Gradient Capital Advisors, LLC World Gold Trust Transaction History

Gradient Capital Advisors, LLC

$329 Million
Q2 2025

A detailed history of Gradient Capital Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 30,003 shares of GLDM stock, worth $1.98 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

30,003

Previous 31,771 5.56%

Holding current value

$1.98 Million

Previous $1.97 Million 0.05%

% of portfolio

0.6%

Previous 0.66%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$58.96 - $67.97 $104,241 - $120,170	-1,768 Reduced 5.56%	30,003 $1.97 Million
Q1 2025 May 02, 2025	BUY	$52.19 - $61.89 $3,601 - $4,270	69 Added 0.22%	31,771 $1.97 Million
Q4 2024 Jan 29, 2025	SELL	$50.76 - $55.23 $63,805 - $69,424	-1,257 Reduced 3.81%	31,702 $1.65 Million
Q3 2024 Oct 16, 2024	SELL	$46.2 - $53.01 $415 - $477	-9 Reduced 0.03%	32,959 $1.72 Million
Q2 2024 Jul 19, 2024	SELL	$44.52 - $48.11 $11,797 - $12,749	-265 Reduced 0.8%	32,968 $1.52 Million
Q1 2024 Apr 17, 2024	BUY	$39.49 - $44.05 $35,541 - $39,645	900 Added 2.78%	33,233 $1.46 Million
Q4 2023 Jan 31, 2024	BUY	$36.11 - $41.23 $52,540 - $59,989	1,455 Added 4.71%	32,333 $1.32 Million
Q3 2023 Oct 24, 2023	SELL	$36.66 - $39.25 $40,912 - $43,803	-1,116 Reduced 3.49%	30,878 $1.13 Million
Q2 2023 Jul 18, 2023	BUY	$37.86 - $40.67 $28,016 - $30,095	740 Added 2.37%	31,994 $1.22 Million
Q1 2023 Apr 17, 2023	SELL	$35.95 - $39.66 $27,393 - $30,220	-762 Reduced 2.38%	31,254 $1.22 Million
Q4 2022 Feb 03, 2023	BUY	$32.3 - $36.19 $8,914 - $9,988	276 Added 0.87%	32,016 $1.16 Million
Q3 2022 Nov 04, 2022	BUY	$32.24 - $35.87 $61,546 - $68,475	1,909 Added 6.4%	31,740 $1.05 Million
Q2 2022 Jul 18, 2022	BUY	$35.88 - $39.31 $130,208 - $142,655	3,629 Added 13.85%	29,831 $1.07 Million
Q1 2022 Apr 29, 2022	BUY	$35.54 - $40.77 $931,219 - $1.07 Million	26,202 New	26,202 $1.01 Million

Others Institutions Holding GLDM

# of Institutions

672

Shares Held

142M

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 $9.71B

More about GLDM

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Gradient Capital Advisors, LLC World Gold Trust Transaction History