A detailed history of Genesis Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 31,719 shares of GLDM stock, worth $2.58 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
31,719
Previous 31,195 1.68%
Holding current value
$2.58 Million
Previous $2.04 Billion 18.64%
% of portfolio
1.71%
Previous 1.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$64.73 - $76.45 $33,918 - $40,059
524 Added 1.68%
31,719 $2.42 Billion
Q2 2025

Jul 15, 2025

SELL
$58.96 - $67.97 $257,065 - $296,349
-4,360 Reduced 12.26%
31,195 $2.04 Billion
Q1 2025

May 05, 2025

SELL
$52.19 - $61.89 $1.96 Million - $2.32 Million
-37,467 Reduced 51.31%
35,555 $2.2 Billion
Q4 2024

Feb 04, 2025

BUY
$50.76 - $55.23 $3.71 Million - $4.03 Million
73,022 New
73,022 $3.8 Billion

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $11.9B
More about GLDM
Track This Portfolio

Track Genesis Wealth Advisors, LLC Portfolio

Follow Genesis Wealth 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 Genesis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Wealth Advisors, LLC with notifications on news.