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 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
17K+ 78.78% |
$613K - $700K
|
38.6K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$604K - $690K
|
16.7K
$868K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16KNew |
$576K - $658K
|
16K
$827K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
15.6K+ 165.18% |
$563K - $642K
|
25K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 2.88% |
$562K - $642K
|
556K
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.3K+ 21.19% |
$551K - $630K
|
87.3K
$4.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 66.05% |
$536K - $612K
|
37.3K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3KNew |
$516K - $590K
|
14.3K
$741K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
13.5K+ 47.15% |
$488K - $557K
|
42.2K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11.8KNew |
$426K - $486K
|
11.8K
$611K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 5.63% |
$409K - $466K
|
212K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$388K - $443K
|
10.8K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 14.86% |
$386K - $441K
|
82.7K
$4.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.2KNew |
$369K - $421K
|
10.2K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
10.2K+ 117.01% |
$367K - $419K
|
18.8K
$977K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.93KNew |
$359K - $409K
|
9.93K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.54KNew |
$344K - $393K
|
9.54K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.01KNew |
$325K - $371K
|
9.01K
$467K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.88KNew |
$321K - $366K
|
8.88K
$460K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.83KNew |
$319K - $364K
|
8.83K
$458K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.79K+ 17.31% |
$318K - $363K
|
59.6K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.78KNew |
$317K - $362K
|
8.78K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.77KNew |
$317K - $362K
|
8.77K
$455K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
8.7KNew |
$314K - $359K
|
8.7K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.63K+ 2.05% |
$312K - $356K
|
429K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.26KNew |
$298K - $341K
|
8.26K
$428K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.07K+ 12.24% |
$291K - $333K
|
74K
$3.84M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.07K+ 12.24% |
$291K - $333K
|
74K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.74KNew |
$279K - $319K
|
7.74K
$401K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.67K+ 8.44% |
$277K - $316K
|
98.5K
$5.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.09K+ 88.17% |
$256K - $292K
|
15.1K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.73KNew |
$243K - $277K
|
6.73K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.56K+ 50.94% |
$237K - $271K
|
19.4K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.46K+ 11.25% |
$233K - $266K
|
63.9K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.37K+ 13.73% |
$230K - $263K
|
52.7K
$2.73M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.27KNew |
$226K - $258K
|
6.27K
$325K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.96KNew |
$215K - $246K
|
5.96K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.83KNew |
$210K - $240K
|
5.83K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.8K+ 29000.0% |
$209K - $239K
|
5.82K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.74KNew |
$207K - $237K
|
5.74K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.69K+ 3.96% |
$206K - $235K
|
149K
$7.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.68K+ 77.12% |
$205K - $234K
|
13K
$676K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
5.57KNew |
$201K - $230K
|
5.57K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.37KNew |
$194K - $221K
|
5.37K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.3KNew |
$191K - $218K
|
5.3K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.17K+ 112.2% |
$187K - $213K
|
9.77K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.1KNew |
$184K - $210K
|
5.1K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$183K - $209K
|
5.06K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.06K+ 63.44% |
$183K - $208K
|
13K
$675K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.96KNew |
$179K - $204K
|
4.96K
$257K
|