Purchases and Sales Made in Q2 2023 in World Gold Trust (GLDM)

GLDM Quotes by TradingView

This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q2 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
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
5.82M
New
$220M - $237M
5.82M $305M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
3.47M
New
$131M - $141M
3.47M $182M
Aug 14, 2023 Q2 2023
Balentine LLC

Atlanta, GA
BUY
 -
1.21M
+ 76.72%
$45.8M - $49.2M
2.79M $146M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
1.12M
+ 56.47%
$42.4M - $45.6M
3.1M $163M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.04M
New
$39.4M - $42.3M
1.04M $54.4M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
637K
+ 13.22%
$24.1M - $25.9M
5.46M $286M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
636K
+ 50.09%
$24.1M - $25.9M
1.91M $99.8M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
635K
+ 35.29%
$24M - $25.8M
2.43M $127M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
539K
+ 47.76%
$20.4M - $21.9M
1.67M $87.4M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
438K
+ 126.79%
$16.6M - $17.8M
783K $41M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
339K
+ 40.57%
$12.8M - $13.8M
1.18M $61.5M
Aug 10, 2023 Q2 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
213K
+ 191.89%
$8.05M - $8.64M
323K $16.9M
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
206K
New
$7.81M - $8.39M
206K $10.8M
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
205K
+ 4.06%
$7.76M - $8.33M
5.25M $275M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
194K
New
$7.35M - $7.9M
194K $10.2M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
189K
+ 23.88%
$7.15M - $7.68M
979K $51.3M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
168K
+ 5.85%
$6.38M - $6.85M
3.05M $160M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
167K
New
$6.34M - $6.81M
167K $8.77M
Aug 04, 2023 Q2 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
126K
+ 18.02%
$4.77M - $5.13M
825K $43.2M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
94K
+ 25.81%
$3.56M - $3.82M
458K $24M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
92.9K
New
$3.52M - $3.78M
92.9K $4.87M
Dec 08, 2023 Q2 2023
Palladiem, LLC

BUY
 -
92K
New
$3.48M - $3.74M
92K $4.82M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
88.4K
+ 4.55%
$3.35M - $3.6M
2.03M $106M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
76.4K
+ 6.33%
$2.89M - $3.11M
1.28M $67.2M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
75.5K
+ 374.36%
$2.86M - $3.07M
95.7K $5.01M
Aug 08, 2023 Q2 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
72.6K
New
$2.75M - $2.95M
72.6K $3.8M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
69.6K
New
$2.63M - $2.83M
69.6K $3.64M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
69.3K
+ 19.01%
$2.62M - $2.82M
434K $22.7M
Aug 14, 2023 Q2 2023
Hollow Brook Wealth Management LLC

BUY
 -
67.2K
+ 6.23%
$2.54M - $2.73M
1.15M $60M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
65.8K
New
$2.49M - $2.68M
65.8K $3.45M
Jul 31, 2023 Q2 2023
Asset Management One Co., Ltd.

BUY
 -
65.2K
+ 2.35%
$2.47M - $2.65M
2.84M $149M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
57.8K
+ 417.02%
$2.19M - $2.35M
71.7K $3.75M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
52.6K
New
$1.99M - $2.14M
52.6K $2.76M
Aug 14, 2023 Q2 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
51.4K
New
$1.95M - $2.09M
51.4K $2.69M
Jul 27, 2023 Q2 2023
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
46.4K
New
$1.76M - $1.89M
46.4K $2.43M
Aug 14, 2023 Q2 2023
Medici Capital LLC

Newport Beach, CA
BUY
 -
42K
+ 3.04%
$1.59M - $1.71M
1.42M $74.4M
Aug 11, 2023 Q2 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
41.6K
New
$1.57M - $1.69M
41.6K $2.18M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
39.8K
+ 123.41%
$1.51M - $1.62M
72K $3.77M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
38.3K
New
$1.45M - $1.56M
38.3K $2M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
34.4K
+ 8.13%
$1.3M - $1.4M
457K $23.9M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
34.2K
+ 141.38%
$1.29M - $1.39M
58.4K $3.06M
Aug 08, 2023 Q2 2023
One Charles Private Wealth Services, LLC

BUY
 -
32.7K
+ 207.78%
$1.24M - $1.33M
48.4K $2.53M
Jul 13, 2023 Q2 2023
Financial Strategies Group, Inc.

BUY
 -
32.3K
+ 15.5%
$1.22M - $1.31M
240K $12.6M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
31.3K
+ 6.46%
$1.18M - $1.27M
516K $27M
Aug 03, 2023 Q2 2023
Forbes J M & CO LLP

BUY
 -
28.7K
New
$1.09M - $1.17M
28.7K $1.5M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
27K
+ 56.97%
$1.02M - $1.1M
74.3K $3.89M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
26.9K
+ 3.23%
$1.02M - $1.09M
861K $45.1M
Jul 12, 2023 Q2 2023
Valicenti Advisory Services Inc

BUY
 -
26.5K
New
$1M - $1.08M
26.5K $1.39M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
26K
+ 18.56%
$983K - $1.06M
166K $8.69M

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