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 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 22.89% |
$688K - $759K
|
64.5K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.3K- 8.51% |
$836K - $922K
|
250K
$13M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-23.6K- 6.2% |
$847K - $934K
|
357K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.6K- 5.25% |
$921K - $1.02M
|
463K
$24M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.9K- 99.52% |
$1.25M - $1.38M
|
169
$8.76K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37K- 9.68% |
$1.33M - $1.47M
|
345K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-39.6K- 1.21% |
$1.42M - $1.57M
|
3.23M
$168M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-48.8K- 60.22% |
$1.75M - $1.93M
|
32.2K
$1.67M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-49.1K- 17.26% |
$1.77M - $1.95M
|
236K
$12.2M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-52K- 52.61% |
$1.87M - $2.06M
|
46.9K
$2.43M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58K- 88.23% |
$2.09M - $2.3M
|
7.75K
$402K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-58.6K- 11.58% |
$2.11M - $2.33M
|
448K
$23.2M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-58.6K- 11.58% |
$2.11M - $2.33M
|
448K
$23.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-65.7K- 3.7% |
$2.36M - $2.61M
|
1.71M
$88.7M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-70.4K- 21.44% |
$2.53M - $2.79M
|
258K
$13.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-98.7K- 17.67% |
$3.55M - $3.92M
|
460K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-107K- 90.78% |
$3.85M - $4.25M
|
10.9K
$565K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-120K- 51.98% |
$4.31M - $4.76M
|
111K
$5.74M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-167K- 49.45% |
$6.01M - $6.63M
|
171K
$8.86M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-180K- 11.59% |
$6.47M - $7.14M
|
1.37M
$71.2M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-314K- 20.65% |
$11.3M - $12.4M
|
1.2M
$62.4M
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-604K- 11.54% |
$21.7M - $24M
|
4.63M
$240M
|