Purchases and Sales Made in Q2 2022 in World Gold Trust (GLDM)

This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q2 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
Aug 15, 2022 Q2 2022	Two Sigma Securities, LLC New York, NY	BUY	-	33.4K New	$1.2M - $1.31M	33.4K $1.73M
Aug 10, 2022 Q2 2022	Joseph Group Capital Management Columbus, OH	BUY	-	30.8K + 8.98%	$1.1M - $1.21M	374K $19.4M
Aug 02, 2022 Q2 2022	Requisite Capital Management, LLC	BUY	-	30.2K New	$1.08M - $1.19M	30.2K $1.57M
Jan 12, 2023 Q2 2022	Mbl Wealth, LLC Charlotte, NC	BUY	-	29.9K + 11.6%	$1.07M - $1.18M	288K $14.9M
Jul 22, 2022 Q2 2022	Jnba Financial Advisors	BUY	-	27.6K + 8.09%	$989K - $1.08M	368K $19.1M
Aug 10, 2022 Q2 2022	Capital Planning Advisors, LLC Sacramento, CA	BUY	-	25.8K + 3.55%	$925K - $1.01M	751K $38.9M
Jul 15, 2022 Q2 2022	Marino, Stram & Associates LLC	BUY	-	25.4K New	$910K - $997K	25.4K $1.31M
Aug 08, 2022 Q2 2022	Acorn Wealth Advisors, LLC Grand Blanc, MI	BUY	-	25.2K New	$902K - $989K	25.2K $1.3M
Jul 13, 2022 Q2 2022	Flagship Harbor Advisors, LLC	BUY	-	24K New	$863K - $945K	24K $1.25M
Jul 22, 2022 Q2 2022	First Hawaiian Bank	BUY	-	23.4K New	$840K - $920K	23.4K $1.21M
Aug 02, 2022 Q2 2022	American Investment Services, Inc.	BUY	-	21.7K + 2.5%	$778K - $853K	889K $46.1M
Aug 11, 2022 Q2 2022	Atria Investments LLC Charlotte, NC	BUY	-	21.5K + 52.46%	$771K - $844K	62.4K $3.24M
Aug 11, 2022 Q2 2022	Core Cap Advisors, LLC Southfield, MI	BUY	-	20.9K + 13.02%	$751K - $822K	182K $9.41M
Aug 11, 2022 Q2 2022	Congress Wealth Management LLC Boston, MA	BUY	-	20.1K + 1.1%	$722K - $791K	1.85M $95.9M
Aug 04, 2022 Q2 2022	Petix & Botte CO	BUY	-	18.8K New	$674K - $738K	18.8K $974K
Aug 12, 2022 Q2 2022	Laurel Wealth Advisors, Inc. Solana Beach, CA	BUY	-	18.1K + 6.98%	$651K - $713K	278K $14.4M
Aug 09, 2022 Q2 2022	Central Trust CO Jefferson City, MO	BUY	-	17.2K New	$616K - $675K	17.2K $891K
Aug 02, 2022 Q2 2022	Brown Advisory Inc	BUY	-	15.7K New	$562K - $616K	15.7K $812K
Sep 06, 2022 Q2 2022	Ifp Advisors, Inc	BUY	-	14.9K New	$536K - $588K	14.9K $775K
Aug 15, 2022 Q2 2022	Harbour Investments, Inc. Madison, WI	BUY	-	14.8K New	$530K - $580K	14.8K $765K
Aug 12, 2022 Q2 2022	Raymond James & Associates St Petersburg, FL	BUY	-	14.4K + 3.7%	$518K - $567K	404K $20.9M
Jul 18, 2022 Q2 2022	Householder Group Estate & Retirement Specialist, LLC	BUY	-	11.5K New	$411K - $450K	11.5K $594K
Aug 12, 2022 Q2 2022	Us Advisors Wealth Management, LLC Eden Prairie, MN	BUY	-	11K New	$396K - $434K	11K $572K
Aug 08, 2022 Q2 2022	Quent Capital, LLC	BUY	-	10.9K + 51.93%	$390K - $427K	31.8K $1.65M
Aug 16, 2022 Q2 2022	Bank Of Marin Novato, CA	BUY	-	10.4K New	$374K - $409K	10.4K $540K
Aug 04, 2022 Q2 2022	Beaumont Financial Partners, LLC	BUY	-	10.1K + 3.78%	$364K - $399K	279K $14.4M
Jul 12, 2022 Q2 2022	First Heartland Consultants, Inc.	BUY	-	10.1K New	$361K - $395K	10.1K $522K
