Purchases and Sales Made in Q3 2022 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.7M+ 29.03% |
$87M - $96.8M
|
12M
$640M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39M+ 82.02% |
$77.1M - $85.8M
|
5.31M
$283M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.4MNew |
$45.1M - $50.1M
|
1.4M
$74.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
929K+ 28.02% |
$29.9M - $33.3M
|
4.24M
$226M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
842K+ 87.56% |
$27.1M - $30.2M
|
1.8M
$96.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
506KNew |
$16.3M - $18.1M
|
506K
$27M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
375K+ 30.64% |
$12.1M - $13.4M
|
1.6M
$85.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
343KNew |
$11.1M - $12.3M
|
343K
$18.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
312K+ 7.44% |
$10.1M - $11.2M
|
4.51M
$241M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
299K+ 638.04% |
$9.65M - $10.7M
|
346K
$18.5M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
173K+ 59.98% |
$5.57M - $6.2M
|
461K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 9.43% |
$5.07M - $5.65M
|
1.83M
$97.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
133K+ 2.32% |
$4.29M - $4.77M
|
5.86M
$313M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
131K+ 60.4% |
$4.24M - $4.72M
|
349K
$18.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
126K+ 3.58% |
$4.06M - $4.52M
|
3.64M
$194M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
120K+ 35.24% |
$3.87M - $4.3M
|
461K
$24.6M
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
116K+ 75.46% |
$3.75M - $4.18M
|
271K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$3.28M - $3.65M
|
102K
$5.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
90.5K+ 34.21% |
$2.92M - $3.24M
|
355K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.3K+ 9.22% |
$2.81M - $3.13M
|
1.03M
$55.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
83.5KNew |
$2.69M - $2.99M
|
83.5K
$4.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
79K+ 9.1% |
$2.55M - $2.83M
|
947K
$50.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
76.2KNew |
$2.46M - $2.73M
|
76.2K
$4.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
68.1KNew |
$2.2M - $2.44M
|
68.1K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
58.3KNew |
$1.88M - $2.09M
|
58.3K
$3.11M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
43.6KNew |
$1.41M - $1.57M
|
43.6K
$2.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.1K+ 2.28% |
$1.23M - $1.37M
|
1.71M
$91M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
35.3KNew |
$1.14M - $1.27M
|
35.3K
$1.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
33.5K+ 3.48% |
$1.08M - $1.2M
|
995K
$53.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
31.8KNew |
$1.03M - $1.14M
|
31.8K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.7K+ 9.04% |
$989K - $1.1M
|
370K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
30.3KNew |
$976K - $1.09M
|
30.3K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26.1K+ 29.21% |
$842K - $937K
|
115K
$6.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1KNew |
$808K - $899K
|
25.1K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
24.3KNew |
$784K - $872K
|
24.3K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
24.1KNew |
$776K - $864K
|
24.1K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.6K+ 4.5% |
$727K - $809K
|
524K
$27.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.2K+ 13.13% |
$684K - $761K
|
183K
$9.75M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
17K+ 4.45% |
$547K - $608K
|
398K
$21.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16.8K+ 4.55% |
$540K - $601K
|
385K
$20.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.3K+ 2.7% |
$462K - $514K
|
545K
$29.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
13.5K+ 42.45% |
$435K - $484K
|
45.3K
$2.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.8KNew |
$413K - $460K
|
12.8K
$683K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
12.8KNew |
$411K - $457K
|
12.8K
$680K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 5.26% |
$405K - $451K
|
251K
$13.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
12K+ 13.3% |
$387K - $430K
|
102K
$5.45M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
12K+ 2.36% |
$385K - $429K
|
518K
$27.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
11.5K+ 3.88% |
$369K - $411K
|
306K
$16.3M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
10.4K+ 1.17% |
$334K - $372K
|
899K
$48M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.27KNew |
$299K - $333K
|
9.27K
$495K
|