Atria Wealth Solutions, Inc. World Gold Trust Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 75,332 shares of GLDM stock, worth $5.94 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

75,332

Previous 120,921 37.7%

Holding current value

$5.94 Million

Previous $7.48 Million 34.05%

% of portfolio

0.12%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.96 - $67.97 $2.69 Million - $3.1 Million	-45,589 Reduced 37.7%	75,332 $4.94 Million
Q1 2025 May 09, 2025	BUY	$52.19 - $61.89 $96,551 - $114,496	1,850 Added 1.55%	120,921 $7.48 Million
Q4 2024 Jan 31, 2025	BUY	$50.76 - $55.23 $1.15 Million - $1.26 Million	22,752 Added 23.62%	119,071 $6.19 Million
Q3 2024 Nov 08, 2024	BUY	$46.2 - $53.01 $687,178 - $788,470	14,874 Added 18.26%	96,319 $5.02 Million
Q2 2024 Jul 22, 2024	BUY	$44.52 - $48.11 $649,813 - $702,213	14,596 Added 21.83%	81,445 $3.75 Million
Q1 2024 May 13, 2024	BUY	$39.49 - $44.05 $219,327 - $244,653	5,554 Added 9.06%	66,849 $2.94 Million
Q4 2023 Feb 02, 2024	BUY	$36.11 - $41.23 $1.98 Million - $2.26 Million	54,740 Added 835.09%	61,295 $2.51 Million
Q3 2023 Nov 08, 2023	SELL	$36.66 - $39.25 $2.17 Million - $2.32 Million	-59,234 Reduced 90.04%	6,555 $240,000
Q2 2023 Aug 03, 2023	BUY	$37.86 - $40.67 $2.49 Million - $2.68 Million	65,789 New	65,789 $2.51 Million
Q1 2023 Aug 22, 2023	SELL	$35.95 - $39.66 $2.09 Million - $2.3 Million	-58,043 Reduced 88.23%	7,746 $302,000
Q1 2023 May 10, 2023	BUY	$35.95 - $39.66 $278,468 - $307,206	7,746 New	7,746 $302,000

Others Institutions Holding GLDM

# of Institutions

737

Shares Held

152M

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 $11.6B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. World Gold Trust Transaction History