Foundations Investment Advisors, LLC World Gold Trust Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 44,319 shares of GLDM stock, worth $2.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
44,319
Previous 38,332 15.62%
Holding current value
$2.5 Million
Previous $2 Million 15.27%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$50.76 - $55.23 $303,900 - $330,662
5,987 Added 15.62%
44,319 $2.3 Million
Q3 2024

Oct 21, 2024
BUY
$46.2 - $53.01 $116,008 - $133,108
2,511 Added 7.01%
38,332 $2 Million
Q2 2024

Aug 02, 2024
BUY
$44.52 - $48.11 $1.59 Million - $1.72 Million
35,821 New
35,821 $1.65 Million
Q4 2023

Feb 08, 2024
BUY
$36.11 - $41.23 $689,809 - $787,616
19,103 New
19,103 $781,000

Others Institutions Holding GLDM

# of Institutions
520
Shares Held
121M
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 $8.28B
More about GLDM
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email