Purchases and Sales Made in Q3 2023 in World Gold Trust (GLDM)

GLDM Quotes by TradingView

This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q3 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
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
1.48M
+ 657.37%
$54.3M - $58.2M
1.71M $91.1M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.02M
New
$37.6M - $40.2M
1.02M $54.7M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
1M
+ 6.94%
$36.7M - $39.3M
15.4M $821M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
662K
+ 84.5%
$24.3M - $26M
1.45M $77.1M
Oct 19, 2023 Q3 2023
Asset Management One Co., Ltd.

BUY
 -
429K
+ 15.13%
$15.7M - $16.8M
3.27M $174M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
383K
New
$14.1M - $15M
383K $20.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
352K
+ 6.44%
$12.9M - $13.8M
5.81M $310M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
335K
+ 20.07%
$12.3M - $13.1M
2M $107M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
291K
+ 63.43%
$10.7M - $11.4M
749K $39.9M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
191K
+ 6.28%
$7.01M - $7.51M
3.24M $173M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
165K
+ 12.86%
$6.05M - $6.48M
1.45M $77.3M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
164K
+ 8.07%
$6.01M - $6.43M
2.2M $117M
Nov 06, 2023 Q3 2023
Sterling Investment Advisors, Ltd.

BUY
 -
160K
New
$5.86M - $6.27M
160K $8.53M
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
143K
New
$5.24M - $5.61M
143K $7.62M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
140K
New
$5.15M - $5.51M
140K $7.49M
Oct 31, 2023 Q3 2023
Alaska Permanent Fund Corp

Juneau, AK
BUY
 -
130K
New
$4.77M - $5.1M
130K $6.93M
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
128K
+ 12.47%
$4.71M - $5.04M
1.16M $61.8M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
123K
+ 4.41%
$4.51M - $4.83M
2.91M $155M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
108K
New
$3.97M - $4.25M
108K $5.77M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
98K
+ 221.49%
$3.59M - $3.85M
142K $7.58M
Oct 27, 2023 Q3 2023
Astoria Portfolio Advisors Llc.

BUY
 -
97.5K
New
$3.57M - $3.83M
97.5K $5.2M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
95K
+ 56.38%
$3.48M - $3.73M
264K $14.1M
Nov 13, 2023 Q3 2023
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
85.5K
New
$3.14M - $3.36M
85.5K $4.56M
Oct 10, 2023 Q3 2023
Peak Financial Advisors LLC

BUY
 -
82.5K
+ 59.88%
$3.02M - $3.24M
220K $11.7M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
81.1K
+ 9.83%
$2.97M - $3.18M
906K $48.4M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
79K
+ 21.61%
$2.9M - $3.1M
445K $23.7M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
71.8K
+ 8.33%
$2.63M - $2.82M
933K $49.8M
Oct 30, 2023 Q3 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
71.7K
New
$2.63M - $2.81M
71.7K $3.82M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
66.2K
+ 5.34%
$2.43M - $2.6M
1.31M $69.6M
Nov 14, 2023 Q3 2023
State Street Corp

Boston, MA
BUY
 -
65.5K
+ 2.69%
$2.4M - $2.57M
2.5M $133M
Oct 10, 2023 Q3 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
65.5K
New
$2.4M - $2.57M
65.5K $3.49M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
62.3K
New
$2.28M - $2.45M
62.3K $3.32M
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
56.3K
New
$2.06M - $2.21M
56.3K $3M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
53.6K
New
$1.96M - $2.1M
53.6K $2.86M
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
46.6K
New
$1.71M - $1.83M
46.6K $2.49M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
44.9K
+ 4.59%
$1.65M - $1.76M
1.02M $54.6M
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
42K
+ 8.48%
$1.54M - $1.65M
537K $28.6M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
39.5K
New
$1.45M - $1.55M
39.5K $2.11M
Nov 01, 2023 Q3 2023
Requisite Capital Management, LLC

BUY
 -
38.3K
New
$1.4M - $1.5M
38.3K $2.04M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
32.7K
New
$1.2M - $1.29M
32.7K $1.75M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
28.5K
+ 38.36%
$1.05M - $1.12M
103K $5.49M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
27.8K
New
$1.02M - $1.09M
27.8K $1.48M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
26.5K
+ 55.38%
$971K - $1.04M
74.3K $3.97M
Oct 10, 2023 Q3 2023
Confluence Investment Management LLC

BUY
 -
24.5K
+ 3.78%
$897K - $961K
672K $35.8M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
24.4K
+ 4.73%
$894K - $957K
540K $28.8M
Nov 06, 2023 Q3 2023
Greenline Partners, LLC

New York, NY
BUY
 -
23.9K
+ 1.71%
$876K - $938K
1.42M $75.6M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
23.5K
+ 75.78%
$861K - $922K
54.5K $2.91M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
23.1K
+ 3.55%
$848K - $908K
674K $36M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
22.3K
New
$818K - $876K
22.3K $1.19M

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