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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.89K+ 50.49% |
$176K - $192K
|
14.6K
$764K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.24KNew |
$152K - $167K
|
4.24K
$222K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.18K+ 84.62% |
$150K - $164K
|
9.12K
$478K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.01K+ 4.88% |
$144K - $158K
|
86.1K
$4.51M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
3.99K+ 0.73% |
$143K - $157K
|
547K
$28.7M
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
3.93K+ 3.74% |
$141K - $154K
|
109K
$5.7M
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 13.85% |
$130K - $143K
|
29.8K
$1.56M
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
3.62K+ 2.95% |
$130K - $142K
|
126K
$6.62M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.44K+ 22.98% |
$124K - $135K
|
18.4K
$965K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.34K+ 4.83% |
$120K - $131K
|
72.4K
$3.79M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.28KNew |
$118K - $129K
|
3.28K
$172K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.28K+ 5.16% |
$118K - $129K
|
66.9K
$3.5M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$110K - $121K
|
3.07K
$161K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.91K+ 0.58% |
$105K - $115K
|
501K
$26.2M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.55K+ 5.63% |
$91.6K - $100K
|
47.9K
$2.51M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.54K+ 3.62% |
$91.2K - $99.9K
|
72.6K
$3.8M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.53K+ 7.04% |
$90.7K - $99.4K
|
38.4K
$2.01M
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.34KNew |
$84K - $92K
|
2.34K
$123K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.07K+ 0.69% |
$74.1K - $81.2K
|
301K
$15.8M
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.05K+ 13.56% |
$73.4K - $80.4K
|
17.1K
$897K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 33.09% |
$66.8K - $73.2K
|
7.49K
$392K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.79K+ 5.6% |
$64.3K - $70.4K
|
33.8K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.78K+ 6.96% |
$63.7K - $69.8K
|
27.3K
$1.43M
|
|
Jul 26, 2022
Q2 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.75K+ 0.2% |
$62.7K - $68.7K
|
868K
$45.4M
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.64K+ 2.6% |
$59K - $64.6K
|
64.9K
$3.4M
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.37KNew |
$49.2K - $53.9K
|
1.37K
$71.7K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 5.51% |
$43.8K - $48K
|
23.4K
$1.22M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 3.53% |
$39.8K - $43.6K
|
32.6K
$1.71M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1K+ 4545.45% |
$35.9K - $39.3K
|
1.02K
$53.5K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
951+ 15.04% |
$34.1K - $37.4K
|
7.28K
$381K
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
884+ 0.33% |
$31.7K - $34.8K
|
272K
$14.3M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
837New |
$30K - $32.9K
|
837
$43.8K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
807+ 0.58% |
$29K - $31.7K
|
140K
$7.32M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
726New |
$26K - $28.5K
|
726
$38K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
697New |
$25K - $27.4K
|
697
$36.5K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
522New |
$18.7K - $20.5K
|
522
$27.3K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
511+ 6.12% |
$18.3K - $20.1K
|
8.86K
$464K
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
466+ 3.06% |
$16.7K - $18.3K
|
15.7K
$822K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
374+ 0.37% |
$13.4K - $14.7K
|
102K
$5.36M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$12K - $13.2K
|
335
$17.5K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
305New |
$10.9K - $12K
|
305
$16K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
271+ 20.19% |
$9.72K - $10.7K
|
1.61K
$84.5K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
238New |
$8.54K - $9.36K
|
238
$12.5K
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
205+ 0.05% |
$7.36K - $8.06K
|
393K
$20.6M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
189+ 4.97% |
$6.78K - $7.43K
|
3.99K
$209K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
189New |
$6.78K - $7.43K
|
189
$9.9K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
177+ 1.26% |
$6.35K - $6.96K
|
14.3K
$747K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$6.24K - $6.84K
|
174
$9.11K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91+ 1.55% |
$3.27K - $3.58K
|
5.97K
$313K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
82New |
$2.94K - $3.22K
|
82
$4.29K
|