Inspirion Wealth Advisors, LLC World Gold Trust Transaction History

Inspirion Wealth Advisors, LLC

$727 Million
Q2 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 103,557 shares of GLDM stock, worth $6.97 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

103,557

Previous 102,601 0.93%

Holding current value

$6.97 Million

Previous $6.26 Million 8.37%

% of portfolio

0.93%

Previous 0.88%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$58.96 - $67.97 $56,365 - $64,979	956 Added 0.93%	103,557 $6.79 Million
Q1 2025 Apr 09, 2025	BUY	$52.19 - $61.89 $47,440 - $56,258	909 Added 0.89%	102,601 $6.26 Million
Q4 2024 Jan 14, 2025	BUY	$50.76 - $55.23 $168,370 - $183,197	3,317 Added 3.37%	101,692 $5.29 Million
Q3 2024 Oct 04, 2024	BUY	$46.2 - $53.01 $119,334 - $136,924	2,583 Added 2.7%	98,375 $5.13 Million
Q2 2024 Jul 12, 2024	BUY	$44.52 - $48.11 $1,958 - $2,116	44 Added 0.05%	95,792 $4.42 Million
Q1 2024 Apr 12, 2024	BUY	$39.49 - $44.05 $28,906 - $32,244	732 Added 0.77%	95,748 $4.22 Million
Q4 2023 Jan 10, 2024	BUY	$36.11 - $41.23 $67,778 - $77,388	1,877 Added 2.02%	95,016 $3.89 Million
Q3 2023 Oct 13, 2023	SELL	$36.66 - $39.25 $27,751 - $29,712	-757 Reduced 0.81%	93,139 $3.41 Million
Q2 2023 Jul 20, 2023	BUY	$37.86 - $40.67 $89,311 - $95,940	2,359 Added 2.58%	93,896 $3.58 Million
Q1 2023 Apr 07, 2023	BUY	$35.95 - $39.66 $156,202 - $172,322	4,345 Added 4.98%	91,537 $3.58 Million
Q4 2022 Jan 18, 2023	SELL	$32.3 - $36.19 $141,667 - $158,729	-4,386 Reduced 4.79%	87,192 $0
Q3 2022 Oct 18, 2022	SELL	$32.24 - $35.87 $82,921 - $92,257	-2,572 Reduced 2.73%	91,578 $3.02 Million
Q2 2022 Jul 27, 2022	BUY	$35.88 - $39.31 $3.38 Million - $3.7 Million	94,150 New	94,150 $3.38 Million

Others Institutions Holding GLDM

# of Institutions

694

Shares Held

141M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $9.88B

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Inspirion Wealth Advisors, LLC World Gold Trust Transaction History