.07M
|
180K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.2K+ 83.85% |
$3.72M - $4.04M
|
161K
$9.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
73KNew |
$3.71M - $4.03M
|
73K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
72.7KNew |
$3.69M - $4.02M
|
72.7K
$4.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68.9KNew |
$3.5M - $3.81M
|
68.9K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
65.2K+ 1539.15% |
$3.31M - $3.6M
|
69.4K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
62.7KNew |
$3.18M - $3.46M
|
62.7K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.3K+ 26.93% |
$3.11M - $3.38M
|
289K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
60.9K+ 612.88% |
$3.09M - $3.36M
|
70.8K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
59.1KNew |
$3M - $3.26M
|
59.1K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
59KNew |
$3M - $3.26M
|
59K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.8K+ 6.91% |
$2.98M - $3.25M
|
909K
$52.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.9K+ 11.53% |
$2.94M - $3.2M
|
559K
$32.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
57.7KNew |
$2.93M - $3.19M
|
57.7K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.6KNew |
$2.77M - $3.02M
|
54.6K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51.7KNew |
$2.62M - $2.86M
|
51.7K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
50.4KNew |
$2.56M - $2.78M
|
50.4K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50KNew |
$2.54M - $2.76M
|
50K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48.6KNew |
$2.47M - $2.69M
|
48.6K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.5K+ 51.38% |
$2.46M - $2.68M
|
143K
$8.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
47.3K+ 0.72% |
$2.4M - $2.61M
|
6.6M
$384M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45.7K+ 15.35% |
$2.32M - $2.52M
|
343K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
43.7KNew |
$2.22M - $2.41M
|
43.7K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.1K+ 10.34% |
$2.19M - $2.38M
|
460K
$26.7M
|