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 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.47K- 0.84% |
$88.4K - $96.9K
|
291K
$15.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.65K- 4.67% |
$94.9K - $104K
|
54.1K
$2.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.72K- 2.75% |
$97.5K - $107K
|
96.1K
$5.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.78K- 0.34% |
$136K - $149K
|
1.11M
$57.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$198K - $217K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.75K- 29.11% |
$206K - $226K
|
14K
$734K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.85KClosed |
$210K - $230K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.13K- 10.73% |
$220K - $241K
|
51K
$2.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.22K- 5.98% |
$223K - $245K
|
97.8K
$5.12M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.34KClosed |
$227K - $249K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.36KClosed |
$228K - $250K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-6.45K- 1.07% |
$231K - $254K
|
596K
$31.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.85K- 2.52% |
$246K - $269K
|
264K
$13.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-7.18KClosed |
$257K - $282K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.04K- 4.66% |
$288K - $316K
|
165K
$8.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-8.89K- 8.97% |
$319K - $350K
|
90.2K
$4.72M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.93KClosed |
$320K - $351K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9.2K- 14.96% |
$330K - $362K
|
52.3K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.42KClosed |
$338K - $370K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9.7K- 2.77% |
$348K - $381K
|
341K
$17.8M
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.85KClosed |
$354K - $387K
|
0
$0
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.3K- 31.4% |
$369K - $404K
|
22.5K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.3K- 31.4% |
$369K - $404K
|
22.5K
$1.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
SELL
|
- |
-11.3K- 33.47% |
$407K - $446K
|
22.5K
$1.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13K- 66.78% |
$468K - $512K
|
6.48K
$340K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14.2KClosed |
$510K - $559K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.4KClosed |
$516K - $565K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.8K- 61.34% |
$530K - $581K
|
9.31K
$488K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.9KClosed |
$536K - $588K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-15K- 13.95% |
$538K - $590K
|
92.5K
$4.85M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-16.4K- 12.76% |
$590K - $646K
|
112K
$5.89M
|
|
|
Nov 08, 2022
Q2 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-16.9K- 0.29% |
$605K - $663K
|
5.73M
$300M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17K- 3.1% |
$609K - $667K
|
530K
$27.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-18.5K- 18.08% |
$663K - $727K
|
83.7K
$4.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-20.3KClosed |
$730K - $799K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24K- 21.03% |
$860K - $942K
|
90K
$4.72M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.7KClosed |
$960K - $1.05M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-26.8K- 2.71% |
$962K - $1.05M
|
962K
$50.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5K- 43.13% |
$1.02M - $1.12M
|
37.6K
$1.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-35.5KClosed |
$1.27M - $1.39M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-37.8K- 51.87% |
$1.36M - $1.48M
|
35K
$1.84M
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-38K- 44.71% |
$1.36M - $1.49M
|
47K
$2.46M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-40.7KClosed |
$1.46M - $1.6M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-43.1K- 86.55% |
$1.55M - $1.7M
|
6.71K
$351K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-47.2K- 16.99% |
$1.7M - $1.86M
|
231K
$12.1M
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-49.1K- 41.64% |
$1.76M - $1.93M
|
68.8K
$3.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-53.4K- 18.18% |
$1.92M - $2.1M
|
240K
$12.6M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55K- 1.85% |
$1.97M - $2.16M
|
2.92M
$153M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55K- 1.85% |
$1.97M - $2.16M
|
2.92M
$153M
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-87.7KClosed |
$3.15M - $3.45M
|
0
$0
|