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 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.5K- 4.65% |
$80.6K - $89.7K
|
51.3K
$2.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 2.73% |
$82.9K - $92.3K
|
91.6K
$4.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.7K- 5.16% |
$87K - $96.8K
|
49.6K
$2.65M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 3.29% |
$90.4K - $101K
|
82.4K
$4.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.35K- 7.12% |
$108K - $120K
|
43.6K
$2.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.77K- 3.46% |
$121K - $135K
|
105K
$5.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.23K- 3.79% |
$136K - $152K
|
107K
$5.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.4K- 29.44% |
$142K - $158K
|
10.5K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.6K- 7.08% |
$148K - $165K
|
60.4K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.84K- 53.08% |
$156K - $174K
|
4.28K
$228K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.06K- 3.68% |
$195K - $217K
|
158K
$8.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.48K- 33.27% |
$241K - $268K
|
15K
$800K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.48K- 33.27% |
$241K - $268K
|
15K
$800K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.82K- 33.53% |
$252K - $280K
|
15.5K
$827K
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-8.11K- 2.17% |
$262K - $291K
|
365K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.23K- 11.04% |
$265K - $295K
|
66.3K
$3.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.46K- 12.64% |
$273K - $303K
|
58.4K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.6K- 10.27% |
$277K - $308K
|
75.1K
$4.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-9.39K- 9.77% |
$303K - $337K
|
86.7K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-11.1K- 9.92% |
$359K - $400K
|
101K
$5.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-13K- 5.65% |
$420K - $468K
|
218K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 4.36% |
$423K - $471K
|
288K
$15.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 25.1% |
$505K - $562K
|
46.8K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.9K- 6.23% |
$705K - $785K
|
329K
$17.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.9K- 22.43% |
$707K - $787K
|
75.9K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-24.1K- 2.35% |
$778K - $865K
|
1M
$53.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25.2K- 29.32% |
$812K - $903K
|
60.7K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-27.2K- 81.67% |
$878K - $977K
|
6.12K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.3KClosed |
$880K - $979K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-30.9K- 57.68% |
$996K - $1.11M
|
22.7K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-31.4K- 65.73% |
$1.01M - $1.13M
|
16.4K
$872K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-32.1K- 1.77% |
$1.04M - $1.15M
|
1.78M
$95.1M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-32.3K- 46.94% |
$1.04M - $1.16M
|
36.5K
$1.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-39K- 7.12% |
$1.26M - $1.4M
|
508K
$27.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
SELL
|
- |
-40.2K- 84.72% |
$1.3M - $1.44M
|
7.25K
$387K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.4K- 12.46% |
$1.62M - $1.81M
|
354K
$18.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-51.6K- 11.77% |
$1.66M - $1.85M
|
387K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.5K- 72.04% |
$1.73M - $1.92M
|
20.8K
$1.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.5K- 20.57% |
$1.98M - $2.21M
|
238K
$12.7M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-67.6K- 1.75% |
$2.18M - $2.42M
|
3.79M
$202M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-82.6K- 11.31% |
$2.66M - $2.96M
|
648K
$34.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-86.1K- 99.99% |
$2.78M - $3.09M
|
7
$373
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-112K- 28.44% |
$3.6M - $4.01M
|
281K
$15M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-151K- 54.21% |
$4.87M - $5.42M
|
128K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-181K- 18.38% |
$5.84M - $6.5M
|
804K
$42.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-190K- 25.26% |
$6.11M - $6.8M
|
561K
$29.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-199K- 58.92% |
$6.42M - $7.14M
|
139K
$7.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-211K- 93.4% |
$6.81M - $7.58M
|
14.9K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-254K- 91.3% |
$8.18M - $9.1M
|
24.2K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-279K- 95.76% |
$9M - $10M
|
12.4K
$659K
|