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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
311+ 777.5% |
$11.8K - $12.6K
|
351
$18.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
258New |
$9.77K - $10.5K
|
258
$13.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
238+ 0.36% |
$9.01K - $9.68K
|
66.5K
$3.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
211New |
$7.99K - $8.58K
|
211
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
201+ 13.36% |
$7.61K - $8.17K
|
1.71K
$89.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
194+ 66.44% |
$7.34K - $7.89K
|
486
$25.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
193+ 0.63% |
$7.31K - $7.85K
|
31K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
189New |
$7.16K - $7.69K
|
189
$9.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
162+ 135.0% |
$6.13K - $6.59K
|
282
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
127New |
$4.81K - $5.17K
|
127
$6.65K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
125+ 0.16% |
$4.73K - $5.08K
|
77.1K
$4.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$3.79K - $4.07K
|
100
$5.24K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
90New |
$3.41K - $3.66K
|
90
$4.71K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
66+ 0.19% |
$2.5K - $2.68K
|
34.2K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
57+ 0.21% |
$2.16K - $2.32K
|
27.5K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
55+ 77.46% |
$2.08K - $2.24K
|
126
$6.6K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
54+ 2.03% |
$2.04K - $2.2K
|
2.72K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
51+ 4.4% |
$1.93K - $2.07K
|
1.21K
$63.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
50+ 0.42% |
$1.89K - $2.03K
|
11.9K
$626K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
47New |
$1.78K - $1.91K
|
47
$2.46K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
25New |
$947 - $1.02K
|
25
$1.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
17+ 0.22% |
$644 - $691
|
7.82K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.39% |
$303 - $325
|
2.06K
$108K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.23% |
$227 - $244
|
2.57K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$37.9 - $40.7
|
1
$52.4
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.05% |
$114 - $122
|
6.15K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 50.0% |
$114 - $122
|
3
$157
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 17.39% |
$151 - $163
|
19
$995
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 5.09% |
$1.14K - $1.22K
|
559
$29.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-32- 0.17% |
$1.21K - $1.3K
|
19.1K
$999K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 48.31% |
$1.63K - $1.75K
|
46
$2.41K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 48.31% |
$1.63K - $1.75K
|
46
$2.41K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-45- 0.68% |
$1.7K - $1.83K
|
6.55K
$343K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48- 6.76% |
$1.82K - $1.95K
|
662
$34.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-50- 0.25% |
$1.89K - $2.03K
|
20K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60- 0.4% |
$2.27K - $2.44K
|
14.8K
$776K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-67- 0.3% |
$2.54K - $2.72K
|
22.4K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-78- 0.06% |
$2.95K - $3.17K
|
131K
$6.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-81- 3.94% |
$3.07K - $3.29K
|
1.97K
$103K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-84- 5.91% |
$3.18K - $3.42K
|
1.34K
$70K
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
SELL
|
- |
-89- 1.2% |
$3.37K - $3.62K
|
7.32K
$384K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-89- 1.2% |
$3.37K - $3.62K
|
7.32K
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-123- 2.6% |
$4.66K - $5K
|
4.61K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-127- 0.43% |
$4.81K - $5.17K
|
29.4K
$1.54M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-185- 0.02% |
$7K - $7.52K
|
783K
$41M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-194- 1.77% |
$7.34K - $7.89K
|
10.8K
$563K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-197- 63.96% |
$7.46K - $8.01K
|
111
$5.81K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-213- 67.19% |
$8.06K - $8.66K
|
104
$5.45K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-215- 3.64% |
$8.14K - $8.74K
|
5.69K
$298K
|