Burt Wealth Advisors World Gold Trust Transaction History

Burt Wealth Advisors

$431 Million
Q2 2025

A detailed history of Burt Wealth Advisors transactions in World Gold Trust stock. As of the latest transaction made, Burt Wealth Advisors holds 538,098 shares of GLDM stock, worth $35.5 Million. This represents 8.18% of its overall portfolio holdings.

Number of Shares

538,098

Previous 543,725 1.03%

Holding current value

$35.5 Million

Previous $33.7 Million 4.77%

% of portfolio

8.18%

Previous 8.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$58.96 - $67.97 $331,767 - $382,467	-5,627 Reduced 1.03%	538,098 $35.3 Million
Q1 2025 Apr 22, 2025	SELL	$52.19 - $61.89 $285,322 - $338,352	-5,467 Reduced 1.0%	543,725 $33.7 Million
Q4 2024 Feb 06, 2025	SELL	$50.76 - $55.23 $269,180 - $292,884	-5,303 Reduced 0.96%	549,192 $28.5 Million
Q3 2024 Oct 31, 2024	SELL	$46.2 - $53.01 $104,643 - $120,067	-2,265 Reduced 0.41%	554,495 $28.9 Million
Q2 2024 Jul 16, 2024	SELL	$44.52 - $48.11 $1.76 Million - $1.9 Million	-39,504 Reduced 6.63%	556,760 $25.7 Million
Q1 2024 Apr 18, 2024	BUY	$39.49 - $44.05 $1.48 Million - $1.65 Million	37,391 Added 6.69%	596,264 $26.3 Million
Q4 2023 Feb 01, 2024	SELL	$36.11 - $41.23 $265,336 - $302,958	-7,348 Reduced 1.3%	558,873 $22.9 Million
Q3 2023 Oct 11, 2023	SELL	$36.66 - $39.25 $172,815 - $185,024	-4,714 Reduced 0.83%	566,221 $20.8 Million
Q2 2023 Jul 18, 2023	SELL	$37.86 - $40.67 $21,580 - $23,181	-570 Reduced 0.1%	570,935 $21.7 Million
Q1 2023 Apr 13, 2023	BUY	$35.95 - $39.66 $29,443 - $32,481	819 Added 0.14%	571,505 $22.4 Million
Q4 2022 Jan 17, 2023	BUY	$32.3 - $36.19 $18.4 Million - $20.7 Million	570,686 New	570,686 $20.7 Million
Q2 2022 Jul 29, 2022	SELL	$35.88 - $39.31 $231,426 - $253,549	-6,450 Reduced 1.07%	595,505 $21.4 Million
Q1 2022 Apr 19, 2022	BUY	$35.54 - $40.77 $21.4 Million - $24.5 Million	601,955 New	601,955 $23.2 Million

Others Institutions Holding GLDM

# of Institutions

653

Shares Held

142M

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 $9.7B

More about GLDM

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Burt Wealth Advisors World Gold Trust Transaction History