Purchases and Sales Made in Q1 2023 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43.8KNew |
$1.58M - $1.74M
|
43.8K
$2.27M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.9K+ 261.07% |
$1.47M - $1.62M
|
56.5K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
37.2KNew |
$1.34M - $1.48M
|
37.2K
$1.93M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
36.7KNew |
$1.32M - $1.46M
|
36.7K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
36.2K+ 48.38% |
$1.3M - $1.43M
|
111K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$1.19M - $1.31M
|
33.1K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.1KNew |
$1.15M - $1.27M
|
32.1K
$1.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
31.2KNew |
$1.12M - $1.24M
|
31.2K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
29.5KNew |
$1.06M - $1.17M
|
29.5K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.2K+ 51.21% |
$1.01M - $1.12M
|
83.3K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
25.9KNew |
$930K - $1.03M
|
25.9K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.9KNew |
$893K - $986K
|
24.9K
$1.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
24.1KNew |
$868K - $958K
|
24.1K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
23.9KNew |
$857K - $946K
|
23.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$841K - $928K
|
23.4K
$1.21M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20.3K+ 14.52% |
$730K - $806K
|
160K
$8.31M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
19.1KNew |
$687K - $758K
|
19.1K
$991K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.1K+ 4.1% |
$686K - $756K
|
484K
$25.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
16.9K+ 3.26% |
$609K - $672K
|
537K
$27.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 5.04% |
$590K - $651K
|
342K
$17.7M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
15.7KNew |
$565K - $624K
|
15.7K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$525K - $579K
|
14.6K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.5K+ 35.45% |
$487K - $537K
|
51.8K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.9K+ 3.67% |
$464K - $511K
|
365K
$18.9M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12.9KNew |
$462K - $510K
|
12.9K
$666K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$448K - $494K
|
12.5K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.3KNew |
$443K - $489K
|
12.3K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.3K+ 149.21% |
$442K - $488K
|
20.6K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
12.1KNew |
$436K - $481K
|
12.1K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8KNew |
$423K - $467K
|
11.8K
$611K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
9.29KNew |
$334K - $369K
|
9.29K
$482K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.18KNew |
$330K - $364K
|
9.18K
$476K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
8.55K+ 94988.89% |
$307K - $339K
|
8.56K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.42K+ 56.42% |
$303K - $334K
|
23.4K
$1.21M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.42K+ 56.42% |
$303K - $334K
|
23.4K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.32KNew |
$299K - $330K
|
8.32K
$431K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.75KNew |
$278K - $307K
|
7.75K
$402K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
7.41KNew |
$266K - $294K
|
7.41K
$384K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.27KNew |
$261K - $288K
|
7.27K
$377K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.23K+ 64.68% |
$260K - $287K
|
18.4K
$955K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
7.2K+ 12.32% |
$259K - $285K
|
65.6K
$3.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.12KNew |
$256K - $282K
|
7.12K
$369K
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6.72K+ 27.92% |
$242K - $267K
|
30.8K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.61K+ 3.56% |
$238K - $262K
|
192K
$9.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$226K - $250K
|
6.3K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.19KNew |
$222K - $245K
|
6.19K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.11KNew |
$219K - $242K
|
6.11K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.83K+ 8.58% |
$209K - $231K
|
73.7K
$3.82M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.78K+ 5.27% |
$208K - $229K
|
115K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.76KNew |
$207K - $228K
|
5.76K
$299K
|