Axxcess Wealth Management, LLC World Gold Trust Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,725 shares of GLDM stock, worth $595,161. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,725
Previous 10,444 12.27%
Holding current value
$595,161
Previous $481,000 27.03%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$46.2 - $53.01 $59,182 - $67,905
1,281 Added 12.27%
11,725 $611,000
Q2 2024

Aug 09, 2024
BUY
$44.52 - $48.11 $182,264 - $196,962
4,094 Added 64.47%
10,444 $481,000
Q1 2024

May 14, 2024
SELL
$39.49 - $44.05 $125,815 - $140,343
-3,186 Reduced 33.41%
6,350 $279,000
Q4 2023

Feb 06, 2024
BUY
$36.11 - $41.23 $344,344 - $393,169
9,536 New
9,536 $390,000
Q2 2023

Aug 08, 2023
BUY
$37.86 - $40.67 $590,237 - $634,045
15,590 New
15,590 $593,000

Others Institutions Holding GLDM

# of Institutions
481
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About World Gold Trust

GLDM Quotes by TradingView
  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.45B
More about GLDM
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