Purchases and Sales Made in Q2 2023 in World Gold Trust (GLDM)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.17K+ 7.97% |
$196K - $210K
|
70.1K
$3.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
5K+ 6.63% |
$189K - $203K
|
80.5K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 8.9% |
$171K - $184K
|
55.4K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.06K+ 12.64% |
$154K - $165K
|
36.2K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.99KNew |
$151K - $162K
|
3.99K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.72K+ 0.71% |
$141K - $151K
|
527K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.64K+ 14.63% |
$138K - $148K
|
28.5K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.62K+ 7.94% |
$137K - $147K
|
49.1K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.49K+ 19.13% |
$132K - $142K
|
21.8K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 4.39% |
$107K - $114K
|
66.9K
$3.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.79K+ 2.22% |
$106K - $113K
|
129K
$6.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.65K+ 6.38% |
$100K - $108K
|
44.2K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.41K+ 2.1% |
$91.3K - $98.1K
|
118K
$6.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 2.58% |
$89.3K - $95.9K
|
93.9K
$4.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
2.35K+ 2.12% |
$89.1K - $95.7K
|
113K
$5.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.05K+ 23.95% |
$77.6K - $83.4K
|
10.6K
$556K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.02K+ 32.62% |
$76.6K - $82.3K
|
8.23K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 2.06% |
$72.7K - $78K
|
95K
$4.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.8K+ 2.92% |
$68.3K - $73.3K
|
63.6K
$3.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.79K+ 8.51% |
$67.6K - $72.6K
|
22.8K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.78K+ 3.25% |
$67.2K - $72.2K
|
56.4K
$2.96M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 1024.26% |
$65.5K - $70.4K
|
1.9K
$99.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 1024.26% |
$65.5K - $70.4K
|
1.9K
$99.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 0.88% |
$64.3K - $69.1K
|
194K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$62.9K - $67.6K
|
1.66K
$87K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.58K+ 3.6% |
$59.7K - $64.2K
|
45.4K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 2.91% |
$57K - $61.2K
|
53.3K
$2.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.49K+ 1.09% |
$56.4K - $60.6K
|
138K
$7.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.43K+ 1.42% |
$54K - $58K
|
102K
$5.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 33.79% |
$51.5K - $55.3K
|
5.39K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.29K+ 119.2% |
$48.7K - $52.3K
|
2.36K
$124K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 1.51% |
$48.3K - $51.9K
|
85.6K
$4.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.28K+ 8.54% |
$48.3K - $51.9K
|
16.2K
$849K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.28K+ 1.95% |
$48.3K - $51.9K
|
66.7K
$3.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 3.67% |
$47.5K - $51K
|
35.5K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.22KNew |
$46.1K - $49.5K
|
1.22K
$63.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$46K - $49.4K
|
1.22K
$63.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.19K+ 0.45% |
$45.1K - $48.4K
|
265K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.03K+ 0.72% |
$39.1K - $42K
|
145K
$7.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
892+ 7.35% |
$33.8K - $36.3K
|
13K
$682K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
840+ 5.37% |
$31.8K - $34.2K
|
16.5K
$863K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
825+ 3.07% |
$31.2K - $33.6K
|
27.7K
$1.45M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
804New |
$30.4K - $32.7K
|
804
$42.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
740+ 2.37% |
$28K - $30.1K
|
32K
$1.68M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
511New |
$19.3K - $20.8K
|
511
$26.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
473+ 8.28% |
$17.9K - $19.2K
|
6.19K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
409+ 5.0% |
$15.5K - $16.6K
|
8.6K
$450K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
371+ 5.46% |
$14K - $15.1K
|
7.16K
$375K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
361New |
$13.7K - $14.7K
|
361
$18.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
351New |
$13.3K - $14.3K
|
351
$18.4K
|