A detailed history of Arete Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 57,034 shares of GLDM stock, worth $4.61 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
57,034
Previous 46,040 23.88%
Holding current value
$4.61 Million
Previous $3.02 Million 44.68%
% of portfolio
0.27%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$64.73 - $76.45 $711,641 - $840,491
10,994 Added 23.88%
57,034 $4.37 Million
Q2 2025

Aug 14, 2025

BUY
$58.96 - $67.97 $2.71 Million - $3.13 Million
46,040 New
46,040 $3.02 Million
Q4 2024

Feb 12, 2025

SELL
$50.76 - $55.23 $1.19 Million - $1.3 Million
-23,472 Reduced 19.38%
97,652 $5.08 Million
Q3 2024

Nov 14, 2024

SELL
$46.2 - $53.01 $306,814 - $352,039
-6,641 Reduced 5.2%
121,124 $6.31 Million
Q2 2024

Aug 13, 2024

BUY
$44.52 - $48.11 $1.11 Million - $1.2 Million
24,972 Added 24.29%
127,765 $5.89 Million
Q1 2024

May 15, 2024

BUY
$39.49 - $44.05 $707,660 - $789,376
17,920 Added 21.11%
102,793 $4.53 Million
Q4 2023

Feb 14, 2024

BUY
$36.11 - $41.23 $846,887 - $966,967
23,453 Added 38.18%
84,873 $3.47 Million
Q3 2023

Oct 30, 2023

BUY
$36.66 - $39.25 $322,424 - $345,203
8,795 Added 16.71%
61,420 $2.25 Million
Q2 2023

Aug 09, 2023

BUY
$37.86 - $40.67 $1.99 Million - $2.14 Million
52,625 New
52,625 $2 Million

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $11.9B
More about GLDM
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.