Portside Wealth Group, LLC World Gold Trust Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Portside Wealth Group, LLC holds 82,816 shares of GLDM stock, worth $4.5 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
82,816
Previous 84,053 1.47%
Holding current value
$4.5 Million
Previous $4.38 Billion 1.47%
% of portfolio
0.75%
Previous 0.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$50.76 - $55.23 $62,790 - $68,319
-1,237 Reduced 1.47%
82,816 $4.32 Billion
Q3 2024

Oct 31, 2024
SELL
$46.2 - $53.01 $154,354 - $177,106
-3,341 Reduced 3.82%
84,053 $4.38 Billion
Q2 2024

Jul 18, 2024
BUY
$44.52 - $48.11 $833,503 - $900,715
18,722 Added 27.26%
87,394 $4.03 Billion
Q1 2024

Apr 17, 2024
BUY
$39.49 - $44.05 $387,633 - $432,394
9,816 Added 16.68%
68,672 $3.03 Billion
Q4 2023

Jan 16, 2024
SELL
$36.11 - $41.23 $1.84 Million - $2.1 Million
-50,970 Reduced 46.41%
58,856 $2.41 Billion
Q3 2023

Oct 27, 2023
SELL
$36.66 - $39.25 $1.41 Million - $1.51 Million
-38,494 Reduced 25.95%
109,826 $4.03 Billion
Q2 2023

Sep 01, 2023
SELL
$37.86 - $40.67 $215 Million - $230 Million
-5,666,892 Reduced 97.45%
148,320 $5.65 Billion
Q2 2023

Aug 01, 2023
BUY
$37.86 - $40.67 $220 Million - $237 Million
5,815,212 New
5,815,212 $222 Million

Others Institutions Holding GLDM

# of Institutions
498
Shares Held
122M
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 $7.98B
More about GLDM
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, 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 Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email