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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
357+ 0.48% |
$12.8K - $14.2K
|
75.5K
$4.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$12K - $13.3K
|
335
$17.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
304+ 8.17% |
$10.9K - $12.1K
|
4.03K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
295+ 1340.91% |
$10.6K - $11.7K
|
317
$16.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
200+ 10.8% |
$7.19K - $7.93K
|
2.05K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 14.3% |
$7.19K - $7.93K
|
1.6K
$85.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
197+ 0.25% |
$7.08K - $7.81K
|
79.9K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
194+ 1.8% |
$6.97K - $7.69K
|
10.9K
$584K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
164+ 16.48% |
$5.9K - $6.5K
|
1.16K
$61.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
161+ 0.28% |
$5.79K - $6.39K
|
57.6K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
146+ 1.82% |
$5.25K - $5.79K
|
8.19K
$437K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
135New |
$4.85K - $5.35K
|
135
$7.2K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
135New |
$4.85K - $5.35K
|
135
$7.2K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
135New |
$4.85K - $5.35K
|
135
$7.2K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
113New |
$4.06K - $4.48K
|
113
$6.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$3.6K - $3.97K
|
100
$5.33K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
98+ 1.6% |
$3.52K - $3.89K
|
6.21K
$331K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
89New |
$3.2K - $3.53K
|
89
$4.75K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
83New |
$2.98K - $3.29K
|
83
$4.43K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
72+ 0.73% |
$2.59K - $2.86K
|
9.95K
$531K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 41.09% |
$1.91K - $2.1K
|
182
$9.71K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
51New |
$1.83K - $2.02K
|
51
$2.72K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
49+ 3.57% |
$1.76K - $1.94K
|
1.42K
$75.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 93.48% |
$1.55K - $1.71K
|
89
$4.75K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40New |
$1.44K - $1.59K
|
40
$2.13K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
27New |
$971 - $1.07K
|
27
$1.44K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
18+ 0.27% |
$647 - $714
|
6.6K
$352K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.25% |
$431 - $476
|
4.73K
$252K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.23% |
$216 - $238
|
2.56K
$137K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.1% |
$36 - $39.7
|
1.02K
$54.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 25.0% |
$71.9 - $79.3
|
6
$320
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29- 22.66% |
$1.04K - $1.15K
|
99
$5.28K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 64.52% |
$2.16K - $2.38K
|
33
$1.76K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-120- 5.52% |
$4.31K - $4.76K
|
2.05K
$110K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-127- 29.2% |
$4.57K - $5.04K
|
308
$16.4K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-151- 0.22% |
$5.43K - $5.99K
|
69.6K
$3.71M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-151- 2.47% |
$5.43K - $5.99K
|
5.96K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-215- 3.51% |
$7.73K - $8.53K
|
5.91K
$315K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-262- 4.13% |
$9.42K - $10.4K
|
6.09K
$325K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-271- 69.31% |
$9.74K - $10.7K
|
120
$6.4K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-275- 0.42% |
$9.89K - $10.9K
|
65.6K
$3.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-319- 4.49% |
$11.5K - $12.7K
|
6.79K
$362K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-325- 0.61% |
$11.7K - $12.9K
|
52.5K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-329- 7.84% |
$11.8K - $13K
|
3.87K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-347- 18.74% |
$12.5K - $13.8K
|
1.51K
$80.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-440- 63.04% |
$15.8K - $17.5K
|
258
$13.8K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-481- 4.08% |
$17.3K - $19.1K
|
11.3K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-501- 2.17% |
$18K - $19.9K
|
22.6K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 2.41% |
$21.6K - $23.8K
|
24.2K
$1.29M
|