Cassaday & CO Wealth Management LLC World Gold Trust Transaction History

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,727,352 shares of GLDM stock, worth $377 Million. This represents 9.99% of its overall portfolio holdings.

Number of Shares
5,727,352
Previous 5,744,426 0.3%
Holding current value
$377 Million
Previous $299 Million 18.71%
% of portfolio
9.99%
Previous 8.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$52.19 - $61.89 $891,092 - $1.06 Million
-17,074 Reduced 0.3%
5,727,352 $354 Million
Q4 2024

Feb 03, 2025
BUY
$50.76 - $55.23 $5.4 Million - $5.88 Million
106,433 Added 1.89%
5,744,426 $299 Million
Q3 2024

Nov 07, 2024
BUY
$46.2 - $53.01 $260 Million - $299 Million
5,637,993 New
5,637,993 $294 Million
Q2 2023

Aug 07, 2023
BUY
$37.86 - $40.67 $563,053 - $604,844
14,872 Added 0.28%
5,250,656 $200 Million
Q1 2023

May 03, 2023
BUY
$35.95 - $39.66 $188 Million - $208 Million
5,235,784 New
5,235,784 $205 Million

Others Institutions Holding GLDM

# of Institutions
608
Shares Held
132M
Call Options Held
0
Put Options Held
0
View Full List

About World Gold Trust

GLDM Quotes by TradingView
  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $9.66B
More about GLDM
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email