Evercore Wealth Management, LLC World Gold Trust Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 76,635 shares of GLDM stock, worth $3.97 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
76,635
Previous 74,635 2.68%
Holding current value
$3.97 Million
Previous $3.44 Million 16.14%
% of portfolio
0.06%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$46.2 - $53.01 $92,400 - $106,020
2,000 Added 2.68%
76,635 $3.99 Million
Q2 2024

Aug 14, 2024
BUY
$44.52 - $48.11 $115,440 - $124,749
2,593 Added 3.6%
74,635 $3.44 Million
Q1 2024

May 15, 2024
SELL
$39.49 - $44.05 $23,654 - $26,385
-599 Reduced 0.82%
72,042 $3.17 Million
Q4 2023

Feb 14, 2024
BUY
$36.11 - $41.23 $100,169 - $114,372
2,774 Added 3.97%
72,641 $2.97 Million
Q3 2023

Nov 14, 2023
BUY
$36.66 - $39.25 $109,650 - $117,396
2,991 Added 4.47%
69,867 $2.56 Million
Q2 2023

Aug 04, 2023
BUY
$37.86 - $40.67 $106,500 - $114,404
2,813 Added 4.39%
66,876 $2.55 Million
Q1 2023

May 15, 2023
SELL
$35.95 - $39.66 $379,272 - $418,412
-10,550 Reduced 14.14%
64,063 $2.51 Million
Q4 2022

Feb 14, 2023
SELL
$32.3 - $36.19 $39,341 - $44,079
-1,218 Reduced 1.61%
74,613 $2.7 Million
Q3 2022

Nov 14, 2022
BUY
$32.24 - $35.87 $109,648 - $121,993
3,401 Added 4.7%
75,831 $2.5 Million
Q2 2022

Aug 15, 2022
BUY
$35.88 - $39.31 $119,695 - $131,138
3,336 Added 4.83%
72,430 $2.6 Million
Q1 2022

May 16, 2022
BUY
$35.54 - $40.77 $2.46 Million - $2.82 Million
69,094 New
69,094 $2.66 Million

Others Institutions Holding GLDM

# of Institutions
484
Shares Held
122M
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 $7.61B
More about GLDM
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