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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-805- 1.38% |
$26K - $29.1K
|
57.4K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-894- 37.23% |
$28.9K - $32.4K
|
1.51K
$80.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-907- 1.17% |
$29.3K - $32.8K
|
76.9K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 4.28% |
$32.3K - $36.2K
|
22.4K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.17K- 0.4% |
$37.7K - $42.2K
|
287K
$15.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.2K- 3.04% |
$38.8K - $43.4K
|
38.2K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.22K- 1.61% |
$39.3K - $44.1K
|
74.6K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.26K- 13.5% |
$40.5K - $45.4K
|
8.04K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 7.62% |
$41.7K - $46.7K
|
15.7K
$835K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.38K- 2.55% |
$44.5K - $49.9K
|
52.6K
$2.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.39K- 1.83% |
$44.9K - $50.3K
|
74.8K
$3.99M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-1.58K- 0.18% |
$51K - $57.1K
|
898K
$47.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.66K- 0.59% |
$53.6K - $60K
|
279K
$14.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 1.23% |
$54.5K - $61.1K
|
136K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.93K- 45.01% |
$62.2K - $69.7K
|
2.35K
$126K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.05K- 15.89% |
$66.2K - $74.2K
|
10.9K
$579K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.12K- 0.97% |
$68.3K - $76.6K
|
216K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.12K- 8.42% |
$68.5K - $76.7K
|
23.1K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.17K- 1.5% |
$70.2K - $78.6K
|
143K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.62K- 4.84% |
$84.5K - $94.6K
|
51.4K
$2.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.73K- 16.27% |
$88.1K - $98.8K
|
14K
$749K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 3.31% |
$88.2K - $98.8K
|
79.7K
$4.25M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.98K- 12.53% |
$96.4K - $108K
|
20.8K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.09K- 6.83% |
$99.9K - $112K
|
42.2K
$2.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.66K- 5.36% |
$118K - $133K
|
64.7K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.72K- 17.9% |
$120K - $134K
|
17K
$909K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.39K- 4.79% |
$142K - $159K
|
87.2K
$4.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.43K- 1.3% |
$143K - $160K
|
337K
$18M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.57K- 7.53% |
$148K - $165K
|
56.1K
$2.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-4.63K- 5.54% |
$149K - $167K
|
78.9K
$4.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.7K- 1.53% |
$152K - $170K
|
302K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.28K- 8.66% |
$171K - $191K
|
55.7K
$2.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.43K- 1.21% |
$175K - $197K
|
443K
$23.6M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.83K- 5.05% |
$188K - $211K
|
110K
$5.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-6.67K- 6.43% |
$215K - $241K
|
97K
$5.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-6.77K- 0.38% |
$219K - $245K
|
1.78M
$94.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.87K- 6.54% |
$222K - $249K
|
98.3K
$5.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-6.98K- 1.81% |
$225K - $253K
|
378K
$20.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.89K- 4.98% |
$255K - $286K
|
151K
$8.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.38K- 19.19% |
$271K - $303K
|
35.3K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.03K- 58.26% |
$292K - $327K
|
6.47K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.98K- 25.52% |
$322K - $361K
|
29.1K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-10.7K- 2.93% |
$346K - $387K
|
355K
$18.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-11.6K- 13.41% |
$376K - $421K
|
75.1K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12K- 31.7% |
$386K - $433K
|
25.8K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.9K- 87.46% |
$417K - $467K
|
1.85K
$98.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-14.9K- 1.06% |
$480K - $538K
|
1.38M
$73.7M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.3KClosed |
$494K - $553K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16K- 2.93% |
$516K - $578K
|
529K
$28.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.2K- 8.87% |
$524K - $587K
|
166K
$8.88M
|