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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
392+ 0.84% |
$12.7K - $14.2K
|
47.1K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
369New |
$11.9K - $13.4K
|
369
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
367New |
$11.9K - $13.3K
|
367
$19.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
353+ 8.09% |
$11.4K - $12.8K
|
4.72K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
276+ 0.87% |
$8.91K - $9.99K
|
32K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
197+ 82.77% |
$6.36K - $7.13K
|
435
$23.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
169New |
$5.46K - $6.12K
|
169
$9.01K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
152+ 6.33% |
$4.91K - $5.5K
|
2.56K
$136K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
151+ 2.53% |
$4.88K - $5.46K
|
6.11K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
87New |
$2.81K - $3.15K
|
87
$4.64K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
86+ 1.43% |
$2.78K - $3.11K
|
6.12K
$326K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
51+ 0.19% |
$1.65K - $1.85K
|
27.4K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
51+ 0.34% |
$1.65K - $1.85K
|
15K
$800K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.39K - $1.56K
|
86
$4.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
33+ 0.05% |
$1.07K - $1.19K
|
68.7K
$3.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
23+ 29.87% |
$743 - $832
|
100
$5.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$743 - $832
|
23
$1.23K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20New |
$646 - $724
|
20
$1.07K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 4.7% |
$614 - $688
|
423
$22.6K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
13New |
$420 - $470
|
13
$693
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$291 - $326
|
9
$480
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8New |
$258 - $290
|
8
$427
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.02% |
$226 - $253
|
32.8K
$1.75M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.03% |
$96.9 - $109
|
9.88K
$527K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6- 0.05% |
$194 - $217
|
12.7K
$680K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.46% |
$323 - $362
|
2.17K
$116K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 10.58% |
$355 - $398
|
93
$4.96K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61- 8.04% |
$1.97K - $2.21K
|
698
$37.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-66- 0.91% |
$2.13K - $2.39K
|
7.19K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-71- 0.15% |
$2.29K - $2.57K
|
47.8K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 0.48% |
$2.33K - $2.61K
|
14.9K
$796K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 0.48% |
$2.33K - $2.61K
|
14.9K
$796K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-90- 80.36% |
$2.91K - $3.26K
|
22
$1.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-140- 2.08% |
$4.52K - $5.07K
|
6.58K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-141- 1.14% |
$4.55K - $5.1K
|
12.2K
$652K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-174- 2.07% |
$5.62K - $6.3K
|
8.25K
$440K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-189- 4.89% |
$6.1K - $6.84K
|
3.67K
$196K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.95% |
$6.46K - $7.24K
|
20.8K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-210- 0.31% |
$6.78K - $7.6K
|
67.9K
$3.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-221- 36.11% |
$7.14K - $8K
|
391
$20.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-251- 3.8% |
$8.11K - $9.08K
|
6.35K
$339K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-287- 3.88% |
$9.27K - $10.4K
|
7.11K
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-291- 17.5% |
$9.4K - $10.5K
|
1.37K
$73.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-334- 0.48% |
$10.8K - $12.1K
|
69.8K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-359- 3.87% |
$11.6K - $13K
|
8.91K
$475K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-467- 2.04% |
$15.1K - $16.9K
|
22.4K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-490- 5.91% |
$15.8K - $17.7K
|
7.8K
$416K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-626- 5.5% |
$20.2K - $22.7K
|
10.8K
$573K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-719- 3.09% |
$23.2K - $26K
|
22.6K
$1.2M
|