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 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.35KNew |
$297K - $341K
|
8.35K
$433K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
8.26KNew |
$293K - $337K
|
8.26K
$428K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
7.18KNew |
$255K - $293K
|
7.18K
$372K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.83KNew |
$243K - $278K
|
6.83K
$354K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.36KNew |
$226K - $259K
|
6.36K
$329K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.34KNew |
$225K - $258K
|
6.34K
$329K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.32KNew |
$225K - $258K
|
6.32K
$328K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.99KNew |
$213K - $244K
|
5.99K
$310K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.88KNew |
$209K - $240K
|
5.88K
$305K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
5.85KNew |
$208K - $239K
|
5.85K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
5.75KNew |
$204K - $234K
|
5.75K
$298K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.63KNew |
$200K - $230K
|
5.63K
$292K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.56KNew |
$197K - $227K
|
5.56K
$288K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.52KNew |
$196K - $225K
|
5.52K
$286K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.94KNew |
$176K - $201K
|
4.94K
$256K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.53KNew |
$161K - $185K
|
4.53K
$235K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.83KNew |
$136K - $156K
|
3.83K
$198K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
3.8KNew |
$135K - $155K
|
3.8K
$197K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.34KNew |
$119K - $136K
|
3.34K
$173K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63K+ 21.31% |
$93.3K - $107K
|
14.9K
$775K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.39KNew |
$85K - $97.5K
|
2.39K
$124K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.13KNew |
$75.7K - $86.8K
|
2.13K
$110K
|
|
|
Apr 05, 2022
Q1 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$73.2K - $84K
|
2.06K
$107K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.05KNew |
$72.8K - $83.5K
|
2.05K
$106K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.95K+ 72.78% |
$69.3K - $79.5K
|
4.63K
$240K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.87KNew |
$66.6K - $76.4K
|
1.87K
$97.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.71KNew |
$60.7K - $69.6K
|
1.71K
$88.5K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.68KNew |
$59.6K - $68.4K
|
1.68K
$86.9K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$53.3K - $61.2K
|
1.5K
$77.8K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
1.34KNew |
$47.7K - $54.7K
|
1.34K
$69.6K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.31KNew |
$46.6K - $53.5K
|
1.31K
$68K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$38K - $43.5K
|
1.07K
$55.4K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$37.4K - $42.9K
|
1.05K
$54.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
957New |
$34K - $39K
|
957
$49.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
804New |
$28.6K - $32.8K
|
804
$41.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
732New |
$26K - $29.8K
|
732
$37.9K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
729New |
$25.9K - $29.7K
|
729
$37.8K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
710New |
$25.2K - $28.9K
|
710
$36.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
577New |
$20.5K - $23.5K
|
577
$29.9K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
393New |
$14K - $16K
|
393
$20.4K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
381New |
$13.5K - $15.5K
|
381
$19.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
266New |
$9.45K - $10.8K
|
266
$13.8K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
199New |
$7.07K - $8.11K
|
199
$10.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
191New |
$6.79K - $7.79K
|
191
$9.9K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
160New |
$5.69K - $6.52K
|
160
$8.29K
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
145New |
$5.15K - $5.91K
|
145
$7.52K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
127New |
$4.51K - $5.18K
|
127
$6.58K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
125New |
$4.44K - $5.1K
|
125
$6.48K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
99New |
$3.52K - $4.04K
|
99
$5.13K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86New |
$3.06K - $3.51K
|
86
$4.46K
|