Capstone Wealth Management Group, LLC World Gold Trust Transaction History

Capstone Wealth Management Group, LLC

$170 Million
Q3 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 59,177 shares of GLDM stock, worth $3.08 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

59,177

Previous 58,632 0.93%

Holding current value

$3.08 Million

Previous $2.7 Million 14.14%

% of portfolio

1.82%

Previous 1.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$46.2 - $53.01 $25,179 - $28,890	545 Added 0.93%	59,177 $3.08 Million
Q2 2024 Aug 09, 2024	BUY	$44.52 - $48.11 $48,704 - $52,632	1,094 Added 1.9%	58,632 $2.7 Million
Q1 2024 Apr 18, 2024	BUY	$39.49 - $44.05 $162,817 - $181,618	4,123 Added 7.72%	57,538 $2.53 Million
Q4 2023 Jan 11, 2024	BUY	$36.11 - $41.23 $105,585 - $120,556	2,924 Added 5.79%	53,415 $2.19 Million
Q3 2023 Nov 09, 2023	BUY	$36.66 - $39.25 $149,279 - $159,826	4,072 Added 8.77%	50,491 $1.85 Million
Q2 2023 Jul 27, 2023	BUY	$37.86 - $40.67 $1.76 Million - $1.89 Million	46,419 New	46,419 $1.77 Million

Others Institutions Holding GLDM

# of Institutions

484

Shares Held

122M

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 $7.63B

More about GLDM

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Capstone Wealth Management Group, LLC World Gold Trust Transaction History