Purchases and Sales Made in Q1 2022 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
5.74MNew |
$204M - $234M
|
5.74M
$298M
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.53MNew |
$196M - $225M
|
5.53M
$287M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.31MNew |
$153M - $176M
|
4.31M
$224M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.05MNew |
$144M - $165M
|
4.05M
$210M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.59MNew |
$127M - $146M
|
3.59M
$186M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.97MNew |
$106M - $121M
|
2.97M
$154M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
2.82MNew |
$100M - $115M
|
2.82M
$146M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83MNew |
$65.1M - $74.6M
|
1.83M
$94.9M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.72MNew |
$61.3M - $70.3M
|
1.72M
$89.4M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.56MNew |
$55.5M - $63.7M
|
1.56M
$81M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.55MNew |
$55.2M - $63.3M
|
1.55M
$80.5M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.25MNew |
$44.3M - $50.8M
|
1.25M
$64.6M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.24MNew |
$44.2M - $50.7M
|
1.24M
$64.5M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.11MNew |
$39.4M - $45.3M
|
1.11M
$57.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01MNew |
$36M - $41.3M
|
1.01M
$52.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
989KNew |
$35.1M - $40.3M
|
989K
$51.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
920KNew |
$32.7M - $37.5M
|
920K
$47.7M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
867KNew |
$30.8M - $35.3M
|
867K
$44.9M
|
|
|
May 13, 2022
Q1 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
866KNew |
$30.8M - $35.3M
|
866K
$44.9M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
846KNew |
$30.1M - $34.5M
|
846K
$43.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
760KNew |
$27M - $31M
|
760K
$39.4M
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
725KNew |
$25.8M - $29.6M
|
725K
$37.6M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
648KNew |
$23M - $26.4M
|
648K
$33.6M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
640KNew |
$22.7M - $26.1M
|
640K
$33.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
602KNew |
$21.4M - $24.5M
|
602K
$31.2M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
547KNew |
$19.5M - $22.3M
|
547K
$28.4M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
543KNew |
$19.3M - $22.2M
|
543K
$28.2M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
505KNew |
$17.9M - $20.6M
|
505K
$26.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
393KNew |
$14M - $16M
|
393K
$20.4M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
390KNew |
$13.8M - $15.9M
|
390K
$20.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
350KNew |
$12.4M - $14.3M
|
350K
$18.2M
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
343KNew |
$12.2M - $14M
|
343K
$17.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
341KNew |
$12.1M - $13.9M
|
341K
$17.7M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
326KNew |
$11.6M - $13.3M
|
326K
$16.9M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
312KNew |
$11.1M - $12.7M
|
312K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
299KNew |
$10.6M - $12.2M
|
299K
$15.5M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
294KNew |
$10.4M - $12M
|
294K
$15.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
294KNew |
$10.4M - $12M
|
294K
$15.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
278KNew |
$9.88M - $11.3M
|
278K
$14.4M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
274KNew |
$9.74M - $11.2M
|
274K
$14.2M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
273KNew |
$9.71M - $11.1M
|
273K
$14.2M
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
272KNew |
$9.65M - $11.1M
|
272K
$14.1M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
271KNew |
$9.64M - $11.1M
|
271K
$14.1M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
268KNew |
$9.54M - $10.9M
|
268K
$13.9M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
260KNew |
$9.24M - $10.6M
|
260K
$13.5M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
258KNew |
$9.17M - $10.5M
|
258K
$13.4M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
230KNew |
$8.16M - $9.36M
|
230K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
219KNew |
$7.77M - $8.91M
|
219K
$11.3M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
197KNew |
$7M - $8.03M
|
197K
$10.2M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
187KNew |
$6.65M - $7.63M
|
187K
$9.7M
|