Ifp Advisors, Inc World Gold Trust Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in World Gold Trust stock. As of the latest transaction made, Ifp Advisors, Inc holds 47,775 shares of GLDM stock, worth $2.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

47,775

Previous 49,438 3.36%

Holding current value

$2.48 Million

Previous $2.18 Million 1.1%

% of portfolio

0.09%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$44.52 - $48.11 $74,036 - $80,006	-1,663 Reduced 3.36%	47,775 $2.2 Million
Q1 2024 Jul 30, 2024	SELL	$39.49 - $44.05 $892,592 - $995,662	-22,603 Reduced 31.38%	49,438 $2.18 Million
Q4 2023 Jan 09, 2024	SELL	$36.11 - $41.23 $196,799 - $224,703	-5,450 Reduced 7.03%	72,041 $2.95 Million
Q3 2023 Oct 12, 2023	SELL	$36.66 - $39.25 $667,945 - $715,135	-18,220 Reduced 19.04%	77,491 $2.84 Million
Q2 2023 Aug 04, 2023	BUY	$37.86 - $40.67 $2.86 Million - $3.07 Million	75,534 Added 374.36%	95,711 $3.65 Million
Q1 2023 Apr 18, 2023	BUY	$35.95 - $39.66 $195,819 - $216,028	5,447 Added 36.98%	20,177 $789,000
Q4 2022 Feb 07, 2023	BUY	$32.3 - $36.19 $135,143 - $151,418	4,184 Added 39.67%	14,730 $561,000
Q3 2022 Nov 08, 2022	SELL	$32.24 - $35.87 $141,888 - $157,863	-4,401 Reduced 29.44%	10,546 $435,000
Q2 2022 Sep 06, 2022	BUY	$35.88 - $39.31 $536,298 - $587,566	14,947 New	14,947 $585,000
Q2 2022 Aug 12, 2022	SELL	$35.88 - $39.31 $536,298 - $587,566	-14,947 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$35.54 - $40.77 $93,328 - $107,062	2,626 Added 21.31%	14,947 $575,000
Q1 2022 Aug 08, 2022	BUY	$35.54 - $40.77 $437,888 - $502,327	12,321 New	12,321 $473,000

Others Institutions Holding GLDM

# of Institutions

484

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.61B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account