Avid Wealth Partners LLC World Gold Trust Transaction History

Avid Wealth Partners LLC

$201 Billion
Q3 2025

A detailed history of Avid Wealth Partners LLC transactions in World Gold Trust stock. As of the latest transaction made, Avid Wealth Partners LLC holds 165,878 shares of GLDM stock, worth $13.4 Million. This represents 6.3% of its overall portfolio holdings.

Number of Shares

165,878

Previous 156,521 5.98%

Holding current value

$13.4 Million

Previous $10.3 Billion 23.66%

% of portfolio

6.3%

Previous 5.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$64.73 - $76.45 $605,678 - $715,342	9,357 Added 5.98%	165,878 $12.7 Billion
Q2 2025 Aug 14, 2025	BUY	$58.96 - $67.97 $29,480 - $33,985	500 Added 0.32%	156,521 $10.3 Billion
Q1 2025 Apr 17, 2025	BUY	$52.19 - $61.89 $2,557 - $3,032	49 Added 0.03%	156,021 $9.66 Billion
Q4 2024 Jan 27, 2025	SELL	$50.76 - $55.23 $464,910 - $505,851	-9,159 Reduced 5.55%	155,972 $8.11 Billion
Q3 2024 Nov 01, 2024	BUY	$46.2 - $53.01 $257,934 - $295,954	5,583 Added 3.5%	165,131 $8.61 Billion

Q2 2024 Jul 19, 2024	SELL	$44.52 - $48.11 $451,254 - $487,642	-10,136 Reduced 5.97%	159,548 $7.35 Billion
Q1 2024 May 08, 2024	BUY	$39.49 - $44.05 $233,899 - $260,908	5,923 Added 3.62%	169,684 $7.47 Billion
Q4 2023 Jan 23, 2024	BUY	$36.11 - $41.23 $5.91 Million - $6.75 Million	163,761 New	163,761 $6.7 Billion

Others Institutions Holding GLDM

# of Institutions

814

Shares Held

167M

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 $11.9B

More about GLDM

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Avid Wealth Partners LLC World Gold Trust Transaction History