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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-601- 2.88% |
$21.6K - $23.8K
|
20.2K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-762- 2.38% |
$27.4K - $30.2K
|
31.3K
$1.62M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-824- 6.74% |
$29.6K - $32.7K
|
11.4K
$591K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-830- 1.08% |
$29.8K - $32.9K
|
76.1K
$3.95M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.01K- 27.44% |
$36.2K - $40K
|
2.67K
$138K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.03K- 1.85% |
$37.1K - $41K
|
54.7K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 97.23% |
$37.9K - $41.8K
|
30
$1.56K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 16.49% |
$38.4K - $42.3K
|
5.4K
$280K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.12K- 74.25% |
$40.2K - $44.4K
|
388
$20.1K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.19K- 7.05% |
$42.6K - $47K
|
15.6K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-1.38K- 9.18% |
$49.5K - $54.6K
|
13.6K
$706K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.51K- 2.83% |
$54.1K - $59.7K
|
51.8K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.58K- 8.06% |
$56.8K - $62.7K
|
18K
$934K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.75K- 24.44% |
$63.1K - $69.6K
|
5.42K
$281K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.76K- 97.77% |
$63.1K - $69.6K
|
40
$2.07K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.79K- 10.49% |
$64.3K - $71K
|
15.3K
$791K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.86K- 2.36% |
$66.9K - $73.8K
|
77K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.87K- 3.63% |
$67.2K - $74.1K
|
49.6K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 87.6% |
$74.1K - $81.8K
|
292
$15.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.24K- 1.48% |
$80.3K - $88.6K
|
148K
$7.69M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.66K- 5.14% |
$95.7K - $106K
|
49.1K
$2.55M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.8K- 0.93% |
$101K - $111K
|
299K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-3K- 4.02% |
$108K - $119K
|
71.6K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.13K- 0.47% |
$113K - $124K
|
667K
$34.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.38K- 27.34% |
$121K - $134K
|
8.98K
$466K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.6K- 1.29% |
$130K - $143K
|
276K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.87K- 38.65% |
$139K - $154K
|
6.15K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.04K- 46.35% |
$145K - $160K
|
4.68K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-4.11K- 3.32% |
$148K - $163K
|
120K
$6.21M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.59K- 2.76% |
$165K - $182K
|
162K
$8.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.96K- 9.42% |
$178K - $197K
|
47.7K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5.01K- 37.79% |
$180K - $199K
|
8.24K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.18K- 0.98% |
$186K - $205K
|
524K
$27.1M
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-5.48K- 4.18% |
$197K - $217K
|
126K
$6.52M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.14K- 1.62% |
$221K - $243K
|
372K
$19.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-6.32K- 4.61% |
$227K - $251K
|
131K
$6.78M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-6.63K- 24.88% |
$238K - $263K
|
20K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.74K- 0.49% |
$242K - $267K
|
1.38M
$71.3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-7.45K- 3.46% |
$268K - $296K
|
208K
$10.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-7.7K- 7.84% |
$277K - $305K
|
90.6K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.04K- 10.01% |
$289K - $319K
|
72.3K
$3.75M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-8.55K- 99.89% |
$307K - $339K
|
9
$467
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 6.74% |
$371K - $410K
|
143K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.6K- 14.14% |
$379K - $418K
|
64.1K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-12K- 12.97% |
$431K - $476K
|
80.5K
$4.17M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 27.43% |
$465K - $513K
|
34.2K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-13K- 12.84% |
$467K - $516K
|
88.2K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-14.7K- 1.41% |
$528K - $582K
|
1.03M
$53.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-16.1K- 66.03% |
$579K - $639K
|
8.29K
$430K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17K- 4.84% |
$612K - $676K
|
335K
$17.4M
|