Purchases and Sales Made in Q1 2023 in World Gold Trust (GLDM)

This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 2023. 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
May 04, 2023 Q1 2023	Joseph Group Capital Management Columbus, OH	BUY	-	5.74K + 1.62%	$206K - $228K	360K $18.9M
Apr 10, 2023 Q1 2023	Mosaic Family Wealth Partners, LLC St. Louis, MO	BUY	-	5.71K New	$205K - $227K	5.71K $299K
Apr 18, 2023 Q1 2023	Ifp Advisors, Inc	BUY	-	5.45K + 36.98%	$196K - $216K	20.2K $1.06M
Apr 25, 2023 Q1 2023	Lodestar Private Asset Management LLC Alamo, CA	BUY	-	5.32K + 9.42%	$191K - $211K	61.8K $3.24M
May 03, 2023 Q1 2023	Hamilton Capital, LLC Columbus, OH	BUY	-	5.3K New	$190K - $210K	5.3K $277K
May 12, 2023 Q1 2023	La Salle St. Investment Advisors, LLC Elmhurst, IL	BUY	-	5.22K New	$188K - $207K	5.22K $273K
Aug 09, 2023 Q1 2023	Myecfo, LLC La Jolla, CA	BUY	-	5.12K New	$184K - $203K	5.12K $268K
Apr 05, 2023 Q1 2023	Quent Capital, LLC	BUY	-	4.66K + 11.05%	$168K - $185K	46.9K $2.45M
May 02, 2023 Q1 2023	Flynn Zito Capital Management, LLC	BUY	-	4.63K + 4.72%	$166K - $184K	103K $5.38M
Apr 07, 2023 Q1 2023	Inspirion Wealth Advisors, LLC	BUY	-	4.35K + 4.98%	$156K - $172K	91.5K $4.79M
May 04, 2023 Q1 2023	Accretive Wealth Partners, LLC Parsippany, NJ	BUY	-	3.5K + 3.61%	$126K - $139K	100K $5.26M
Apr 20, 2023 Q1 2023	Leading Edge Financial Planning LLC Knoxville, TN	BUY	-	3.45K + 19.7%	$124K - $137K	21K $1.1M
Apr 20, 2023 Q1 2023	Walkner Condon Financial Advisors LLC	BUY	-	3.39K + 8.03%	$122K - $134K	45.5K $2.38M
May 11, 2023 Q1 2023	Tokio Marine Asset Management CO LTD Tokyo, M0	BUY	-	3.2K + 4.38%	$115K - $127K	76.2K $3.99M
May 10, 2023 Q1 2023	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	3.04K + 3.75%	$109K - $121K	84.3K $4.41M
Apr 12, 2023 Q1 2023	Matrix Trust CO	BUY	-	3.02K New	$108K - $120K	3.02K $158K
May 12, 2023 Q1 2023	Richard Bernstein Advisors LLC	BUY	-	2.71K + 7.04%	$97.3K - $107K	41.1K $2.15M
Apr 21, 2023 Q1 2023	Harbor Investment Advisory, LLC	BUY	-	2.66K + 1.96%	$95.6K - $105K	139K $7.26M
Apr 27, 2023 Q1 2023	Sentinel Pension Advisors Inc Wakefield, MA	BUY	-	2.5K + 4.01%	$89.9K - $99.2K	64.9K $3.4M
Apr 18, 2023 Q1 2023	Hudson Capital Management LLC	BUY	-	2.43K + 1.82%	$87.4K - $96.4K	136K $7.14M
May 08, 2023 Q1 2023	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	2.37K New	$85.1K - $93.9K	2.37K $124K
Apr 28, 2023 Q1 2023	West End Advisors, LLC	BUY	-	2.12K + 40.08%	$76.2K - $84.1K	7.41K $388K
May 05, 2023 Q1 2023	Bank Of Marin Novato, CA	BUY	-	1.95K + 18.06%	$70.1K - $77.3K	12.7K $668K
May 15, 2023 Q1 2023	Cetera Advisors LLC Denver, CO	BUY	-	1.89K + 14.51%	$67.8K - $74.8K	14.9K $779K
May 15, 2023 Q1 2023	Coco Enterprises, LLC Whitefish, MT	BUY	-	1.8K + 0.69%	$64.8K - $71.5K	264K $13.8M
Apr 20, 2023 Q1 2023	Miracle Mile Advisors, LLC	BUY	-	1.77K + 0.14%	$63.7K - $70.2K	1.25M $65.3M
