Bright Financial Advisors, Inc. World Gold Trust Transaction History

Bright Financial Advisors, Inc.

$180 Billion
Q2 2025

A detailed history of Bright Financial Advisors, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 69,276 shares of GLDM stock, worth $5.5 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

69,276

Previous 68,478 1.17%

Holding current value

$5.5 Million

Previous $4.24 Billion 7.1%

% of portfolio

2.52%

Previous 2.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$58.96 - $67.97 $47,050 - $54,240	798 Added 1.17%	69,276 $4.54 Billion
Q1 2025 May 13, 2025	BUY	$52.19 - $61.89 $4,436 - $5,260	85 Added 0.12%	68,478 $4.24 Billion
Q4 2024 Jan 28, 2025	BUY	$50.76 - $55.23 $188,116 - $204,682	3,706 Added 5.73%	68,393 $3.56 Billion
Q3 2024 Oct 10, 2024	BUY	$46.2 - $53.01 $234,049 - $268,548	5,066 Added 8.5%	64,687 $3.37 Billion
Q2 2024 Aug 12, 2024	BUY	$44.52 - $48.11 $26,890 - $29,058	604 Added 1.02%	59,621 $2.75 Billion
Q1 2024 May 09, 2024	BUY	$39.49 - $44.05 $2.33 Million - $2.6 Million	59,017 New	59,017 $2.72 Billion

Others Institutions Holding GLDM

# of Institutions

742

Shares Held

152M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $11.7B

More about GLDM

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Bright Financial Advisors, Inc. World Gold Trust Transaction History