Evernest Financial Advisors, LLC World Gold Trust Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 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 343,392 shares of GLDM stock, worth $19.1 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

343,392

Previous 297,689 15.35%

Holding current value

$19.1 Million

Previous $15.5 Million 15.02%

% of portfolio

4.91%

Previous 4.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

516

Shares Held

121M

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 $8.15B

More about GLDM

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Evernest Financial Advisors, LLC World Gold Trust Transaction History