Congress Wealth Management LLC World Gold Trust Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,396,859 shares of GLDM stock, worth $74.5 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
1,396,859
Previous 1,524,178 8.35%
Holding current value
$74.5 Million
Previous $67.1 Million 4.11%
% of portfolio
1.05%
Previous 1.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$44.52 - $48.11 $5.67 Million - $6.13 Million
-127,319 Reduced 8.35%
1,396,859 $64.4 Million
Q1 2024

Apr 18, 2024
BUY
$39.49 - $44.05 $275,837 - $307,689
6,985 Added 0.46%
1,524,178 $67.1 Million
Q4 2023

Feb 09, 2024
SELL
$36.11 - $41.23 $10.8 Million - $12.3 Million
-298,407 Reduced 16.44%
1,517,193 $62.1 Million
Q3 2023

Oct 30, 2023
BUY
$36.66 - $39.25 $89,670 - $96,005
2,446 Added 0.13%
1,815,600 $66.6 Million
Q2 2023

Jul 13, 2023
SELL
$37.86 - $40.67 $468,479 - $503,250
-12,374 Reduced 0.68%
1,813,154 $69.1 Million
Q1 2023

Apr 14, 2023
BUY
$35.95 - $39.66 $14.8 Million - $16.3 Million
411,624 Added 29.11%
1,825,528 $71.4 Million
Q4 2022

Feb 02, 2023
SELL
$32.3 - $36.19 $862,183 - $966,019
-26,693 Reduced 1.85%
1,413,904 $51.2 Million
Q3 2022

Nov 08, 2022
SELL
$32.24 - $35.87 $13.2 Million - $14.7 Million
-410,009 Reduced 22.16%
1,440,597 $47.5 Million
Q2 2022

Aug 11, 2022
BUY
$35.88 - $39.31 $721,762 - $790,759
20,116 Added 1.1%
1,850,606 $66.4 Million
Q1 2022

May 16, 2022
BUY
$35.54 - $40.77 $65.1 Million - $74.6 Million
1,830,490 New
1,830,490 $70.4 Million

Others Institutions Holding GLDM

# of Institutions
444
Shares Held
109M
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 $7.83B
More about GLDM
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