Independent Advisor Alliance World Gold Trust Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in World Gold Trust stock. As of the latest transaction made, Independent Advisor Alliance holds 9,931 shares of GLDM stock, worth $523,363. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,931
Previous 9,687 2.52%
Holding current value
$523,363
Previous $446,000 15.92%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$46.2 - $53.01 $11,272 - $12,934
244 Added 2.52%
9,931 $517,000
Q2 2024

Aug 12, 2024
SELL
$44.52 - $48.11 $32,989 - $35,649
-741 Reduced 7.11%
9,687 $446,000
Q1 2024

May 08, 2024
SELL
$39.49 - $44.05 $332,308 - $370,680
-8,415 Reduced 44.66%
10,428 $459,000
Q4 2023

Feb 08, 2024
BUY
$36.11 - $41.23 $366,877 - $418,896
10,160 Added 117.01%
18,843 $770,000
Q3 2023

Oct 24, 2023
BUY
$36.66 - $39.25 $16,093 - $17,230
439 Added 5.33%
8,683 $318,000
Q1 2023

May 12, 2023
SELL
$35.95 - $39.66 $180,037 - $198,617
-5,008 Reduced 37.79%
8,244 $322,000
Q4 2022

Feb 13, 2023
BUY
$32.3 - $36.19 $28,650 - $32,100
887 Added 7.17%
13,252 $479,000
Q3 2022

Nov 04, 2022
BUY
$32.24 - $35.87 $11,767 - $13,092
365 Added 3.04%
12,365 $408,000
Q2 2022

Aug 04, 2022
SELL
$35.88 - $39.31 $64,619 - $70,797
-1,801 Reduced 13.05%
12,000 $431,000
Q1 2022

May 06, 2022
BUY
$35.54 - $40.77 $490,487 - $562,666
13,801 New
13,801 $531,000

Others Institutions Holding GLDM

# of Institutions
483
Shares Held
122M
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 $7.74B
More about GLDM
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email