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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
183KNew |
$6.5M - $7.45M
|
183K
$9.48M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
173KNew |
$6.13M - $7.03M
|
173K
$8.95M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172KNew |
$6.12M - $7.02M
|
172K
$8.93M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
163KNew |
$5.78M - $6.64M
|
163K
$8.44M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161KNew |
$5.71M - $6.55M
|
161K
$8.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
146KNew |
$5.2M - $5.96M
|
146K
$7.58M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
140KNew |
$4.96M - $5.69M
|
140K
$7.23M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
139KNew |
$4.94M - $5.66M
|
139K
$7.2M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
129KNew |
$4.58M - $5.25M
|
129K
$6.68M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128KNew |
$4.55M - $5.21M
|
128K
$6.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124KNew |
$4.41M - $5.06M
|
124K
$6.44M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
123KNew |
$4.37M - $5.01M
|
123K
$6.37M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
118KNew |
$4.19M - $4.8M
|
118K
$6.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
114KNew |
$4.05M - $4.65M
|
114K
$5.91M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109KNew |
$3.86M - $4.43M
|
109K
$5.64M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
108KNew |
$3.82M - $4.38M
|
108K
$5.57M
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
105KNew |
$3.73M - $4.28M
|
105K
$5.44M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
104KNew |
$3.7M - $4.24M
|
104K
$5.39M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
103KNew |
$3.66M - $4.19M
|
103K
$5.33M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
102KNew |
$3.63M - $4.17M
|
102K
$5.3M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
102KNew |
$3.63M - $4.16M
|
102K
$5.29M
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
99.1KNew |
$3.52M - $4.04M
|
99.1K
$5.14M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
98.8KNew |
$3.51M - $4.03M
|
98.8K
$5.12M
|
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
87.7KNew |
$3.12M - $3.57M
|
87.7K
$4.54M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
85KNew |
$3.02M - $3.46M
|
85K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83KNew |
$2.95M - $3.38M
|
83K
$4.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
82.1KNew |
$2.92M - $3.35M
|
82.1K
$4.26M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
80.2KNew |
$2.85M - $3.27M
|
80.2K
$4.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
79KNew |
$2.81M - $3.22M
|
79K
$4.09M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
72.8KNew |
$2.59M - $2.97M
|
72.8K
$3.77M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70.1KNew |
$2.49M - $2.86M
|
70.1K
$3.63M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.3KNew |
$2.46M - $2.83M
|
69.3K
$3.59M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
69.3KNew |
$2.46M - $2.83M
|
69.3K
$3.59M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
69.1KNew |
$2.46M - $2.82M
|
69.1K
$3.58M
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
68.9KNew |
$2.45M - $2.81M
|
68.9K
$3.57M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.7KNew |
$2.41M - $2.76M
|
67.7K
$3.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66.1KNew |
$2.35M - $2.69M
|
66.1K
$3.43M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.6KNew |
$2.26M - $2.59M
|
63.6K
$3.3M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
63.3KNew |
$2.25M - $2.58M
|
63.3K
$3.28M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
61.5KNew |
$2.19M - $2.51M
|
61.5K
$3.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
57.1KNew |
$2.03M - $2.33M
|
57.1K
$2.96M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
56.7KNew |
$2.02M - $2.31M
|
56.7K
$2.94M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
56.7KNew |
$2.01M - $2.31M
|
56.7K
$2.94M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
55K+ 1.89% |
$1.95M - $2.24M
|
2.97M
$154M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.8KNew |
$1.77M - $2.03M
|
49.8K
$2.58M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
47KNew |
$1.67M - $1.92M
|
47K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45.4KNew |
$1.61M - $1.85M
|
45.4K
$2.35M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.9KNew |
$1.46M - $1.67M
|
40.9K
$2.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
40.7KNew |
$1.45M - $1.66M
|
40.7K
$2.11M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37KNew |
$1.31M - $1.51M
|
37K
$1.92M
|