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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-10.9K- 3.96% |
$413K - $444K
|
265K
$13.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.1K- 10.28% |
$420K - $451K
|
96.7K
$5.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.4K- 0.68% |
$468K - $503K
|
1.81M
$94M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.5K- 2.33% |
$587K - $631K
|
651K
$33.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-16.5K- 3.68% |
$623K - $669K
|
431K
$22.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-17.6K- 4.48% |
$665K - $714K
|
374K
$19.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-17.8K- 4.95% |
$676K - $726K
|
343K
$17.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-18.4K- 3.43% |
$697K - $748K
|
518K
$26.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-24.3K- 7.17% |
$919K - $988K
|
315K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-27.6K- 83.41% |
$1.04M - $1.12M
|
5.49K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-32.4K- 7.0% |
$1.23M - $1.32M
|
430K
$22.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-32.7K- 12.67% |
$1.24M - $1.33M
|
225K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-37.9K- 76.45% |
$1.43M - $1.54M
|
11.7K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.2K- 14.68% |
$1.9M - $2.04M
|
292K
$15.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.7K- 8.25% |
$1.92M - $2.06M
|
564K
$29.2M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-51.9K- 22.03% |
$1.96M - $2.11M
|
184K
$9.52M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-53.2K- 5.93% |
$2.01M - $2.16M
|
844K
$43.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.3K- 20.85% |
$2.7M - $2.9M
|
271K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-89K- 6.48% |
$3.37M - $3.62M
|
1.29M
$66.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-125K- 17.64% |
$4.74M - $5.09M
|
584K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-174K- 14.47% |
$6.6M - $7.09M
|
1.03M
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-378K- 11.71% |
$14.3M - $15.4M
|
2.85M
$148M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-774K- 19.59% |
$29.3M - $31.5M
|
3.18M
$165M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.18M- 69.24% |
$44.8M - $48.2M
|
526K
$27.3M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.67M- 97.45% |
$215M - $230M
|
148K
$7.69M
|