Ever Source Wealth Advisors, LLC World Gold Trust Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 419 shares of GLDM stock, worth $34,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

419

Previous 1,092 61.63%

Holding current value

$34,823

Previous $67,000 59.7%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$58.96 - $67.97 $39,680 - $45,743	-673 Reduced 61.63%	419 $27,000
Q1 2025 May 13, 2025	BUY	$52.19 - $61.89 $38,307 - $45,427	734 Added 205.03%	1,092 $67,000
Q4 2024 Feb 07, 2025	BUY	$50.76 - $55.23 $11,065 - $12,040	218 Added 155.71%	358 $18,000
Q3 2024 Nov 08, 2024	SELL	$46.2 - $53.01 $1,801 - $2,067	-39 Reduced 21.79%	140 $7,000
Q2 2024 Aug 13, 2024	BUY	$44.52 - $48.11 $1,736 - $1,876	39 Added 27.86%	179 $8,000
Q1 2024 Jun 11, 2024	BUY	$39.49 - $44.05 $5,528 - $6,167	140 New	140 $6,000
Q2 2023 Aug 04, 2023	BUY	$37.86 - $40.67 $62,885 - $67,552	1,661 New	1,661 $63,000

Others Institutions Holding GLDM

# of Institutions

748

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 $12.2B

More about GLDM

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Ever Source Wealth Advisors, LLC World Gold Trust Transaction History