Purchases and Sales Made in Q3 2023 in World Gold Trust (GLDM)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
18.8K+ 4.8% |
$690K - $739K
|
411K
$21.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.8K+ 35.3% |
$689K - $738K
|
72.1K
$3.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.5KNew |
$640K - $686K
|
17.5K
$932K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.9K+ 4.91% |
$621K - $665K
|
362K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.8KNew |
$578K - $619K
|
15.8K
$841K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15K+ 4.76% |
$549K - $588K
|
329K
$17.6M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
14.8K+ 16.14% |
$544K - $583K
|
107K
$5.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
12.7KNew |
$467K - $500K
|
12.7K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12.3KNew |
$451K - $483K
|
12.3K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 1.04% |
$450K - $482K
|
1.19M
$63.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.4KNew |
$418K - $447K
|
11.4K
$608K
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
11.4K+ 15.44% |
$416K - $446K
|
84.9K
$4.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$394K - $422K
|
10.8K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.21KNew |
$337K - $361K
|
9.21K
$491K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.8K+ 16.71% |
$322K - $345K
|
61.4K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
8.74K+ 1.03% |
$320K - $343K
|
853K
$45.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 6.3% |
$312K - $334K
|
144K
$7.67M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.25K+ 14.3% |
$302K - $324K
|
65.9K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.25K+ 14.3% |
$302K - $324K
|
65.9K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.97KNew |
$292K - $313K
|
7.97K
$425K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
7.82K+ 46.48% |
$287K - $307K
|
24.7K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
7.82K+ 6.08% |
$287K - $307K
|
136K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.68K+ 37.04% |
$282K - $302K
|
28.4K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.37KNew |
$270K - $289K
|
7.37K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.34KNew |
$269K - $288K
|
7.34K
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.34KNew |
$269K - $288K
|
7.34K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.29KNew |
$267K - $286K
|
7.29K
$389K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
7.18K+ 3.7% |
$263K - $282K
|
201K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
7.06KNew |
$259K - $277K
|
7.06K
$376K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7KNew |
$257K - $275K
|
7K
$373K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7KNew |
$257K - $275K
|
7K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.99K+ 118.62% |
$256K - $274K
|
12.9K
$687K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.78K+ 9.97% |
$249K - $266K
|
74.8K
$3.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
6.74KNew |
$247K - $265K
|
6.74K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.56KNew |
$240K - $257K
|
6.56K
$350K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.44K+ 3.99% |
$236K - $253K
|
168K
$8.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6.43K+ 1.7% |
$236K - $252K
|
384K
$20.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.95K+ 5.84% |
$218K - $234K
|
108K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.93K+ 41.31% |
$218K - $233K
|
20.3K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.88K+ 55.21% |
$216K - $231K
|
16.5K
$882K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.82KNew |
$213K - $228K
|
5.82K
$310K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.81KNew |
$213K - $228K
|
5.81K
$310K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.27K+ 6.16% |
$193K - $207K
|
90.8K
$4.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
5.23K+ 3.79% |
$192K - $205K
|
143K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.22K+ 1.52% |
$191K - $205K
|
348K
$18.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.13K+ 1.43% |
$151K - $162K
|
293K
$15.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4.07K+ 8.77% |
$149K - $160K
|
50.5K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.02K+ 21.76% |
$147K - $158K
|
22.5K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4K+ 8.27% |
$147K - $157K
|
52.4K
$2.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.98K+ 48.53% |
$146K - $156K
|
12.2K
$650K
|