Acorn Wealth Advisors, LLC World Gold Trust Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 19,643 shares of GLDM stock, worth $1.04 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

19,643

Previous 19,643 -0.0%

Holding current value

$1.04 Million

Previous $865,000 4.62%

% of portfolio

0.47%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$39.49 - $44.05 $55,325 - $61,714	1,401 Added 7.68%	19,643 $865,000
Q4 2023 Feb 07, 2024	SELL	$36.11 - $41.23 $81,319 - $92,849	-2,252 Reduced 10.99%	18,242 $746,000
Q3 2023 Nov 07, 2023	SELL	$36.66 - $39.25 $58,546 - $62,682	-1,597 Reduced 7.23%	20,494 $751,000
Q2 2023 Aug 02, 2023	SELL	$37.86 - $40.67 $17,680 - $18,992	-467 Reduced 2.07%	22,091 $841,000
Q1 2023 May 09, 2023	SELL	$35.95 - $39.66 $18,010 - $19,869	-501 Reduced 2.17%	22,558 $882,000
Q4 2022 Feb 10, 2023	SELL	$32.3 - $36.19 $68,476 - $76,722	-2,120 Reduced 8.42%	23,059 $834,000
Q3 2022 Nov 09, 2022	BUY	$32.24 - $35.87 $902 - $1,004	28 Added 0.11%	25,179 $830,000
Q2 2022 Aug 08, 2022	BUY	$35.88 - $39.31 $902,417 - $988,685	25,151 New	25,151 $902,000

Others Institutions Holding GLDM

# of Institutions

421

Shares Held

102M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.74B

More about GLDM

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Acorn Wealth Advisors, LLC World Gold Trust Transaction History