Purchases and Sales Made in Q3 2023 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.48M+ 657.37% |
$54.3M - $58.2M
|
1.71M
$88.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02MNew |
$37.6M - $40.2M
|
1.02M
$53.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1M+ 6.94% |
$36.7M - $39.3M
|
15.4M
$798M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
662K+ 84.5% |
$24.3M - $26M
|
1.45M
$74.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
429K+ 15.13% |
$15.7M - $16.8M
|
3.27M
$169M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
383KNew |
$14.1M - $15M
|
383K
$19.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
352K+ 6.44% |
$12.9M - $13.8M
|
5.81M
$301M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
335K+ 20.07% |
$12.3M - $13.1M
|
2M
$104M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
291K+ 63.43% |
$10.7M - $11.4M
|
749K
$38.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
191K+ 6.28% |
$7.01M - $7.51M
|
3.24M
$168M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
183K+ 3.48% |
$6.7M - $7.18M
|
5.43M
$282M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
165K+ 12.86% |
$6.05M - $6.48M
|
1.45M
$75.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
164K+ 8.07% |
$6.01M - $6.43M
|
2.2M
$114M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
160KNew |
$5.86M - $6.27M
|
160K
$8.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
143KNew |
$5.24M - $5.61M
|
143K
$7.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
140KNew |
$5.15M - $5.51M
|
140K
$7.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
130KNew |
$4.77M - $5.1M
|
130K
$6.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
128K+ 12.47% |
$4.71M - $5.04M
|
1.16M
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123K+ 4.41% |
$4.51M - $4.83M
|
2.91M
$151M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
108KNew |
$3.97M - $4.25M
|
108K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98K+ 221.49% |
$3.59M - $3.85M
|
142K
$7.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
97.5KNew |
$3.57M - $3.83M
|
97.5K
$5.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
95K+ 56.38% |
$3.48M - $3.73M
|
264K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
85.5KNew |
$3.14M - $3.36M
|
85.5K
$4.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
82.5K+ 59.88% |
$3.02M - $3.24M
|
220K
$11.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
81.1K+ 9.83% |
$2.97M - $3.18M
|
906K
$47M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79K+ 21.61% |
$2.9M - $3.1M
|
445K
$23.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.8K+ 8.33% |
$2.63M - $2.82M
|
933K
$48.4M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
71.7KNew |
$2.63M - $2.81M
|
71.7K
$3.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
66.2K+ 5.34% |
$2.43M - $2.6M
|
1.31M
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
65.5K+ 2.69% |
$2.4M - $2.57M
|
2.5M
$129M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65.5KNew |
$2.4M - $2.57M
|
65.5K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62.3KNew |
$2.28M - $2.45M
|
62.3K
$3.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
56.3KNew |
$2.06M - $2.21M
|
56.3K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.6KNew |
$1.96M - $2.1M
|
53.6K
$2.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
46.6KNew |
$1.71M - $1.83M
|
46.6K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.9K+ 4.59% |
$1.65M - $1.76M
|
1.02M
$53.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
42K+ 8.48% |
$1.54M - $1.65M
|
537K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.5KNew |
$1.45M - $1.55M
|
39.5K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
38.3KNew |
$1.4M - $1.5M
|
38.3K
$1.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
32.7KNew |
$1.2M - $1.29M
|
32.7K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.5K+ 38.36% |
$1.05M - $1.12M
|
103K
$5.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27.8KNew |
$1.02M - $1.09M
|
27.8K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26.5K+ 55.38% |
$971K - $1.04M
|
74.3K
$3.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
24.5K+ 3.78% |
$897K - $961K
|
672K
$34.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.4K+ 4.73% |
$894K - $957K
|
540K
$28M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23.9K+ 1.71% |
$876K - $938K
|
1.42M
$73.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.5K+ 75.78% |
$861K - $922K
|
54.5K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.1K+ 3.55% |
$848K - $908K
|
674K
$35M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
22.3KNew |
$818K - $876K
|
22.3K
$1.16M
|