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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 0.72% |
$2.91K - $3.18K
|
11.4K
$595K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
81New |
$2.91K - $3.18K
|
81
$4.24K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
70+ 0.26% |
$2.51K - $2.75K
|
27.4K
$1.43M
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
62New |
$2.22K - $2.44K
|
62
$3.25K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
47New |
$1.69K - $1.85K
|
47
$2.46K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43+ 50.0% |
$1.54K - $1.69K
|
129
$6.76K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41New |
$1.47K - $1.61K
|
41
$2.15K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 0.53% |
$1.15K - $1.26K
|
6.02K
$315K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 2.85% |
$1.08K - $1.18K
|
1.08K
$56.7K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$825 - $904
|
23
$1.2K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.25% |
$215 - $236
|
2.4K
$126K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 1.57% |
$71.8 - $78.6
|
125
$6.55K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$789 - $865
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-26- 0.08% |
$933 - $1.02K
|
32K
$1.67M
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-29- 0.01% |
$1.04K - $1.14K
|
312K
$16.3M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 36.36% |
$1.29K - $1.42K
|
63
$3.3K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-44Closed |
$1.58K - $1.73K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50Closed |
$1.79K - $1.97K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-72- 3.84% |
$2.58K - $2.83K
|
1.8K
$94.3K
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-145Closed |
$5.2K - $5.7K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-154- 26.69% |
$5.53K - $6.05K
|
423
$22.2K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-160Closed |
$5.74K - $6.29K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-163- 17.03% |
$5.85K - $6.41K
|
794
$41.6K
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-244- 1.47% |
$8.75K - $9.59K
|
16.4K
$857K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-262- 98.5% |
$9.4K - $10.3K
|
4
$209
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-292- 0.37% |
$10.5K - $11.5K
|
78.7K
$4.12M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-314- 8.21% |
$11.3K - $12.3K
|
3.51K
$184K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-320- 9.58% |
$11.5K - $12.6K
|
3.02K
$158K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-338- 88.71% |
$12.1K - $13.3K
|
43
$2.25K
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-350- 1.56% |
$12.6K - $13.8K
|
22K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-359- 27.36% |
$12.9K - $14.1K
|
953
$49.9K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-370- 6.44% |
$13.3K - $14.5K
|
5.38K
$281K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-453- 22.12% |
$16.3K - $17.8K
|
1.6K
$83.5K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-477- 10.31% |
$17.1K - $18.8K
|
4.15K
$217K
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-562- 0.31% |
$20.2K - $22.1K
|
182K
$9.54M
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-732Closed |
$26.3K - $28.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-838- 49.97% |
$30.1K - $32.9K
|
839
$43.9K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-900- 52.69% |
$32.3K - $35.4K
|
808
$42.3K
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.03K- 5.97% |
$36.8K - $40.3K
|
16.1K
$845K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.06K- 15.58% |
$38.2K - $41.8K
|
5.77K
$302K
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.1K- 13.3% |
$39.4K - $43.2K
|
7.16K
$375K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 1.35% |
$40.1K - $43.9K
|
81.9K
$4.29M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.2K- 1.73% |
$43K - $47.1K
|
68.1K
$3.57M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.25K- 0.77% |
$45K - $49.3K
|
162K
$8.46M
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.36K- 11.41% |
$48.8K - $53.5K
|
10.6K
$553K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.48K- 3.15% |
$53.1K - $58.2K
|
45.6K
$2.39M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 1.48% |
$57.7K - $63.2K
|
107K
$5.61M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.8K- 13.05% |
$64.6K - $70.8K
|
12K
$628K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.24K- 17.54% |
$80.5K - $88.2K
|
10.5K
$552K
|