Cfs Investment Advisory Services, LLC World Gold Trust Transaction History

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 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 167,678 shares of GLDM stock, worth $13.6 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
167,678
Previous 120,334 39.34%
Holding current value
$13.6 Million
Previous $7.88 Million 62.58%
% of portfolio
1.04%
Previous 0.65%

Shares

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

Oct 31, 2025
BUY
$64.73 - $76.45 $3.06 Million - $3.62 Million
47,344 Added 39.34%
167,678 $12.8 Million
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
815
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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