Independent Advisor Alliance World Gold Trust Transaction History

Independent Advisor Alliance

$2.74 Billion
Q1 2024

A detailed history of Independent Advisor Alliance transactions in World Gold Trust stock. As of the latest transaction made, Independent Advisor Alliance holds 10,428 shares of GLDM stock, worth $493,661. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,428

Previous 18,843 44.66%

Holding current value

$493,661

Previous $770,000 40.39%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$32.57 - $36.19 $28,889 - $32,100	887 Added 7.17%	13,252 $479,000

Q3 2022 Nov 04, 2022	BUY	$32.62 - $35.87 $11,906 - $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

389

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

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Independent Advisor Alliance World Gold Trust Transaction History