May 15, 2023 Q1 2023	Creative Planning Overland Park, KS	BUY	-	1.66K + 5.71%	$59.7K - $65.9K	30.8K $1.61M
May 09, 2023 Q1 2023	Grey Fox Wealth Advisors, LLC Rockland, DE	BUY	-	1.53K New	$54.9K - $60.6K	1.53K $80K
Apr 20, 2023 Q1 2023	Cabot Wealth Management Inc	BUY	-	1.51K + 2.34%	$54.4K - $60K	66.2K $3.47M
Apr 17, 2023 Q1 2023	Derbend Asset Management	BUY	-	1.5K + 20.87%	$53.9K - $59.5K	8.69K $455K
May 12, 2023 Q1 2023	Nottingham Advisors, Inc. Amherst, NY	BUY	-	1.42K + 0.42%	$51.1K - $56.4K	339K $17.7M
May 15, 2023 Q1 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	1.33K + 3.31%	$47.9K - $52.8K	41.6K $2.18M
Apr 24, 2023 Q1 2023	Merit Financial Group, LLC	BUY	-	1.3K + 3.96%	$46.7K - $51.6K	34.1K $1.79M
May 08, 2023 Q1 2023	Global Wealth Management Investment Advisory, Inc. Fort Lauderdale, FL	BUY	-	1.23K + 4.8%	$44.2K - $48.8K	26.9K $1.41M
May 15, 2023 Q1 2023	Wealth Advisory Solutions, LLC	BUY	-	1.2K + 0.84%	$43.2K - $47.7K	144K $7.53M
Apr 19, 2023 Q1 2023	Central Trust CO Jefferson City, MO	BUY	-	884 + 6.29%	$31.8K - $35.1K	14.9K $782K
Apr 13, 2023 Q1 2023	Burt Wealth Advisors	BUY	-	819 + 0.14%	$29.4K - $32.5K	572K $29.9M
May 10, 2023 Q1 2023	Bell Investment Advisors, Inc Oakland, CA	BUY	-	785 New	$28.2K - $31.1K	785 $41.1K
May 12, 2023 Q1 2023	Retirement Group, LLC	BUY	-	735 New	$26.4K - $29.2K	735 $38.5K
Apr 21, 2023 Q1 2023	Time Scale Financial, Inc.	BUY	-	655 New	$23.5K - $26K	655 $34.3K
Apr 28, 2023 Q1 2023	Avantax Advisory Services, Inc.	BUY	-	576 + 0.62%	$20.7K - $22.8K	93.1K $4.88M
May 05, 2023 Q1 2023	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	565 + 4.99%	$20.3K - $22.4K	11.9K $623K
May 12, 2023 Q1 2023	Hbc Financial Services, Pllc	BUY	-	511 New	$18.4K - $20.3K	511 $26.8K
May 10, 2023 Q1 2023	Bessemer Group Inc Woodbridge, NJ	BUY	-	500 + 135.5%	$18K - $19.8K	869 $45.5K
May 11, 2023 Q1 2023	Cibc Private Wealth Group, LLC	BUY	-	467 + 2.09%	$16.8K - $18.5K	22.8K $1.2M
May 05, 2023 Q1 2023	Global Retirement Partners, LLC	BUY	-	433 + 59.4%	$15.6K - $17.2K	1.16K $60.9K
Nov 21, 2023 Q1 2023	Cibc Private Wealth Group, LLC	BUY	-	420 + 1.87%	$15.1K - $16.7K	22.8K $1.2M
Apr 10, 2023 Q1 2023	Brown Miller Wealth Management, LLC	BUY	-	397 + 4.05%	$14.3K - $15.7K	10.2K $534K
May 05, 2023 Q1 2023	Capital Analysts, LLC Fort Washington, PA	BUY	-	382 + 5.06%	$13.7K - $15.2K	7.94K $416K
May 11, 2023 Q1 2023	Kendall Capital Management	BUY	-	380 + 1.68%	$13.7K - $15.1K	22.9K $1.2M

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Account

Purchases and Sales Made in Q1 2023 in World Gold Trust (GLDM)

5.74K

5.71K

5.45K

5.32K

5.3K

5.22K

5.12K

4.66K

4.63K

4.35K

3.5K

3.45K

3.39K

3.2K

3.04K

3.02K

2.71K

2.66K

2.5K

2.43K

2.37K

2.12K

1.95K

1.89K

1.8K

1.77K

1.66K

1.53K

1.51K

1.5K

1.42K

1.33K

1.3K

1.23K

1.2K

884

819

785

735

655

576

565

511

500

467

433

420

397

382

380

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