Jul 13, 2022 Q2 2022	Cambridge Investment Research Advisors, Inc.	BUY	-	9.32K + 4.06%	$334K - $366K	239K $12.4M
Aug 08, 2022 Q2 2022	Merit Financial Group, LLC	BUY	-	8.94K + 37.45%	$321K - $351K	32.8K $1.7M
Aug 15, 2022 Q2 2022	Lido Advisors, LLC Los Angeles, CA	BUY	-	8.86K New	$318K - $348K	8.86K $459K
Aug 03, 2022 Q2 2022	Advanced Research Investment Solutions, LLC	BUY	-	8.62K + 8.38%	$309K - $339K	111K $5.78M
Jul 25, 2022 Q2 2022	Washington Trust CO	BUY	-	8.56K New	$307K - $336K	8.56K $444K
Aug 10, 2022 Q2 2022	Nottingham Advisors, Inc. Amherst, NY	BUY	-	8.15K + 2.5%	$292K - $320K	335K $17.3M
Aug 15, 2022 Q2 2022	Stansberry Asset Management, LLC New York, NY	BUY	-	7.64K + 3.5%	$274K - $300K	226K $11.7M
Aug 08, 2022 Q2 2022	Valtinson Bruner Financial Planning LLC	BUY	-	7.63K New	$274K - $300K	7.63K $395K
Jul 18, 2022 Q2 2022	First National Corp	BUY	-	7.46K New	$268K - $293K	7.46K $387K
Aug 11, 2022 Q2 2022	Total Investment Management Inc Scottsdale, AZ	BUY	-	7.33K New	$263K - $288K	7.33K $380K
Aug 01, 2022 Q2 2022	Wealth Management Solutions, LLC	BUY	-	7.16K New	$257K - $282K	7.16K $371K
Jul 13, 2022 Q2 2022	Sfg Wealth Management, Llc.	BUY	-	6.98K New	$251K - $275K	6.98K $362K
Aug 11, 2022 Q2 2022	Jpmorgan Chase & CO New York, NY	BUY	-	6.57K + 9.7%	$236K - $258K	74.3K $3.85M
Jul 18, 2022 Q2 2022	Harbor Investment Advisory, LLC	BUY	-	6.25K + 5.03%	$224K - $245K	130K $6.76M
Aug 10, 2022 Q2 2022	Lee Financial CO Dallas, TX	BUY	-	6.19K New	$222K - $243K	6.19K $321K
Aug 12, 2022 Q2 2022	Advisors Capital Management, LLC Ridgewood, NJ	BUY	-	5.8K New	$208K - $228K	5.8K $301K
Jul 15, 2022 Q2 2022	Mc Adam, LLC	BUY	-	5.7K New	$205K - $224K	5.7K $295K
Aug 16, 2022 Q2 2022	Svb Wealth LLC Boston, MA	BUY	-	5.64K New	$202K - $222K	5.64K $293K
Aug 15, 2022 Q2 2022	Equitable Holdings, Inc. New York, NY	BUY	-	5.6K New	$201K - $220K	5.6K $290K
Sep 16, 2022 Q2 2022	Private Trust CO Na	BUY	-	5.29K New	$190K - $208K	5.29K $274K
Aug 12, 2022 Q2 2022	Mml Investors Services, LLC Springfield, MA	BUY	-	5.18K + 7.47%	$186K - $204K	74.5K $3.86M
Aug 12, 2022 Q2 2022	Kestra Advisory Services, LLC	BUY	-	5.14K + 28.24%	$184K - $202K	23.3K $1.21M
Jul 22, 2022 Q2 2022	Forvis Wealth Advisors, LLC	BUY	-	4.97K + 6.2%	$178K - $195K	85.2K $4.42M

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Account

Purchases and Sales Made in Q2 2022 in World Gold Trust (GLDM)

33.4K

30.8K

30.2K

29.9K

27.6K

25.8K

25.4K

25.2K

24K

23.4K

21.7K

21.5K

20.9K

20.1K

18.8K

18.1K

17.2K

15.7K

14.9K

14.8K

14.4K

11.5K

11K

10.9K

10.4K

10.1K

10.1K

9.32K

8.94K

8.86K

8.62K

8.56K

8.15K

7.64K

7.63K

7.46K

7.33K

7.16K

6.98K

6.57K

6.25K

6.19K

5.8K

5.7K

5.64K

5.6K

5.29K

5.18K

5.14K

4.97K

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