Purchases and Sales Made in Q4 2023 in World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.96M+ 1693.46% |
$107M - $122M
|
3.14M
$163M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.93MNew |
$69.5M - $79.4M
|
1.93M
$99.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.68MNew |
$60.5M - $69.1M
|
1.68M
$86.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
923K+ 16.98% |
$33.3M - $38M
|
6.36M
$329M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
891K+ 178.8% |
$32.2M - $36.7M
|
1.39M
$72M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
591KNew |
$21.4M - $24.4M
|
591K
$30.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
540K+ 524.62% |
$19.5M - $22.2M
|
642K
$33.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
481K+ 47.08% |
$17.4M - $19.8M
|
1.5M
$77.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
469K+ 8.06% |
$16.9M - $19.3M
|
6.28M
$326M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
401KNew |
$14.5M - $16.5M
|
401K
$20.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
382KNew |
$13.8M - $15.7M
|
382K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
276K+ 23.25% |
$9.97M - $11.4M
|
1.46M
$75.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
236K+ 74.56% |
$8.5M - $9.71M
|
551K
$28.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
222KNew |
$8.02M - $9.16M
|
222K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
179K+ 8.93% |
$6.46M - $7.38M
|
2.18M
$113M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
164KNew |
$5.91M - $6.75M
|
164K
$8.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152KNew |
$5.48M - $6.26M
|
152K
$7.87M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
147KNew |
$5.31M - $6.06M
|
147K
$7.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
140KNew |
$5.04M - $5.75M
|
140K
$7.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 429.17% |
$4.41M - $5.03M
|
150K
$7.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
114K+ 58.0% |
$4.12M - $4.7M
|
311K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111KNew |
$4M - $4.57M
|
111K
$5.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
109K+ 25.67% |
$3.93M - $4.48M
|
532K
$27.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
104KNew |
$3.76M - $4.29M
|
104K
$5.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
99.7KNew |
$3.6M - $4.11M
|
99.7K
$5.17M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
99.1KNew |
$3.58M - $4.09M
|
99.1K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
97KNew |
$3.5M - $4M
|
97K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 2.6% |
$3.04M - $3.47M
|
3.32M
$172M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
82.1K+ 57.44% |
$2.96M - $3.38M
|
225K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
78.2K+ 23.73% |
$2.82M - $3.22M
|
408K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
74.9KNew |
$2.7M - $3.09M
|
74.9K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
73.5KNew |
$2.65M - $3.03M
|
73.5K
$3.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
66.8K+ 3317.54% |
$2.41M - $2.75M
|
68.8K
$3.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.7K+ 835.09% |
$1.98M - $2.26M
|
61.3K
$3.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.2K+ 58.76% |
$1.85M - $2.11M
|
138K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46.9KNew |
$1.69M - $1.93M
|
46.9K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
44.7KNew |
$1.61M - $1.84M
|
44.7K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
44.6K+ 1.53% |
$1.61M - $1.84M
|
2.96M
$153M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 17.5% |
$1.57M - $1.8M
|
293K
$15.2M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
37.3K+ 26.05% |
$1.35M - $1.54M
|
181K
$9.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
35.5KNew |
$1.28M - $1.46M
|
35.5K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.6K+ 7588.38% |
$1.25M - $1.43M
|
35.1K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31KNew |
$1.12M - $1.28M
|
31K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
30.5K+ 2.15% |
$1.1M - $1.26M
|
1.45M
$75.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28KNew |
$1.01M - $1.15M
|
28K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
26.9K+ 0.82% |
$970K - $1.11M
|
3.29M
$171M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 38.18% |
$847K - $967K
|
84.9K
$4.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.1KNew |
$690K - $788K
|
19.1K
$990K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.6K+ 2363.71% |
$673K - $768K
|
19.4K
$1.01M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17K+ 19.9% |
$616K - $703K
|
103K
$5.32M
|