Holistic Planning, LLC World Gold Trust Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in World Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 23,038 shares of GLDM stock, worth $1.31 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
23,038
Previous 5,217 341.59%
Holding current value
$1.31 Million
Previous $272 Million 340.41%
% of portfolio
0.43%
Previous 0.12%

Shares

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

Jan 24, 2025
BUY
$50.76 - $55.23 $904,593 - $984,253
17,821 Added 341.59%
23,038 $1.2 Billion
Q3 2024

Nov 01, 2024
BUY
$46.2 - $53.01 $241,025 - $276,553
5,217 New
5,217 $272 Million

Others Institutions Holding GLDM

# of Institutions
529
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 $8.32B
More about GLDM
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