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 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.9KNew |
$1.28M - $1.46M
|
35.9K
$1.86M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
35.5KNew |
$1.26M - $1.45M
|
35.5K
$1.84M
|
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
BUY
|
- |
33.9KNew |
$1.2M - $1.38M
|
33.9K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.9KNew |
$1.17M - $1.34M
|
32.9K
$1.71M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32.8KNew |
$1.16M - $1.34M
|
32.8K
$1.7M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
32KNew |
$1.14M - $1.3M
|
32K
$1.66M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32KNew |
$1.14M - $1.3M
|
32K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.5KNew |
$1.12M - $1.28M
|
31.5K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
27.3KNew |
$971K - $1.11M
|
27.3K
$1.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
27.1KNew |
$963K - $1.1M
|
27.1K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26.7KNew |
$951K - $1.09M
|
26.7K
$1.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
26.2KNew |
$931K - $1.07M
|
26.2K
$1.36M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.6K+ 160.19% |
$908K - $1.04M
|
41.5K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25.5KNew |
$906K - $1.04M
|
25.5K
$1.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25.5KNew |
$906K - $1.04M
|
25.5K
$1.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
24.1KNew |
$856K - $982K
|
24.1K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24KNew |
$853K - $979K
|
24K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
23.9KNew |
$848K - $973K
|
23.9K
$1.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
22.4KNew |
$796K - $913K
|
22.4K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.2KNew |
$787K - $903K
|
22.2K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
20.3KNew |
$723K - $829K
|
20.3K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19.8KNew |
$702K - $806K
|
19.8K
$1.02M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$694K - $796K
|
19.5K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
18.2K+ 663.07% |
$646K - $742K
|
20.9K
$1.09M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2KNew |
$646K - $741K
|
18.2K
$943K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
17.2KNew |
$610K - $700K
|
17.2K
$890K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
16.6KNew |
$590K - $677K
|
16.6K
$861K
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
15.2KNew |
$541K - $621K
|
15.2K
$789K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.1KNew |
$536K - $615K
|
15.1K
$782K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15KNew |
$533K - $611K
|
15K
$777K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14.4KNew |
$512K - $587K
|
14.4K
$747K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
14.4KNew |
$511K - $586K
|
14.4K
$746K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
14.2KNew |
$505K - $579K
|
14.2K
$737K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.1KNew |
$501K - $574K
|
14.1K
$730K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
13.8KNew |
$490K - $563K
|
13.8K
$715K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.7K+ 72.13% |
$488K - $560K
|
32.8K
$1.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$458K - $526K
|
12.9K
$669K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.8KNew |
$455K - $521K
|
12.8K
$663K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.3KNew |
$438K - $502K
|
12.3K
$639K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12KNew |
$426K - $489K
|
12K
$622K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
12KNew |
$425K - $488K
|
12K
$620K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
11.9KNew |
$424K - $486K
|
11.9K
$618K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3KNew |
$401K - $460K
|
11.3K
$585K
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
BUY
|
- |
11.1KNew |
$396K - $454K
|
11.1K
$577K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.8KNew |
$382K - $438K
|
10.8K
$557K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.85KNew |
$350K - $402K
|
9.85K
$511K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.69KNew |
$344K - $395K
|
9.69K
$502K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.42KNew |
$335K - $384K
|
9.42K
$488K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
8.93KNew |
$317K - $364K
|
8.93K
$463K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
8.72KNew |
$310K - $356K
|
8.72K
$452K
|