Capstone Financial Advisors, Inc. World Gold Trust Transaction History

Capstone Financial Advisors, Inc.

  • $1.84 Billion
  • Q3 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 5,467 shares of GLDM stock, worth $442,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,467
Previous 4,992 9.52%
Holding current value
$442,280
Previous $327,000 27.52%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$64.73 - $76.45 $30,746 - $36,313
475 Added 9.52%
5,467 $417,000
Q2 2025

Aug 08, 2025
BUY
$58.96 - $67.97 $294,328 - $339,306
4,992 New
4,992 $327,000

Others Institutions Holding GLDM

# of Institutions
814
Shares Held
167M
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 $11.9B
More about GLDM
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