Gradient Investments LLC World Gold Trust Transaction History

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025

A detailed history of Gradient Investments LLC transactions in World Gold Trust stock. As of the latest transaction made, Gradient Investments LLC holds 1,101,614 shares of GLDM stock, worth $89.1 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
1,101,614
Previous 992,839 10.96%
Holding current value
$89.1 Million
Previous $75.9 Million 17.41%
% of portfolio
1.79%
Previous 1.62%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$76.32 - $86.69 $8.3 Million - $9.43 Million
108,775 Added 10.96%
1,101,614 $89.1 Million
Q3 2025

Oct 06, 2025
BUY
$64.73 - $76.45 $4.54 Million - $5.37 Million
70,188 Added 7.61%
992,839 $75.9 Million
Q2 2025

Jul 08, 2025
BUY
$58.96 - $67.97 $963,878 - $1.11 Million
16,348 Added 1.8%
922,651 $60.5 Million
Q1 2025

Apr 09, 2025
SELL
$52.19 - $61.89 $658,376 - $780,742
-12,615 Reduced 1.37%
906,303 $55.3 Million
Q4 2024

Jan 21, 2025
BUY
$50.76 - $55.23 $930,684 - $1.01 Million
18,335 Added 2.04%
918,918 $47.8 Million
Q3 2024

Oct 15, 2024
SELL
$46.2 - $53.01 $172,649 - $198,098
-3,737 Reduced 0.41%
900,583 $46.9 Million
Q2 2024

Jul 18, 2024
SELL
$44.52 - $48.11 $19.3 Million - $20.8 Million
-433,231 Reduced 32.39%
904,320 $41.7 Million
Q1 2024

Apr 23, 2024
SELL
$39.49 - $44.05 $2.06 Million - $2.29 Million
-52,057 Reduced 3.75%
1,337,551 $58.9 Million
Q4 2023

Jan 18, 2024
BUY
$36.11 - $41.23 $32.2 Million - $36.7 Million
891,187 Added 178.8%
1,389,608 $56.8 Million
Q3 2023

Oct 27, 2023
SELL
$36.66 - $39.25 $1.02 Million - $1.09 Million
-27,715 Reduced 5.27%
498,421 $18.3 Million
Q2 2023

Jul 11, 2023
SELL
$37.86 - $40.67 $44.8 Million - $48.2 Million
-1,184,486 Reduced 69.24%
526,136 $20 Million
Q1 2023

Apr 17, 2023
SELL
$35.95 - $39.66 $2.36 Million - $2.61 Million
-65,709 Reduced 3.7%
1,710,622 $66.9 Million
Q4 2022

Jan 10, 2023
SELL
$32.3 - $36.19 $218,606 - $244,933
-6,768 Reduced 0.38%
1,776,331 $0
Q3 2022

Oct 14, 2022
SELL
$32.24 - $35.87 $1.04 Million - $1.15 Million
-32,110 Reduced 1.77%
1,783,099 $58.8 Million
Q2 2022

Jul 11, 2022
BUY
$35.88 - $39.31 $3.26 Million - $3.57 Million
90,727 Added 5.26%
1,815,209 $65.1 Million
Q1 2022

May 26, 2022
BUY
$35.54 - $40.77 $61.3 Million - $70.3 Million
1,724,482 New
1,724,482 $66.3 Million

Others Institutions Holding GLDM

# of Institutions
816
Shares Held
167M
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 $11.9B
More about GLDM
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email