Cfs Investment Advisory Services, LLC World Gold Trust Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 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 145,378 shares of GLDM stock, worth $9.69 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
145,378
Previous 68,918 110.94%
Holding current value
$9.69 Million
Previous $3.58 Million 151.1%
% of portfolio
0.8%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
642
Shares Held
141M
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 $9.79B
More about GLDM
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