A detailed history of Leading Edge Financial Planning LLC transactions in World Gold Trust stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 25,312 shares of GLDM stock, worth $1.32 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
25,312
Previous 27,233 7.05%
Holding current value
$1.32 Million
Previous $1.26 Billion 5.13%
% of portfolio
0.44%
Previous 0.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$46.2 - $53.01 $88,750 - $101,832
-1,921 Reduced 7.05%
25,312 $1.32 Billion
Q2 2024

Aug 01, 2024

BUY
$44.52 - $48.11 $80,225 - $86,694
1,802 Added 7.09%
27,233 $1.26 Billion
Q1 2024

May 03, 2024

BUY
$39.49 - $44.05 $38,976 - $43,477
987 Added 4.04%
25,431 $1.12 Billion
Q4 2023

Feb 13, 2024

SELL
$36.11 - $41.23 $16,357 - $18,677
-453 Reduced 1.82%
24,444 $1 Billion
Q3 2023

Oct 25, 2023

BUY
$36.66 - $39.25 $78,159 - $83,681
2,132 Added 9.37%
24,897 $913 Million
Q2 2023

Jul 17, 2023

BUY
$37.86 - $40.67 $67,580 - $72,595
1,785 Added 8.51%
22,765 $867 Million
Q1 2023

Apr 20, 2023

BUY
$35.95 - $39.66 $124,135 - $136,945
3,453 Added 19.7%
20,980 $821 Million
Q4 2022

Mar 02, 2023

BUY
$32.3 - $36.19 $566,122 - $634,302
17,527 New
17,527 $634 Million

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.66B
More about GLDM
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning 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 Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.