Evernest Financial Advisors, LLC World Gold Trust Transaction History

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 396,942 shares of GLDM stock, worth $26.1 Million. This represents 9.45% of its overall portfolio holdings.

Number of Shares
396,942
Previous 371,367 6.89%
Holding current value
$26.1 Million
Previous $23 Million 13.16%
% of portfolio
9.45%
Previous 9.01%

Shares

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

Jul 28, 2025
BUY
$58.96 - $67.97 $1.51 Million - $1.74 Million
25,575 Added 6.89%
396,942 $26 Million
Q1 2025

May 09, 2025
BUY
$52.19 - $61.89 $1.46 Million - $1.73 Million
27,975 Added 8.15%
371,367 $23 Million
Q4 2024

Jan 23, 2025
BUY
$50.76 - $55.23 $2.32 Million - $2.52 Million
45,703 Added 15.35%
343,392 $17.8 Million
Q3 2024

Oct 21, 2024
BUY
$46.2 - $53.01 $1.12 Million - $1.28 Million
24,165 Added 8.83%
297,689 $15.5 Million
Q2 2024

Aug 07, 2024
BUY
$44.52 - $48.11 $168,241 - $181,807
3,779 Added 1.4%
273,524 $12.6 Million
Q1 2024

May 10, 2024
SELL
$39.49 - $44.05 $168,780 - $188,269
-4,274 Reduced 1.56%
269,745 $12.8 Billion
Q4 2023

May 10, 2024
SELL
$36.11 - $41.23 $9,713 - $11,090
-269 Reduced 0.1%
269,476 $11 Billion
Q4 2021

Feb 13, 2024
BUY
$34.86 - $37.1 $9.55 Million - $10.2 Million
274,019 New
274,019 $11 Billion

Others Institutions Holding GLDM

# of Institutions
674
Shares Held
142M
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 $9.67B
More about GLDM
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