Axxcess Wealth Management, LLC World Gold Trust Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

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 9,182 shares of GLDM stock, worth $715,828. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,182

Previous 11,869 22.64%

Holding current value

$715,828

Previous $734,000 18.12%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$58.96 - $67.97 $158,425 - $182,635	-2,687 Reduced 22.64%	9,182 $601,000
Q1 2025 Apr 30, 2025	BUY	$52.19 - $61.89 $111,373 - $132,073	2,134 Added 21.92%	11,869 $734,000
Q4 2024 Feb 10, 2025	SELL	$50.76 - $55.23 $101,012 - $109,907	-1,990 Reduced 16.97%	9,735 $506,000
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

775

Shares Held

156M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $11.4B

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Axxcess Wealth Management, LLC World Gold Trust Transaction History