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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
4.7K+ 2.43% |
$170K - $194K
|
198K
$10.5M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.51K+ 4.26% |
$127K - $145K
|
86K
$4.59M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.5K+ 5.13% |
$126K - $144K
|
71.7K
$3.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.18KNew |
$115K - $131K
|
3.18K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.05K+ 4.89% |
$110K - $126K
|
65.4K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.02K+ 3.1% |
$109K - $125K
|
101K
$5.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.92K+ 5.79% |
$106K - $121K
|
53.4K
$2.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.83K+ 1.69% |
$102K - $117K
|
170K
$9.09M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.8KNew |
$101K - $115K
|
2.8K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.77K+ 3.97% |
$100K - $114K
|
72.6K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.48K+ 33.65% |
$89.7K - $102K
|
9.87K
$526K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.34K+ 31.9% |
$84.5K - $96.5K
|
9.68K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.3K+ 7.06% |
$83.1K - $94.9K
|
34.9K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.3K+ 3.07% |
$83K - $94.8K
|
77.1K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.25K+ 19.95% |
$81.4K - $92.9K
|
13.6K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22KNew |
$80.2K - $91.5K
|
2.22K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 2.73% |
$76.7K - $87.6K
|
79.9K
$4.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.12K+ 0.28% |
$76.6K - $87.4K
|
751K
$40M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07K+ 7.42% |
$74.6K - $85.2K
|
29.9K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.9K+ 1.33% |
$68.5K - $78.2K
|
145K
$7.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.02% |
$67.8K - $77.4K
|
95K
$5.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.88KNew |
$67.8K - $77.4K
|
1.88K
$100K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.83K+ 1.14% |
$66.1K - $75.5K
|
162K
$8.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 1.84% |
$65K - $74.2K
|
99.7K
$5.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 16.24% |
$63.7K - $72.7K
|
12.6K
$673K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.68K+ 1.48% |
$60.6K - $69.2K
|
115K
$6.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.55K+ 18.43% |
$56.1K - $64K
|
9.98K
$532K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1.47K+ 71.42% |
$53.2K - $60.7K
|
3.53K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 2.72% |
$52.6K - $60.1K
|
55K
$2.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 4.71% |
$52.5K - $60K
|
32.3K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 1.95% |
$51.4K - $58.7K
|
74.3K
$3.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.39K+ 0.7% |
$50K - $57.1K
|
199K
$10.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.31KNew |
$47.4K - $54.1K
|
1.31K
$70K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.24K+ 0.56% |
$44.9K - $51.2K
|
221K
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.2K+ 3.99% |
$43.2K - $49.3K
|
31.2K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.07K+ 0.13% |
$38.8K - $44.3K
|
854K
$45.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.01K+ 2353.49% |
$36.5K - $41.7K
|
1.06K
$56.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
992New |
$35.8K - $40.9K
|
992
$52.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
976New |
$35.2K - $40.2K
|
976
$52K
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
970+ 1.14% |
$35K - $40K
|
85.8K
$4.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
953New |
$34.4K - $39.3K
|
953
$50.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
907+ 2.69% |
$32.8K - $37.4K
|
34.6K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
859+ 0.17% |
$31K - $35.4K
|
516K
$27.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
849+ 3.44% |
$30.7K - $35K
|
25.5K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
831+ 10.49% |
$30K - $34.3K
|
8.75K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
788New |
$28.5K - $32.5K
|
788
$42K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
777+ 1.9% |
$28.1K - $32K
|
41.6K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
775+ 1.26% |
$28K - $32K
|
62.2K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
735New |
$26.5K - $30.3K
|
735
$39.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
684+ 5.51% |
$24.7K - $28.2K
|
13.1K
$699K
|