Ifp Advisors, Inc World Gold Trust Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in World Gold Trust stock. As of the latest transaction made, Ifp Advisors, Inc holds 72,041 shares of GLDM stock, worth $3.41 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

72,041

Previous 77,491 7.03%

Holding current value

$3.41 Million

Previous $2.84 Million 3.77%

% of portfolio

0.14%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$32.57 - $36.19 $136,272 - $151,418	4,184 Added 39.67%	14,730 $561,000

Q3 2022 Nov 08, 2022	SELL	$32.62 - $35.87 $143,560 - $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

387

Shares Held

104M

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 $6.95B

More about GLDM

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