Ever Source Wealth Advisors, LLC World Gold Trust Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 1,092 shares of GLDM stock, worth $72,508. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,092
Previous 358 205.03%
Holding current value
$72,508
Previous $18,000 272.22%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
642
Shares Held
141M
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 $9.75B
More about GLDM
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