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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.94K+ 4.77% |
$144K - $154K
|
86.5K
$4.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 10.97% |
$143K - $153K
|
39.4K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.85K+ 1.98% |
$141K - $151K
|
198K
$10.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.69K+ 8.4% |
$135K - $145K
|
47.6K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 47.74% |
$129K - $138K
|
10.9K
$563K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.5K+ 5.13% |
$128K - $137K
|
71.7K
$3.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.35K+ 5.27% |
$123K - $132K
|
67K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.33K+ 7.33% |
$122K - $131K
|
48.8K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.2K+ 407.64% |
$117K - $126K
|
3.99K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.2K+ 4.04% |
$117K - $126K
|
82.3K
$4.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.18K+ 4.53% |
$116K - $125K
|
73.3K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.99K+ 4.47% |
$110K - $117K
|
69.9K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 2.18% |
$108K - $116K
|
138K
$7.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.89K+ 0.28% |
$106K - $113K
|
1.02M
$52.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.85K+ 3.0% |
$104K - $112K
|
97.9K
$5.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.45K+ 0.13% |
$89.7K - $96K
|
1.82M
$94.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.29K+ 2.97% |
$84.1K - $90K
|
79.4K
$4.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.28K+ 8.23% |
$83.6K - $89.5K
|
30K
$1.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.21K+ 8.36% |
$81.1K - $86.9K
|
28.7K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.13K+ 9.37% |
$78.2K - $83.7K
|
24.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
2.01KNew |
$73.8K - $79K
|
2.01K
$104K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.98K+ 1.78% |
$72.4K - $77.6K
|
113K
$5.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.7K+ 471.47% |
$62.4K - $66.8K
|
2.06K
$107K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.68K+ 5.9% |
$61.6K - $66K
|
30.2K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.67K+ 2.34% |
$61K - $65.4K
|
72.9K
$3.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.66K+ 3.38% |
$60.8K - $65.1K
|
50.8K
$2.63M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.52K+ 3313.04% |
$55.9K - $59.8K
|
1.57K
$81.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.52K+ 3313.04% |
$55.9K - $59.8K
|
1.57K
$81.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.5K+ 14.14% |
$55K - $58.9K
|
12.1K
$628K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.49K+ 23.19% |
$54.7K - $58.5K
|
7.92K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.29K+ 32.35% |
$47.4K - $50.7K
|
5.29K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.25K+ 1200.96% |
$45.8K - $49K
|
1.35K
$70.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.17K+ 10.42% |
$43K - $46K
|
12.4K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.01K+ 0.09% |
$37.1K - $39.7K
|
1.15M
$59.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 1.44% |
$36.8K - $39.4K
|
70.6K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
898+ 1.35% |
$32.9K - $35.2K
|
67.5K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
817New |
$30K - $32.1K
|
817
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
793+ 1.91% |
$29.1K - $31.1K
|
42.4K
$2.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
792+ 3.58% |
$29K - $31.1K
|
22.9K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
756+ 9.12% |
$27.7K - $29.7K
|
9.04K
$469K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
635+ 3.85% |
$23.3K - $24.9K
|
17.1K
$887K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
618+ 11.26% |
$22.7K - $24.3K
|
6.11K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
560New |
$20.5K - $22K
|
560
$29K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
550+ 611.11% |
$20.2K - $21.6K
|
640
$33.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
541+ 0.96% |
$19.8K - $21.2K
|
57K
$2.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
525+ 0.65% |
$19.2K - $20.6K
|
81K
$4.2M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500+ 83.33% |
$18.3K - $19.6K
|
1.1K
$57K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
485+ 0.67% |
$17.8K - $19K
|
72.5K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
450+ 4.19% |
$16.5K - $17.7K
|
11.2K
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
445+ 3.41% |
$16.3K - $17.5K
|
13.5K
$699K
|