Avantax Advisory Services, Inc. World Gold Trust Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 105,366 shares of GLDM stock, worth $5.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

105,366

Previous 106,876 1.41%

Holding current value

$5.46 Million

Previous $4.93 Million 11.51%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$46.2 - $53.01 $69,762 - $80,045	-1,510 Reduced 1.41%	105,366 $5.49 Million
Q2 2024 Aug 09, 2024	BUY	$44.52 - $48.11 $276,291 - $298,570	6,206 Added 6.16%	106,876 $4.93 Million
Q1 2024 May 08, 2024	BUY	$39.49 - $44.05 $40,042 - $44,666	1,014 Added 1.02%	100,670 $4.43 Million
Q4 2023 Feb 07, 2024	BUY	$36.11 - $41.23 $64,961 - $74,172	1,799 Added 1.84%	99,656 $4.08 Million
Q3 2023 Nov 07, 2023	BUY	$36.66 - $39.25 $104,407 - $111,784	2,848 Added 3.0%	97,857 $3.59 Million
Q2 2023 Aug 11, 2023	BUY	$37.86 - $40.67 $72,653 - $78,045	1,919 Added 2.06%	95,009 $3.62 Million
Q1 2023 Apr 28, 2023	BUY	$35.95 - $39.66 $20,707 - $22,844	576 Added 0.62%	93,090 $3.64 Million
Q4 2022 Feb 13, 2023	BUY	$32.3 - $36.19 $34,980 - $39,193	1,083 Added 1.18%	92,514 $3.35 Million
Q3 2022 Nov 01, 2022	BUY	$32.24 - $35.87 $44,652 - $49,679	1,385 Added 1.54%	91,431 $3.02 Million
Q2 2022 Aug 02, 2022	SELL	$35.88 - $39.31 $860,223 - $942,457	-23,975 Reduced 21.03%	90,046 $3.23 Million
Q1 2022 Apr 27, 2022	BUY	$35.54 - $40.77 $4.05 Million - $4.65 Million	114,021 New	114,021 $4.4 Million

Others Institutions Holding GLDM

# of Institutions

484

Shares Held

122M

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 $7.61B

More about GLDM

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Avantax Advisory Services, Inc. World Gold Trust Transaction History