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 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-250- 4.88% |
$9.03K - $10.3K
|
4.87K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-258- 8.61% |
$9.32K - $10.6K
|
2.74K
$142K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-269- 0.1% |
$9.71K - $11.1K
|
269K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-276- 0.25% |
$9.97K - $11.4K
|
112K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-299- 4.22% |
$10.8K - $12.3K
|
6.78K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-350- 2.22% |
$12.6K - $14.4K
|
15.4K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-424- 0.49% |
$15.3K - $17.5K
|
86K
$4.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-438- 0.65% |
$15.8K - $18.1K
|
66.5K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-453- 1.82% |
$16.4K - $18.7K
|
24.4K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-458- 4.98% |
$16.5K - $18.9K
|
8.75K
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-519- 94.88% |
$18.7K - $21.4K
|
28
$1.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-539- 8.83% |
$19.5K - $22.2K
|
5.57K
$289K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-580- 4.79% |
$20.9K - $23.9K
|
11.5K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-655- 9.98% |
$23.7K - $27K
|
5.91K
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-700- 3.42% |
$25.3K - $28.9K
|
19.8K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-704- 5.21% |
$25.4K - $29K
|
12.8K
$664K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-715- 5.56% |
$25.8K - $29.5K
|
12.1K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-720- 45.86% |
$26K - $29.7K
|
850
$44.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-769- 1.09% |
$27.8K - $31.7K
|
69.8K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-814- 7.2% |
$29.4K - $33.6K
|
10.5K
$544K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-876- 10.4% |
$31.6K - $36.1K
|
7.55K
$391K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-890- 5.2% |
$32.1K - $36.7K
|
16.2K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-891- 1.2% |
$32.2K - $36.7K
|
73.5K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-941- 10.9% |
$34K - $38.8K
|
7.69K
$399K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-1.01K- 4.4% |
$36.4K - $41.6K
|
21.9K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 26.54% |
$36.6K - $41.8K
|
2.81K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.07K- 78.94% |
$38.6K - $44K
|
285
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 2.04% |
$40.9K - $46.8K
|
54.6K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 1.44% |
$44.1K - $50.3K
|
83.5K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.29K- 24.44% |
$46.7K - $53.3K
|
3.99K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 1.0% |
$49.9K - $57K
|
137K
$7.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 0.22% |
$53.9K - $61.5K
|
673K
$34.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.58K- 14.11% |
$57K - $65.1K
|
9.61K
$498K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.6K- 2.16% |
$57.8K - $66K
|
72.4K
$3.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2K- 2.34% |
$72.2K - $82.5K
|
83.6K
$4.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.25K- 10.99% |
$81.3K - $92.8K
|
18.2K
$946K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.32K- 0.57% |
$83.6K - $95.5K
|
402K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.32K- 12.17% |
$83.7K - $95.5K
|
16.7K
$867K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.45K- 0.62% |
$88.3K - $101K
|
392K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.59K- 4.54% |
$93.5K - $107K
|
54.4K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 6.95% |
$99.1K - $113K
|
36.7K
$1.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.77K- 1.91% |
$100K - $114K
|
142K
$7.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.25K- 57.05% |
$117K - $134K
|
2.44K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.47K- 7.29% |
$125K - $143K
|
44.2K
$2.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.53K- 4.87% |
$127K - $145K
|
68.9K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.74K- 3.57% |
$135K - $154K
|
101K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 3.12% |
$154K - $175K
|
132K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-4.27K- 2.46% |
$154K - $176K
|
169K
$8.78M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-4.31K- 8.45% |
$155K - $178K
|
46.7K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.55K- 37.85% |
$164K - $187K
|
7.46K
$387K
|