Creative Planning World Gold Trust Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in World Gold Trust stock. As of the latest transaction made, Creative Planning holds 39,639 shares of GLDM stock, worth $1.83 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

39,639

Previous 41,682 4.9%

Holding current value

$1.83 Million

Previous $1.71 Million 2.4%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$39.49 - $44.05 $80,678 - $89,994	-2,043 Reduced 4.9%	39,639 $1.75 Million
Q4 2023 Feb 14, 2024	SELL	$36.11 - $41.23 $461,702 - $527,166	-12,786 Reduced 23.47%	41,682 $1.71 Million
Q3 2023 Nov 16, 2023	BUY	$36.66 - $39.25 $860,813 - $921,629	23,481 Added 75.78%	54,468 $2 Million
Q2 2023 Jul 21, 2023	BUY	$37.86 - $40.67 $7,306 - $7,849	193 Added 0.63%	30,987 $1.18 Million
Q1 2023 May 15, 2023	BUY	$35.95 - $39.66 $59,748 - $65,914	1,662 Added 5.71%	30,794 $1.2 Million

Q4 2022 Feb 10, 2023	SELL	$32.57 - $36.19 $325,113 - $361,248	-9,982 Reduced 25.52%	29,132 $1.05 Million
Q3 2022 Nov 03, 2022	SELL	$32.62 - $35.87 $12,721 - $13,989	-390 Reduced 0.99%	39,114 $1.29 Million
Q2 2022 Aug 15, 2022	BUY	$35.88 - $39.31 $1.42 Million - $1.55 Million	39,504 New	39,504 $1.42 Million

Others Institutions Holding GLDM

# of Institutions

385

Shares Held

104M

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 $6.78B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning World Gold Trust Transaction History