Purchases and Sales Made in Q4 2023 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
582+ 4.1% |
$21K - $24K
|
14.8K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
568+ 1832.26% |
$20.5K - $23.4K
|
599
$31.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
568New |
$20.5K - $23.4K
|
568
$29.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
558New |
$20.1K - $23K
|
558
$29.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
532New |
$19.2K - $21.9K
|
532
$27.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
340+ 4.72% |
$12.3K - $14K
|
7.55K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
340+ 4.72% |
$12.3K - $14K
|
7.55K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
337+ 0.13% |
$12.2K - $13.9K
|
264K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
328+ 3.63% |
$11.8K - $13.5K
|
9.37K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
307+ 0.45% |
$11.1K - $12.7K
|
67.8K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 0.43% |
$10.8K - $12.4K
|
69.5K
$3.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
292+ 1.47% |
$10.5K - $12K
|
20.2K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
234New |
$8.45K - $9.65K
|
234
$12.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
227New |
$8.2K - $9.36K
|
227
$11.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
197+ 0.3% |
$7.11K - $8.12K
|
66.8K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180New |
$6.5K - $7.42K
|
180
$9.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
168New |
$6.07K - $6.93K
|
168
$8.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
155New |
$5.6K - $6.39K
|
155
$8.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
154New |
$5.56K - $6.35K
|
154
$8.06K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
108+ 0.1% |
$3.9K - $4.45K
|
108K
$5.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
104+ 104.0% |
$3.76K - $4.29K
|
204
$10.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
87New |
$3.14K - $3.59K
|
87
$4.56K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43+ 1.66% |
$1.55K - $1.77K
|
2.64K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
36New |
$1.3K - $1.48K
|
36
$1.89K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34New |
$1.23K - $1.4K
|
34
$1.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
29+ 0.13% |
$1.05K - $1.2K
|
22.2K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 22.22% |
$1.01K - $1.15K
|
154
$8.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
22New |
$794 - $907
|
22
$1.15K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.54% |
$361 - $412
|
1.85K
$96.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 3.11% |
$289 - $330
|
265
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$181 - $206
|
5
$262
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.0% |
$181 - $206
|
140K
$7.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$72.2 - $82.5
|
2
$105
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$72.2 - $82.5
|
2.58K
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.08% |
$36.1 - $41.2
|
1.31K
$68.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 0.46% |
$397 - $454
|
2.39K
$125K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 66.67% |
$794 - $907
|
11
$576
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.22% |
$903 - $1.03K
|
11.2K
$585K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-35- 0.4% |
$1.26K - $1.44K
|
8.65K
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-35- 0.13% |
$1.26K - $1.44K
|
27.5K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-37- 0.3% |
$1.34K - $1.53K
|
12.1K
$636K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-64- 0.56% |
$2.31K - $2.64K
|
11.3K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-82- 0.37% |
$2.96K - $3.38K
|
22.3K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-83- 1.09% |
$3K - $3.42K
|
7.56K
$396K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-86- 77.48% |
$3.11K - $3.55K
|
25
$1.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-94- 0.9% |
$3.39K - $3.88K
|
10.4K
$545K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 9.09% |
$3.61K - $4.12K
|
1K
$52.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-115- 17.97% |
$4.15K - $4.74K
|
525
$27.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-250- 4.88% |
$9.03K - $10.3K
|
4.87K
$255K
|