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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-416- 6.82% |
$15.3K - $16.3K
|
5.69K
$295K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-418- 0.49% |
$15.3K - $16.4K
|
85.6K
$4.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-491- 9.12% |
$18K - $19.3K
|
4.89K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-505- 1.48% |
$18.5K - $19.8K
|
33.7K
$1.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-572- 2.36% |
$21K - $22.5K
|
23.7K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-576- 1.46% |
$21.1K - $22.6K
|
39K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-616- 7.46% |
$22.6K - $24.2K
|
7.64K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-643- 4.34% |
$23.6K - $25.2K
|
14.2K
$735K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-703- 5.75% |
$25.8K - $27.6K
|
11.5K
$598K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-757- 0.81% |
$27.8K - $29.7K
|
93.1K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-839- 0.74% |
$30.8K - $32.9K
|
112K
$5.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-853- 0.59% |
$31.3K - $33.5K
|
145K
$7.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-859- 1.2% |
$31.5K - $33.7K
|
70.8K
$3.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-925- 1.96% |
$33.9K - $36.3K
|
46.4K
$2.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-980- 14.98% |
$35.9K - $38.5K
|
5.56K
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 3.49% |
$40.9K - $43.8K
|
30.9K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.18K- 10.13% |
$43.4K - $46.4K
|
10.5K
$544K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.28K- 7.87% |
$46.7K - $50K
|
14.9K
$774K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 1.73% |
$47.7K - $51K
|
74K
$3.84M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.4K- 87.49% |
$51.3K - $54.9K
|
200
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 76.0% |
$52.9K - $56.7K
|
456
$23.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.48K- 7.2% |
$54.1K - $58K
|
19K
$987K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.6K- 7.23% |
$58.5K - $62.7K
|
20.5K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.62K- 1.8% |
$59.2K - $63.4K
|
88.1K
$4.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.7K- 2.69% |
$62.3K - $66.7K
|
61.4K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 1.1% |
$63K - $67.4K
|
154K
$7.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.85K- 2.6% |
$67.8K - $72.6K
|
69.2K
$3.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.17K- 5.19% |
$79.6K - $85.3K
|
39.7K
$2.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.48K- 30.55% |
$90.8K - $97.3K
|
5.63K
$292K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.49K- 3.14% |
$91.1K - $97.5K
|
76.7K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.82K- 3.77% |
$103K - $111K
|
72K
$3.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.9K- 0.56% |
$106K - $114K
|
516K
$26.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.95K- 4.64% |
$108K - $116K
|
60.7K
$3.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.15K- 25.0% |
$115K - $123K
|
9.43K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.36K- 21.84% |
$123K - $132K
|
12K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.41K- 28.81% |
$125K - $134K
|
8.43K
$437K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.45K- 47.46% |
$126K - $135K
|
3.82K
$198K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.35K- 3.01% |
$160K - $171K
|
140K
$7.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.39K- 27.98% |
$161K - $172K
|
11.3K
$586K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-4.71K- 0.83% |
$173K - $185K
|
566K
$29.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.94K- 1.08% |
$181K - $194K
|
454K
$23.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.51K- 5.95% |
$202K - $216K
|
87.1K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.3K- 13.37% |
$231K - $247K
|
40.8K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.66K- 33.01% |
$244K - $261K
|
13.5K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.44K- 25.0% |
$273K - $292K
|
22.3K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-7.62K- 2.88% |
$279K - $299K
|
257K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8K- 8.63% |
$293K - $314K
|
84.7K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-11.3K- 2.14% |
$414K - $443K
|
516K
$26.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-11.9K- 21.1% |
$437K - $468K
|
44.6K
$2.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-11.9K- 3.21% |
$438K - $468K
|
360K
$18.6M
|