Wr Wealth Planners, LLC World Gold Trust Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 130,768 shares of GLDM stock, worth $6.97 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

130,768

Previous 139,903 6.53%

Holding current value

$6.97 Million

Previous $6.45 Million 5.71%

% of portfolio

1.96%

Previous 2.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$46.2 - $53.01 $422,037 - $484,246	-9,135 Reduced 6.53%	130,768 $6.82 Million
Q2 2024 Jul 31, 2024	SELL	$44.52 - $48.11 $312,396 - $337,587	-7,017 Reduced 4.78%	139,903 $6.45 Million
Q1 2024 Jul 31, 2024	SELL	$39.49 - $44.05 $157 - $176	-4 Reduced -0.0%	146,920 $6.47 Million
Q4 2023 Jul 30, 2024	BUY	$36.11 - $41.23 $5.31 Million - $6.06 Million	146,924 New	146,924 $6.01 Million
Q3 2023 Aug 01, 2024	SELL	$36.66 - $39.25 $473,573 - $507,031	-12,918 Reduced 7.79%	152,946 $5.61 Billion
Q2 2023 Aug 01, 2024	BUY	$37.86 - $40.67 $982,883 - $1.06 Million	25,961 Added 18.56%	165,864 $6.32 Billion
Q1 2023 Aug 01, 2024	BUY	$35.95 - $39.66 $730,432 - $805,811	20,318 Added 14.52%	160,221 $6.27 Billion

Others Institutions Holding GLDM

# of Institutions

444

Shares Held

109M

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 $7.83B

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Wr Wealth Planners, LLC World Gold Trust Transaction History