Purchases and Sales Made in Q4 2022 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.25MNew |
$40.2M - $45.1M
|
1.25M
$64.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.1M+ 9.17% |
$35.5M - $39.8M
|
13.1M
$679M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.03M+ 68.23% |
$33.1M - $37.1M
|
2.53M
$131M
|
|
|
Feb 10, 2023
Q4 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
992K+ 23.38% |
$32M - $35.9M
|
5.24M
$271M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
968KNew |
$31.3M - $35M
|
968K
$50.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
746KNew |
$24.1M - $27M
|
746K
$38.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
638K+ 35.37% |
$20.6M - $23.1M
|
2.44M
$127M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
571KNew |
$18.4M - $20.7M
|
571K
$29.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
506KNew |
$16.4M - $18.3M
|
506K
$26.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
458KNew |
$14.8M - $16.6M
|
458K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
439K+ 900.0% |
$14.2M - $15.9M
|
488K
$25.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
382K+ 8.47% |
$12.3M - $13.8M
|
4.89M
$254M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
374K+ 108.11% |
$12.1M - $13.5M
|
721K
$37.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
328KNew |
$10.6M - $11.9M
|
328K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
268KNew |
$8.66M - $9.71M
|
268K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
262KNew |
$8.46M - $9.48M
|
262K
$13.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
231KNew |
$7.45M - $8.35M
|
231K
$12M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
163KNew |
$5.28M - $5.92M
|
163K
$8.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
143K+ 31.15% |
$4.63M - $5.19M
|
604K
$31.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
137KNew |
$4.43M - $4.96M
|
137K
$7.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 276.8% |
$3.64M - $4.08M
|
153K
$7.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
98.1KNew |
$3.17M - $3.55M
|
98.1K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
85K+ 7.41% |
$2.75M - $3.08M
|
1.23M
$63.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
82.4K+ 8.7% |
$2.66M - $2.98M
|
1.03M
$53.3M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
75.1K+ 17.41% |
$2.43M - $2.72M
|
506K
$26.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
67.5KNew |
$2.18M - $2.44M
|
67.5K
$3.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62.4KNew |
$2.02M - $2.26M
|
62.4K
$3.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
61.4K+ 17.6% |
$1.98M - $2.22M
|
411K
$21.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
56.5KNew |
$1.82M - $2.04M
|
56.5K
$2.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
55.1KNew |
$1.78M - $1.99M
|
55.1K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.1K+ 16.11% |
$1.71M - $1.92M
|
382K
$19.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
50.3K+ 9.9% |
$1.63M - $1.82M
|
559K
$29M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
49.2K+ 154.47% |
$1.59M - $1.78M
|
81K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
48.8KNew |
$1.58M - $1.77M
|
48.8K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
47.2K+ 4.74% |
$1.52M - $1.71M
|
1.04M
$54M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
BUY
|
- |
42.1K+ 257.13% |
$1.36M - $1.52M
|
58.4K
$3.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
38.3KNew |
$1.24M - $1.39M
|
38.3K
$1.98M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
35.6KNew |
$1.15M - $1.29M
|
35.6K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.5K+ 359.47% |
$1.02M - $1.14M
|
40.2K
$2.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29.8KNew |
$961K - $1.08M
|
29.8K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24.4KNew |
$788K - $883K
|
24.4K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
24K+ 22.38% |
$775K - $869K
|
131K
$6.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
23.4K+ 47.18% |
$756K - $847K
|
73K
$3.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.5K+ 1.23% |
$726K - $813K
|
1.85M
$95.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.3K+ 3.44% |
$720K - $807K
|
670K
$34.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
21.6KNew |
$699K - $783K
|
21.6K
$1.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21.6KNew |
$697K - $780K
|
21.6K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
19.3K+ 263.51% |
$624K - $699K
|
26.6K
$1.38M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
17.5KNew |
$566K - $634K
|
17.5K
$909K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.1KNew |
$552K - $619K
|
17.1K
$886K
|