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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.9K- 7.79% |
$474K - $507K
|
153K
$8.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13K- 11.09% |
$478K - $512K
|
105K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.6K- 3.12% |
$497K - $532K
|
420K
$22.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-15.2K- 7.28% |
$555K - $595K
|
193K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.2K- 16.33% |
$556K - $596K
|
77.8K
$4.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-16.9K- 2.57% |
$621K - $665K
|
643K
$34.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.3K- 1.35% |
$636K - $681K
|
1.27M
$67.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-18K- 18.6% |
$659K - $706K
|
78.7K
$4.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.2K- 19.04% |
$668K - $715K
|
77.5K
$4.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-20K- 4.65% |
$734K - $786K
|
411K
$21.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-20.3K- 21.61% |
$743K - $796K
|
73.5K
$3.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.6K- 7.99% |
$792K - $848K
|
249K
$13.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-25.3K- 72.7% |
$929K - $994K
|
9.52K
$508K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27K- 46.3% |
$990K - $1.06M
|
31.3K
$1.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-27.7K- 5.27% |
$1.02M - $1.09M
|
498K
$26.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.7K- 7.37% |
$1.24M - $1.32M
|
424K
$22.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-38.5K- 25.95% |
$1.41M - $1.51M
|
110K
$5.86M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40.4K- 22.0% |
$1.48M - $1.59M
|
143K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-44.5K- 33.99% |
$1.63M - $1.75M
|
86.5K
$4.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48K- 45.51% |
$1.76M - $1.88M
|
57.4K
$3.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59.2K- 90.04% |
$2.17M - $2.32M
|
6.56K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-88.6K- 27.42% |
$3.25M - $3.48M
|
235K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-91.4K- 34.49% |
$3.35M - $3.59M
|
174K
$9.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-95.4K- 32.69% |
$3.5M - $3.75M
|
197K
$10.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-104K- 3.66% |
$3.83M - $4.1M
|
2.75M
$147M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-160K- 28.28% |
$5.85M - $6.26M
|
405K
$21.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-180K- 30.76% |
$6.59M - $7.05M
|
404K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-1.11M- 77.78% |
$40.5M - $43.4M
|
316K
$16.8M
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.76M- 55.43% |
$64.5M - $69.1M
|
1.42M
$75.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.29M- 94.95% |
$121M - $129M
|
175K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.55M- 98.33% |
$167M - $179M
|
77.1K
$4.11M
|