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 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.86K- 6.34% |
$175K - $200K
|
71.8K
$3.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.45K- 7.03% |
$197K - $225K
|
72K
$3.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.5K- 9.07% |
$199K - $227K
|
55.2K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.55K- 6.29% |
$200K - $229K
|
82.6K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.92K- 18.9% |
$214K - $244K
|
25.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.05K- 18.48% |
$219K - $250K
|
26.7K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.37K- 8.02% |
$230K - $263K
|
73.1K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.4K- 13.73% |
$231K - $264K
|
40.2K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-7.34K- 2.51% |
$265K - $303K
|
285K
$14.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-7.35K- 1.3% |
$265K - $303K
|
559K
$29M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-7.55K- 2.93% |
$272K - $311K
|
250K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.94K- 2.19% |
$287K - $327K
|
354K
$18.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-9K- 2.34% |
$325K - $371K
|
375K
$19.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-10.3K- 0.9% |
$371K - $424K
|
1.14M
$58.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-10.8K- 9.72% |
$390K - $446K
|
100K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.8K- 23.47% |
$462K - $527K
|
41.7K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-14.1K- 3.11% |
$509K - $582K
|
440K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.3K- 10.05% |
$516K - $589K
|
128K
$6.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 18.55% |
$530K - $606K
|
64.5K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14.8K- 18.83% |
$535K - $611K
|
63.9K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-16K- 30.62% |
$579K - $661K
|
36.4K
$1.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16.1K- 53.52% |
$583K - $666K
|
14K
$727K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.4K- 36.8% |
$593K - $677K
|
28.2K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.4K- 1.7% |
$629K - $718K
|
1.01M
$52.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-18K- 22.35% |
$650K - $742K
|
62.5K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-18.5K- 5.33% |
$669K - $764K
|
329K
$17.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-18.8K- 4.58% |
$680K - $776K
|
392K
$20.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-23K- 31.21% |
$829K - $946K
|
50.6K
$2.62M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-23.2K- 41.22% |
$838K - $957K
|
33.1K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-23.5K- 3.65% |
$848K - $968K
|
620K
$32.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-25.3K- 4.9% |
$912K - $1.04M
|
491K
$25.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-26.3K- 54.0% |
$951K - $1.09M
|
22.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-27.4K- 64.68% |
$990K - $1.13M
|
15K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 26.25% |
$1.03M - $1.17M
|
79.8K
$4.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35K- 42.49% |
$1.26M - $1.44M
|
47.3K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-35.5K- 3.91% |
$1.28M - $1.46M
|
871K
$45.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-51K- 46.41% |
$1.84M - $2.1M
|
58.9K
$3.05M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.4K- 1.08% |
$2.47M - $2.82M
|
6.28M
$326M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-82.6K- 6.51% |
$2.98M - $3.4M
|
1.19M
$61.4M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-97.6K- 6.9% |
$3.53M - $4.03M
|
1.32M
$68.3M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-102K- 4.08% |
$3.68M - $4.2M
|
2.4M
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-109K- 30.45% |
$3.95M - $4.51M
|
250K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 10.7% |
$3.96M - $4.52M
|
914K
$47.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-119K- 50.69% |
$4.29M - $4.9M
|
116K
$6M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-124K- 9.5% |
$4.48M - $5.12M
|
1.18M
$61.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-149K- 38.85% |
$5.38M - $6.14M
|
234K
$12.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-170K- 42.14% |
$6.15M - $7.02M
|
234K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-175K- 15.15% |
$6.34M - $7.24M
|
983K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 19.19% |
$6.47M - $7.38M
|
754K
$39.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-204K- 38.05% |
$7.38M - $8.42M
|
333K
$17.2M
|