Forvis Wealth Advisors, LLC World Gold Trust Transaction History

Forvis Wealth Advisors, LLC

  • $3.91 Billion
  • Q1 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 67,679 shares of GLDM stock, worth $3.17 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
67,679
Previous 64,498 4.93%
Holding current value
$3.17 Million
Previous $2.64 Million 13.0%
% of portfolio
0.08%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$39.49 - $44.05 $125,617 - $140,123
3,181 Added 4.93%
67,679 $2.98 Million
Q4 2023

Jan 11, 2024
SELL
$36.11 - $41.23 $530,492 - $605,709
-14,691 Reduced 18.55%
64,498 $2.64 Million
Q3 2023

Oct 25, 2023
BUY
$36.66 - $39.25 $4,252 - $4,553
116 Added 0.15%
79,189 $2.9 Million
Q2 2023

Aug 08, 2023
SELL
$37.86 - $40.67 $30,363 - $32,617
-802 Reduced 1.0%
79,073 $3.01 Million
Q1 2023

Apr 26, 2023
BUY
$35.95 - $39.66 $7,082 - $7,813
197 Added 0.25%
79,875 $3.12 Million
Q4 2022

Feb 02, 2023
SELL
$32.57 - $36.19 $88,948 - $98,834
-2,731 Reduced 3.31%
79,678 $2.88 Million
Q3 2022

Oct 13, 2022
SELL
$32.62 - $35.87 $91,499 - $100,615
-2,805 Reduced 3.29%
82,409 $2.72 Million
Q2 2022

Jul 22, 2022
BUY
$35.88 - $39.31 $178,395 - $195,449
4,972 Added 6.2%
85,214 $3.06 Million
Q1 2022

May 10, 2022
BUY
$35.54 - $40.77 $2.85 Million - $3.27 Million
80,242 New
80,242 $3.09 Million

Others Institutions Holding GLDM

# of Institutions
389
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 $6.87B
More about GLDM
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