Ae Wealth Management LLC World Gold Trust Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

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 59,243 shares of GLDM stock, worth $2.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
59,243
Previous 753,954 92.14%
Holding current value
$2.73 Million
Previous $30.8 Million 91.54%
% of portfolio
0.03%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$32.57 - $36.19 $12.2 Million - $13.5 Million
374,309 Added 108.11%
720,544 $26.1 Million
Q3 2022

Oct 25, 2022
BUY
$32.62 - $35.87 $9.76 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
384
Shares Held
104M
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 $6.77B
More about GLDM
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