Purchases and Sales Made in Q2 2022 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.3MNew |
$334M - $366M
|
9.3M
$487M
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.22MNew |
$187M - $205M
|
5.22M
$274M
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
3.31MNew |
$119M - $130M
|
3.31M
$174M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
985KNew |
$35.4M - $38.7M
|
985K
$51.6M
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
962KNew |
$34.5M - $37.8M
|
962K
$50.4M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
618K+ 49.62% |
$22.2M - $24.3M
|
1.86M
$97.6M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
612K+ 17.06% |
$21.9M - $24M
|
4.2M
$220M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
589KNew |
$21.1M - $23.2M
|
589K
$30.9M
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
581KNew |
$20.9M - $22.8M
|
581K
$30.4M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
498KNew |
$17.9M - $19.6M
|
498K
$26.1M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
438KNew |
$15.7M - $17.2M
|
438K
$23M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
381KNew |
$13.7M - $15M
|
381K
$20M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
377K+ 44.52% |
$13.5M - $14.8M
|
1.22M
$64M
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
338KNew |
$12.1M - $13.3M
|
338K
$17.7M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
319K+ 170.48% |
$11.4M - $12.5M
|
506K
$26.5M
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
295KNew |
$10.6M - $11.6M
|
295K
$15.5M
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
242K+ 654.41% |
$8.68M - $9.51M
|
279K
$14.6M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
237KNew |
$8.51M - $9.32M
|
237K
$12.4M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
226KNew |
$8.12M - $8.9M
|
226K
$11.9M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
223K+ 174.63% |
$8.01M - $8.78M
|
351K
$18.4M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
218KNew |
$7.81M - $8.56M
|
218K
$11.4M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
187K+ 24.61% |
$6.71M - $7.35M
|
947K
$49.6M
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
154KNew |
$5.54M - $6.06M
|
154K
$8.08M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 7.44% |
$4.14M - $4.54M
|
1.67M
$87.4M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
110K+ 917.11% |
$3.94M - $4.31M
|
122K
$6.37M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
105K+ 6.7% |
$3.76M - $4.12M
|
1.67M
$87.3M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
94.2KNew |
$3.38M - $3.7M
|
94.2K
$4.93M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
90.7K+ 5.26% |
$3.26M - $3.57M
|
1.82M
$95.1M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.7K+ 14.17% |
$3.25M - $3.56M
|
730K
$38.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.7K+ 9.74% |
$3.22M - $3.52M
|
1.01M
$52.9M
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
89.4KNew |
$3.21M - $3.51M
|
89.4K
$4.68M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
85.9KNew |
$3.08M - $3.37M
|
85.9K
$4.5M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.6K+ 49.67% |
$3.07M - $3.36M
|
258K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.8K+ 8.17% |
$2.97M - $3.26M
|
1.1M
$57.4M
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
67.2KNew |
$2.41M - $2.64M
|
67.2K
$3.52M
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
66.1KNew |
$2.37M - $2.6M
|
66.1K
$3.46M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
65.3K+ 23.83% |
$2.34M - $2.57M
|
339K
$17.8M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
65KNew |
$2.33M - $2.55M
|
65K
$3.4M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
57.9KNew |
$2.08M - $2.28M
|
57.9K
$3.03M
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
53.8KNew |
$1.93M - $2.12M
|
53.8K
$2.82M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
53.6KNew |
$1.92M - $2.11M
|
53.6K
$2.81M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
50.2K+ 903.8% |
$1.8M - $1.97M
|
55.8K
$2.92M
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
47.7KNew |
$1.71M - $1.88M
|
47.7K
$2.5M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
BUY
|
- |
47.5KNew |
$1.7M - $1.87M
|
47.5K
$2.49M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
47.2K+ 83.37% |
$1.7M - $1.86M
|
104K
$5.44M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
46.9KNew |
$1.68M - $1.84M
|
46.9K
$2.46M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.3KNew |
$1.48M - $1.62M
|
41.3K
$2.16M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.5KNew |
$1.42M - $1.55M
|
39.5K
$2.07M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
37.7KNew |
$1.35M - $1.48M
|
37.7K
$1.98M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
36.9KNew |
$1.32M - $1.45M
|
36.9K
$1.93M
|