Lifelong Wealth Advisors, Inc. World Gold Trust Transaction History

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 14,958 shares of GLDM stock, worth $983,787. This represents 0.43% of its overall portfolio holdings.

Number of Shares
14,958
Previous 8,322 79.74%
Holding current value
$983,787
Previous $433 Million 113.97%
% of portfolio
0.43%
Previous 0.19%

Shares

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

Apr 23, 2025
BUY
$52.19 - $61.89 $346,332 - $410,702
6,636 Added 79.74%
14,958 $926 Million
Q4 2024

Feb 13, 2025
BUY
$50.76 - $55.23 $422,424 - $459,624
8,322 New
8,322 $433 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
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