Gradient Capital Advisors, LLC World Gold Trust Transaction History

Gradient Capital Advisors, LLC

  • $278 Million
  • Q2 2024

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 32,968 shares of GLDM stock, worth $1.74 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
32,968
Previous 33,233 0.8%
Holding current value
$1.74 Million
Previous $1.46 Million 3.83%
% of portfolio
0.55%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
421
Shares Held
102M
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 $7.74B
More about GLDM
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