Purchases and Sales Made in Q4 2022 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.8KNew |
$543K - $609K
|
16.8K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
15.9K+ 15.56% |
$514K - $576K
|
118K
$6.3M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
14K+ 5.17% |
$452K - $506K
|
285K
$15.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 4.93% |
$400K - $448K
|
264K
$14.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.4KNew |
$399K - $447K
|
12.4K
$659K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.8KNew |
$380K - $426K
|
11.8K
$628K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
11.2KNew |
$361K - $405K
|
11.2K
$596K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
10KNew |
$324K - $363K
|
10K
$535K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9.69KNew |
$313K - $351K
|
9.69K
$517K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.52K+ 2.48% |
$275K - $308K
|
352K
$18.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.89KNew |
$255K - $286K
|
7.89K
$421K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.72K+ 75.89% |
$217K - $243K
|
15.6K
$831K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.5KNew |
$210K - $235K
|
6.5K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.44K+ 33.55% |
$208K - $233K
|
25.7K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.32K+ 2.43% |
$204K - $229K
|
266K
$14.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.11KNew |
$197K - $221K
|
6.11K
$326K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
5.69KNew |
$184K - $206K
|
5.69K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.53K+ 9.15% |
$178K - $200K
|
65.9K
$3.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
5.45K+ 4.24% |
$176K - $197K
|
134K
$7.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.43K+ 71.7% |
$175K - $196K
|
13K
$693K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.2K+ 7.49% |
$168K - $188K
|
74.6K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.96K+ 7.48% |
$160K - $179K
|
71.2K
$3.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 1.02% |
$151K - $169K
|
465K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.6K+ 6.0% |
$148K - $166K
|
81.2K
$4.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.18K+ 39.67% |
$135K - $151K
|
14.7K
$786K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
4.11K+ 3.44% |
$133K - $149K
|
124K
$6.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.72KNew |
$120K - $135K
|
3.72K
$198K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.9K+ 7.39% |
$93.7K - $105K
|
42.1K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.68K+ 7.5% |
$86.6K - $97K
|
38.4K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.64K+ 10.86% |
$85.3K - $95.6K
|
26.9K
$1.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.43K+ 32.97% |
$78.5K - $88K
|
9.81K
$523K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.26K+ 14.14% |
$73.1K - $81.9K
|
18.3K
$974K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.9K+ 19.01% |
$61.5K - $68.9K
|
11.9K
$636K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.85KNew |
$59.8K - $67K
|
1.85K
$98.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.84K+ 1.5% |
$59.3K - $66.4K
|
124K
$6.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.8KNew |
$58K - $65K
|
1.8K
$95.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
1.75K+ 0.34% |
$56.4K - $63.2K
|
520K
$27.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.7K+ 49.79% |
$54.8K - $61.4K
|
5.1K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.56K+ 3.05% |
$50.5K - $56.6K
|
52.9K
$2.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.47K+ 24.22% |
$47.6K - $53.3K
|
7.56K
$403K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.4KNew |
$45.2K - $50.6K
|
1.4K
$74.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.34K+ 1.63% |
$43.3K - $48.5K
|
83.6K
$4.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 1.18% |
$35K - $39.2K
|
92.5K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.08KNew |
$34.8K - $39K
|
1.08K
$57.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.05K+ 8.23% |
$34K - $38.1K
|
13.9K
$740K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
995New |
$32.1K - $36K
|
995
$53.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
887+ 7.17% |
$28.7K - $32.1K
|
13.3K
$707K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
749+ 2.05% |
$24.2K - $27.1K
|
37.2K
$1.99M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
668+ 18.92% |
$21.6K - $24.2K
|
4.2K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
540+ 4.74% |
$17.4K - $19.5K
|
11.9K
$637K
|