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 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
303+ 1.93% |
$9.77K - $10.9K
|
16K
$850K
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
270+ 2.43% |
$8.7K - $9.68K
|
11.4K
$606K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
269+ 4.67% |
$8.67K - $9.65K
|
6.04K
$321K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
151+ 2.53% |
$4.87K - $5.42K
|
6.11K
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
116+ 1.79% |
$3.74K - $4.16K
|
6.6K
$351K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
116New |
$3.74K - $4.16K
|
116
$6.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
112+ 0.59% |
$3.61K - $4.02K
|
19.2K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
84New |
$2.71K - $3.01K
|
84
$4.46K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
71New |
$2.29K - $2.55K
|
71
$3.77K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
71+ 215.15% |
$2.29K - $2.55K
|
104
$5.53K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
68+ 4.26% |
$2.19K - $2.44K
|
1.66K
$88.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62+ 1.03% |
$2K - $2.22K
|
6.08K
$323K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
61+ 2.61% |
$1.97K - $2.19K
|
2.4K
$128K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
55+ 2.58% |
$1.77K - $1.97K
|
2.18K
$116K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
54New |
$1.74K - $1.94K
|
54
$2.87K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
46New |
$1.48K - $1.65K
|
46
$2.44K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
29+ 34.94% |
$935 - $1.04K
|
112
$5.95K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.11% |
$903 - $1K
|
25.2K
$1.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26New |
$838 - $933
|
26
$1.38K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23New |
$742 - $825
|
23
$1.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 0.54% |
$613 - $682
|
3.53K
$188K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 9.05% |
$580 - $646
|
217
$11.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.08% |
$290 - $323
|
11.4K
$604K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.25% |
$193 - $215
|
2.4K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 2.4% |
$96.7 - $108
|
128
$6.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2+ 0.01% |
$64.5 - $71.7
|
27.4K
$1.46M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15- 0.04% |
$484 - $538
|
37.7K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-18- 0.55% |
$580 - $646
|
3.27K
$174K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.49% |
$613 - $682
|
404
$21.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-95- 0.21% |
$3.06K - $3.41K
|
45.5K
$2.42M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-182- 1.81% |
$5.87K - $6.53K
|
9.88K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 20.36% |
$6.25K - $6.96K
|
759
$40.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-205- 25.82% |
$6.61K - $7.35K
|
589
$31.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-232- 0.96% |
$7.48K - $8.32K
|
23.8K
$1.27M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-287- 6.92% |
$9.25K - $10.3K
|
3.86K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-363- 2.22% |
$11.7K - $13K
|
16K
$850K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-390- 0.99% |
$12.6K - $14K
|
39.1K
$2.08M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-403- 2.35% |
$13K - $14.5K
|
16.8K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-440- 6.15% |
$14.2K - $15.8K
|
6.72K
$357K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-442- 4.99% |
$14.3K - $15.9K
|
8.42K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-500- 9.3% |
$16.1K - $17.9K
|
4.88K
$259K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-544- 5.15% |
$17.5K - $19.5K
|
10K
$532K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-850- 1.08% |
$27.4K - $30.5K
|
77.8K
$4.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 4.54% |
$32.2K - $35.9K
|
21K
$1.12M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.21K- 3.45% |
$39K - $43.4K
|
33.8K
$1.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.25K- 8.3% |
$72.5K - $80.7K
|
24.8K
$1.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.32K- 54.6% |
$74.6K - $83K
|
1.93K
$102K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.43K- 21.19% |
$78.3K - $87.1K
|
9.03K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.48K- 2.32% |
$80K - $89K
|
105K
$5.56M
|