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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
439+ 5.33% |
$16.1K - $17.2K
|
8.68K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
395+ 5.65% |
$14.5K - $15.5K
|
7.38K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
372+ 1.71% |
$13.6K - $14.6K
|
22.1K
$1.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
368+ 14.0% |
$13.5K - $14.4K
|
3K
$155K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
368+ 30.29% |
$13.5K - $14.4K
|
1.58K
$82.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
353+ 0.64% |
$12.9K - $13.9K
|
55.7K
$2.89M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
296+ 0.58% |
$10.9K - $11.6K
|
51K
$2.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
265+ 93.97% |
$9.71K - $10.4K
|
547
$28.4K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
242+ 0.28% |
$8.87K - $9.5K
|
85.7K
$4.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
180+ 180.0% |
$6.6K - $7.07K
|
280
$14.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178New |
$6.53K - $6.99K
|
178
$9.23K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
140New |
$5.13K - $5.5K
|
140
$7.26K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
130+ 7.62% |
$4.77K - $5.1K
|
1.84K
$95.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
129+ 0.19% |
$4.73K - $5.06K
|
66.6K
$3.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
118+ 1.07% |
$4.33K - $4.63K
|
11.2K
$580K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.15% |
$4.25K - $4.55K
|
79.2K
$4.11M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$3.59K - $3.85K
|
98
$5.08K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
89+ 1.46% |
$3.26K - $3.49K
|
6.19K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
75+ 0.27% |
$2.75K - $2.94K
|
27.6K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
72New |
$2.64K - $2.83K
|
72
$3.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
67+ 0.3% |
$2.46K - $2.63K
|
22.4K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 1.44% |
$1.25K - $1.33K
|
2.4K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.4% |
$1.25K - $1.33K
|
8.63K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31New |
$1.14K - $1.22K
|
31
$1.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
20New |
$733 - $785
|
20
$1.04K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
20+ 0.26% |
$733 - $785
|
7.84K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
19+ 0.37% |
$697 - $746
|
5.12K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
18New |
$660 - $707
|
18
$933
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 43.33% |
$477 - $510
|
43
$2.23K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 366.67% |
$403 - $432
|
14
$726
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.23% |
$220 - $236
|
2.57K
$133K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-24- 1.8% |
$880 - $942
|
1.31K
$68.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-61- 0.85% |
$2.24K - $2.39K
|
7.1K
$368K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-70- 0.35% |
$2.57K - $2.75K
|
19.9K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-77- 0.6% |
$2.82K - $3.02K
|
12.8K
$666K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
SELL
|
- |
-118- 1.61% |
$4.33K - $4.63K
|
7.21K
$374K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-118- 1.61% |
$4.33K - $4.63K
|
7.21K
$374K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-121- 0.11% |
$4.44K - $4.75K
|
111K
$5.76M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-126- 4.63% |
$4.62K - $4.95K
|
2.59K
$134K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-144- 25.76% |
$5.28K - $5.65K
|
415
$21.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-152- 2.46% |
$5.57K - $5.97K
|
6.03K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-191- 2.32% |
$7K - $7.5K
|
8.04K
$417K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-203- 78.68% |
$7.44K - $7.97K
|
55
$2.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-229- 47.12% |
$8.4K - $8.99K
|
257
$13.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-350- 1.68% |
$12.8K - $13.7K
|
20.5K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-374- 32.19% |
$13.7K - $14.7K
|
788
$40.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-381- 1.16% |
$14K - $15K
|
32.6K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-405- 5.41% |
$14.8K - $15.9K
|
7.08K
$367K
|