Appleton Partners Inc World Gold Trust Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in World Gold Trust stock. As of the latest transaction made, Appleton Partners Inc holds 5,584 shares of GLDM stock, worth $338,167. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,584

Previous 5,734 2.62%

Holding current value

$338,167

Previous $299,000 3.01%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$50.76 - $55.23 $7,614 - $8,284	-150 Reduced 2.62%	5,584 $290,000
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

# of Institutions

554

Shares Held

123M

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 $8.89B

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Appleton Partners Inc World Gold Trust Transaction History