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Perth Mint Physical Gold ETF

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wellspring Financial Advisors, LLC
INCREASED
Shares1,400,387 from 1,239,435
Change+160,952 (+13%)
Value$32.2M (+$5.0M)
Filed 2024-08-12
Essex Financial Services, Inc.
CLOSED
Shares0 from 67,628
Change-67,628 (-100%)
Value$0 (-$1.5M)
Filed 2024-08-09
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 31,514
Change-31,514 (-100%)
Value$0 (-$714.6K)
Filed 2024-08-13
Advisory Services Network, LLC
CLOSED
Shares0 from 14,971
Change-14,971 (-100%)
Value$0 (-$329.2K)
Filed 2024-08-13
Vigilare Wealth Management
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$296.9K)
Filed 2024-07-15
VitalStone Financial, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$22)
Filed 2024-08-07
Status
Wellspring Financial Advisors, LLC
INCREASED1,400,3871,239,435+160,952+13%$27.3M$32.2M+$5.0M2024-08-12
Essex Financial Services, Inc.
CLOSED067,628-67,628-100%$1.5M$0-$1.5M2024-08-09
EverSource Wealth Advisors, LLC
CLOSED031,514-31,514-100%$714.6K$0-$714.6K2024-08-13
Advisory Services Network, LLC
CLOSED014,971-14,971-100%$329.2K$0-$329.2K2024-08-13
Vigilare Wealth Management
CLOSED013,500-13,500-100%$296.9K$0-$296.9K2024-07-15
VitalStone Financial, LLC
CLOSED01,000-1,000-100%$22$0-$222024-08-07
Showing 6 of 6 institutions