Geo Wealth Management, LLC World Gold Trust Transaction History

Geo Wealth Management, LLC

$2.2 Billion
Q2 2024

A detailed history of Geo Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Geo Wealth Management, LLC holds 50,392 shares of GLDM stock, worth $2.69 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

50,392

Previous 54,693 7.86%

Holding current value

$2.69 Million

Previous $2.41 Million 3.61%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$44.52 - $48.11 $191,480 - $206,921	-4,301 Reduced 7.86%	50,392 $2.32 Million
Q1 2024 May 15, 2024	SELL	$39.49 - $44.05 $2.16 Million - $2.41 Million	-54,693 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$39.49 - $44.05 $4,817 - $5,374	122 Added 0.22%	54,693 $2.41 Million
Q4 2023 Feb 13, 2024	SELL	$36.11 - $41.23 $40,948 - $46,754	-1,134 Reduced 2.04%	54,571 $2.23 Million
Q3 2023 Nov 13, 2023	BUY	$36.66 - $39.25 $12,940 - $13,855	353 Added 0.64%	55,705 $2.04 Million
Q2 2023 Aug 10, 2023	BUY	$37.86 - $40.67 $171,278 - $183,991	4,524 Added 8.9%	55,352 $2.11 Million
Q1 2023 May 12, 2023	BUY	$35.95 - $39.66 $1.83 Million - $2.02 Million	50,828 New	50,828 $1.99 Million

Others Institutions Holding GLDM

# of Institutions

444

Shares Held

109M

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 $7.83B

More about GLDM

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Geo Wealth Management, LLC World Gold Trust Transaction History