Evercore Wealth Management, LLC World Gold Trust Transaction History

Evercore Wealth Management, LLC

$6.2 Billion
Q2 2025

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 108,435 shares of GLDM stock, worth $8.55 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

108,435

Previous 61,210 77.15%

Holding current value

$8.55 Million

Previous $3.79 Million 87.54%

% of portfolio

0.11%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$58.96 - $67.97 $2.78 Million - $3.21 Million	47,225 Added 77.15%	108,435 $7.1 Million
Q1 2025 May 15, 2025	SELL	$52.19 - $61.89 $1.13 Million - $1.34 Million	-21,725 Reduced 26.2%	61,210 $3.79 Million
Q4 2024 Feb 14, 2025	BUY	$50.76 - $55.23 $319,788 - $347,949	6,300 Added 8.22%	82,935 $4.31 Million
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

737

Shares Held

152M

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 $11.6B

More about GLDM

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Evercore Wealth Management, LLC World Gold Trust Transaction History