Holistic Planning, LLC World Gold Trust Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in World Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 21,563 shares of GLDM stock, worth $1.7 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
21,563
Previous 22,351 3.53%
Holding current value
$1.7 Million
Previous $1.38 Billion 2.13%
% of portfolio
0.4%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$58.96 - $67.97 $46,460 - $53,560
-788 Reduced 3.53%
21,563 $1.41 Billion
Q1 2025

Apr 23, 2025
SELL
$52.19 - $61.89 $35,854 - $42,518
-687 Reduced 2.98%
22,351 $1.38 Billion
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
741
Shares Held
152M
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 $11.6B
More about GLDM
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