Integrated Wealth Concepts LLC World Gold Trust Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in World Gold Trust stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,339 shares of GLDM stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,339
Previous 11,240 27.57%
Holding current value
$1.16 Million
Previous $736,000 48.91%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$64.73 - $76.45 $200,598 - $236,918
3,099 Added 27.57%
14,339 $1.1 Million
Q2 2025

Aug 14, 2025
BUY
$58.96 - $67.97 $360,363 - $415,432
6,112 Added 119.19%
11,240 $736,000
Q1 2025

May 15, 2025
BUY
$52.19 - $61.89 $4,749 - $5,631
91 Added 1.81%
5,128 $317,000
Q4 2024

Feb 14, 2025
SELL
$50.76 - $55.23 $13,857 - $15,077
-273 Reduced 5.14%
5,037 $261,000
Q3 2024

Nov 14, 2024
BUY
$46.2 - $53.01 $38,438 - $44,104
832 Added 18.58%
5,310 $276,000
Q2 2024

Aug 14, 2024
SELL
$44.52 - $48.11 $13,890 - $15,010
-312 Reduced 6.51%
4,478 $206,000
Q1 2024

May 15, 2024
SELL
$39.49 - $44.05 $30,683 - $34,226
-777 Reduced 13.96%
4,790 $210,000
Q4 2023

Feb 13, 2024
SELL
$36.11 - $41.23 $19,463 - $22,222
-539 Reduced 8.83%
5,567 $227,000
Q3 2023

Nov 15, 2023
BUY
$36.66 - $39.25 $22,655 - $24,256
618 Added 11.26%
6,106 $223,000
Q2 2023

Aug 15, 2023
BUY
$37.86 - $40.67 $207,775 - $223,196
5,488 New
5,488 $209,000

Others Institutions Holding GLDM

# of Institutions
821
Shares Held
167M
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 $11.9B
More about GLDM
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