Purchases and Sales Made in Q2 2023 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26K+ 18.56% |
$983K - $1.06M
|
166K
$8.6M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.5K+ 42.55% |
$965K - $1.04M
|
85.4K
$4.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.8K+ 30.83% |
$940K - $1.01M
|
105K
$5.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
24.4K+ 3.84% |
$924K - $993K
|
660K
$34.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
23.7K+ 3.8% |
$897K - $963K
|
648K
$33.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
23.2KNew |
$880K - $945K
|
23.2K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 28.02% |
$767K - $824K
|
92.6K
$4.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20.2K+ 4.25% |
$764K - $821K
|
495K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
19.4K+ 100.0% |
$733K - $787K
|
38.7K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17.9K+ 1.3% |
$677K - $727K
|
1.39M
$72.2M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.7KNew |
$669K - $719K
|
17.7K
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 421.24% |
$617K - $663K
|
20.2K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
16.2KNew |
$614K - $659K
|
16.2K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.6KNew |
$590K - $634K
|
15.6K
$808K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.4KNew |
$582K - $625K
|
15.4K
$796K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.9K+ 0.28% |
$563K - $605K
|
5.25M
$272M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
14.8K+ 4.13% |
$558K - $600K
|
371K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 25.95% |
$555K - $597K
|
71.2K
$3.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$544K - $584K
|
14.4K
$744K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
13.8K+ 11.71% |
$522K - $561K
|
132K
$6.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.6KNew |
$514K - $553K
|
13.6K
$704K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
12.6KNew |
$476K - $512K
|
12.6K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.4K+ 60.32% |
$469K - $504K
|
33K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 94.17% |
$444K - $477K
|
24.2K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.2KNew |
$426K - $457K
|
11.2K
$583K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11K+ 46.12% |
$416K - $447K
|
34.9K
$1.81M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
10.8K+ 23.06% |
$409K - $440K
|
57.7K
$2.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
10.8K+ 23.06% |
$409K - $440K
|
57.7K
$2.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$403K - $433K
|
10.7K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.6K+ 28.91% |
$402K - $431K
|
47.3K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10.6K+ 20.12% |
$400K - $430K
|
63.1K
$3.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 16.05% |
$392K - $421K
|
74.8K
$3.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.1K+ 3.02% |
$383K - $412K
|
345K
$17.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.91K+ 13.03% |
$375K - $403K
|
86K
$4.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.63K+ 8.41% |
$327K - $351K
|
111K
$5.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.29KNew |
$314K - $337K
|
8.29K
$429K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.2KNew |
$310K - $333K
|
8.2K
$425K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7.59K+ 904.53% |
$287K - $309K
|
8.43K
$437K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.35KNew |
$278K - $299K
|
7.35K
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.05K+ 5.39% |
$267K - $287K
|
138K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.69K+ 56.83% |
$253K - $272K
|
18.5K
$958K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.63K+ 64.97% |
$251K - $270K
|
16.8K
$872K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$248K - $266K
|
6.54K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6.5K+ 21.1% |
$246K - $264K
|
37.3K
$1.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.43KNew |
$243K - $262K
|
6.43K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.42KNew |
$243K - $261K
|
6.42K
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.31KNew |
$239K - $256K
|
6.31K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5.6K+ 1.51% |
$212K - $228K
|
377K
$19.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.49KNew |
$208K - $223K
|
5.49K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.48K+ 35.94% |
$208K - $223K
|
20.7K
$1.08M
|