A detailed history of Appleton Partners Inc transactions in World Gold Trust stock. As of the latest transaction made, Appleton Partners Inc holds 5,734 shares of GLDM stock, worth $299,085. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,734
Previous 6,459 11.22%
Holding current value
$299,085
Previous $298,000 0.34%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024

SELL
$46.2 - $53.01 $33,495 - $38,432
-725 Reduced 11.22%
5,734 $299,000
Q2 2024

Jul 02, 2024

SELL
$44.52 - $48.11 $13,356 - $14,433
-300 Reduced 4.44%
6,459 $298,000
Q1 2024

Apr 01, 2024

SELL
$39.49 - $44.05 $42,688 - $47,618
-1,081 Reduced 13.79%
6,759 $298,000
Q3 2023

Oct 03, 2023

BUY
$36.66 - $39.25 $733 - $785
20 Added 0.26%
7,840 $287,000
Q2 2023

Jul 10, 2023

BUY
$37.86 - $40.67 $643 - $691
17 Added 0.22%
7,820 $298,000
Q4 2022

Jan 19, 2023

SELL
$32.3 - $36.19 $15,826 - $17,733
-490 Reduced 5.91%
7,803 $282,000
Q3 2022

Oct 27, 2022

BUY
$32.24 - $35.87 $267,366 - $297,469
8,293 New
8,293 $274,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.66B
More about GLDM
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