Integrated Wealth Concepts LLC World Gold Trust Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

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 5,310 shares of GLDM stock, worth $278,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,310
Previous 4,478 18.58%
Holding current value
$278,775
Previous $206,000 33.98%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
484
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 $7.71B
More about GLDM
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