Heritage Wealth Advisors World Gold Trust Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in World Gold Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 21,975 shares of GLDM stock, worth $1.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,975
Previous 22,083 0.49%
Holding current value
$1.27 Million
Previous $1.15 Million 0.78%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$50.76 - $55.23 $5,482 - $5,964
-108 Reduced 0.49%
21,975 $1.14 Million
Q2 2024

Aug 05, 2024
BUY
$44.52 - $48.11 $885,191 - $956,571
19,883 Added 903.77%
22,083 $1.02 Million
Q1 2024

May 08, 2024
SELL
$39.49 - $44.05 $259,962 - $289,981
-6,583 Reduced 74.95%
2,200 $96,000
Q4 2023

Feb 09, 2024
BUY
$36.11 - $41.23 $317,154 - $362,123
8,783 New
8,783 $359,000

Others Institutions Holding GLDM

# of Institutions
551
Shares Held
123M
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 $8.49B
More about GLDM
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