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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.86KNew |
$285K - $318K
|
8.86K
$470K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
8.29KNew |
$267K - $297K
|
8.29K
$441K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.1K+ 24.87% |
$261K - $291K
|
40.7K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.57KNew |
$244K - $272K
|
7.57K
$402K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
7.4KNew |
$238K - $265K
|
7.4K
$393K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
7.37KNew |
$238K - $265K
|
7.37K
$392K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.28K+ 2.18% |
$235K - $261K
|
342K
$18.2M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.27K+ 4.0% |
$234K - $261K
|
189K
$10M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.25K+ 5.56% |
$234K - $260K
|
138K
$7.31M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.14KNew |
$230K - $256K
|
7.14K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.88KNew |
$222K - $247K
|
6.88K
$366K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
5.99KNew |
$193K - $215K
|
5.99K
$318K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.81K+ 3.19% |
$187K - $208K
|
188K
$9.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.47K+ 16.2% |
$176K - $196K
|
39.2K
$2.09M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 2.46% |
$163K - $181K
|
211K
$11.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.01K+ 3.58% |
$161K - $180K
|
145K
$7.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4K+ 5.51% |
$129K - $143K
|
76.6K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3.78K+ 11.81% |
$122K - $135K
|
35.7K
$1.9M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3.68K+ 228.08% |
$119K - $132K
|
5.29K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.59K+ 0.32% |
$116K - $129K
|
1.11M
$59M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.4K+ 4.7% |
$110K - $122K
|
75.8K
$4.03M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.21K+ 55.32% |
$103K - $115K
|
9.01K
$479K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.06K+ 5.28% |
$98.7K - $110K
|
61K
$3.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.04K+ 5.97% |
$98K - $109K
|
54K
$2.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2.68K+ 369.15% |
$86.4K - $96.1K
|
3.41K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.4KNew |
$77.4K - $86.1K
|
2.4K
$128K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.32K+ 3.52% |
$74.9K - $83.3K
|
68.4K
$3.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.01K+ 1.59% |
$64.9K - $72.2K
|
128K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.01K+ 2.95% |
$64.7K - $72K
|
70.1K
$3.73M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.97K+ 11.52% |
$63.6K - $70.8K
|
19.1K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.91K+ 0.74% |
$61.6K - $68.5K
|
260K
$13.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 6.4% |
$61.5K - $68.5K
|
31.7K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.45K+ 2.16% |
$46.8K - $52.1K
|
68.6K
$3.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 1.54% |
$44.7K - $49.7K
|
91.4K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.29K+ 8.24% |
$41.6K - $46.3K
|
17K
$901K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 16.9% |
$40.8K - $45.4K
|
8.76K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 1.22% |
$40.2K - $44.8K
|
104K
$5.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$34.4K - $38.3K
|
1.07K
$56.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
968+ 2.52% |
$31.2K - $34.7K
|
39.4K
$2.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
783+ 7.42% |
$25.2K - $28.1K
|
11.3K
$602K
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
745+ 3.31% |
$24K - $26.7K
|
23.3K
$1.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
570+ 3.03% |
$18.4K - $20.4K
|
19.4K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
500+ 0.73% |
$16.1K - $17.9K
|
69.4K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
438+ 4.94% |
$14.1K - $15.7K
|
9.3K
$494K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
403+ 0.49% |
$13K - $14.5K
|
82.3K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
387+ 3.72% |
$12.5K - $13.9K
|
10.8K
$574K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
374+ 9.37% |
$12.1K - $13.4K
|
4.36K
$232K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
365+ 3.04% |
$11.8K - $13.1K
|
12.4K
$657K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
345+ 0.28% |
$11.1K - $12.4K
|
122K
$6.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
307+ 100.66% |
$9.9K - $11K
|
612
$32.5K
|