Ep Wealth Advisors, LLC World Gold Trust Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,245 shares of GLDM stock, worth $345,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,245
Previous 5,766 26.38%
Holding current value
$345,203
Previous $356,000 21.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$58.96 - $67.97 $89,678 - $103,382
-1,521 Reduced 26.38%
4,245 $278,000
Q1 2025

May 15, 2025
BUY
$52.19 - $61.89 $60,122 - $71,297
1,152 Added 24.97%
5,766 $356,000
Q4 2024

Feb 13, 2025
BUY
$50.76 - $55.23 $18,730 - $20,379
369 Added 8.69%
4,614 $239,000
Q3 2024

Nov 14, 2024
BUY
$46.2 - $53.01 $196,119 - $225,027
4,245 New
4,245 $221,000
Q1 2024

May 14, 2024
BUY
$39.49 - $44.05 $424,004 - $472,964
10,737 New
10,737 $472,000

Others Institutions Holding GLDM

# of Institutions
761
Shares Held
156M
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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