Cfs Investment Advisory Services, LLC World Gold Trust Transaction History

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 120,334 shares of GLDM stock, worth $9.26 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
120,334
Previous 145,378 17.23%
Holding current value
$9.26 Million
Previous $9 Million 12.37%
% of portfolio
0.65%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$58.96 - $67.97 $1.48 Million - $1.7 Million
-25,044 Reduced 17.23%
120,334 $7.88 Million
Q1 2025

May 12, 2025
BUY
$52.19 - $61.89 $3.99 Million - $4.73 Million
76,460 Added 110.94%
145,378 $9 Million
Q4 2024

Jan 21, 2025
BUY
$50.76 - $55.23 $3.5 Million - $3.81 Million
68,918 New
68,918 $3.58 Million

Others Institutions Holding GLDM

# of Institutions
735
Shares Held
152M
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 $11.3B
More about GLDM
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