Ae Wealth Management LLC World Gold Trust Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Ae Wealth Management LLC holds 176,117 shares of GLDM stock, worth $11.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

176,117

Previous 127,842 37.76%

Holding current value

$11.5 Million

Previous $6.65 Million 64.02%

% of portfolio

0.1%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$52.19 - $61.89 $2.52 Million - $2.99 Million	48,275 Added 37.76%	176,117 $10.9 Million
Q4 2024 Feb 13, 2025	BUY	$50.76 - $55.23 $3.89 Million - $4.24 Million	76,682 Added 149.89%	127,842 $6.65 Million
Q3 2024 Nov 14, 2024	SELL	$46.2 - $53.01 $722,337 - $828,811	-15,635 Reduced 23.41%	51,160 $2.67 Million
Q2 2024 Aug 12, 2024	BUY	$44.52 - $48.11 $336,215 - $363,326	7,552 Added 12.75%	66,795 $3.08 Million
Q1 2024 May 15, 2024	SELL	$39.49 - $44.05 $27.4 Million - $30.6 Million	-694,711 Reduced 92.14%	59,243 $2.61 Million
Q4 2023 Feb 14, 2024	SELL	$36.11 - $41.23 $6.47 Million - $7.38 Million	-179,054 Reduced 19.19%	753,954 $30.8 Million
Q3 2023 Oct 11, 2023	BUY	$36.66 - $39.25 $2.63 Million - $2.82 Million	71,780 Added 8.33%	933,008 $34.2 Million
Q2 2023 Jul 10, 2023	BUY	$37.86 - $40.67 $1.02 Million - $1.09 Million	26,923 Added 3.23%	861,228 $32.8 Million
Q1 2023 Apr 14, 2023	BUY	$35.95 - $39.66 $4.09 Million - $4.51 Million	113,761 Added 15.79%	834,305 $32.6 Million
Q4 2022 Jan 31, 2023	BUY	$32.3 - $36.19 $12.1 Million - $13.5 Million	374,309 Added 108.11%	720,544 $26.1 Million
Q3 2022 Oct 25, 2022	BUY	$32.24 - $35.87 $9.65 Million - $10.7 Million	299,322 Added 638.04%	346,235 $11.4 Million
Q2 2022 Aug 03, 2022	BUY	$35.88 - $39.31 $1.68 Million - $1.84 Million	46,913 New	46,913 $1.68 Million

Others Institutions Holding GLDM

# of Institutions

642

Shares Held

141M

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 $9.59B

More about GLDM

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Ae Wealth Management LLC World Gold Trust Transaction History