Evernest Financial Advisors, LLC World Gold Trust Transaction History

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 2024

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 269,745 shares of GLDM stock, worth $12.4 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares
269,745
Previous 274,019 1.56%
Holding current value
$12.4 Million
Previous $11 Billion 16.09%
% of portfolio
6.04%
Previous 5.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
384
Shares Held
104M
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 $6.77B
More about GLDM
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