Jnba Financial Advisors World Gold Trust Transaction History

Jnba Financial Advisors

$1.03 Billion
Q2 2025

A detailed history of Jnba Financial Advisors transactions in World Gold Trust stock. As of the latest transaction made, Jnba Financial Advisors holds 89,933 shares of GLDM stock, worth $7.09 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

89,933

Previous 100,282 10.32%

Holding current value

$7.09 Million

Previous $6.21 Million 5.06%

% of portfolio

0.57%

Previous 0.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$58.96 - $67.97 $610,177 - $703,421	-10,349 Reduced 10.32%	89,933 $5.89 Million
Q1 2025 Apr 25, 2025	SELL	$52.19 - $61.89 $874,808 - $1.04 Million	-16,762 Reduced 14.32%	100,282 $6.21 Million
Q4 2024 Jan 30, 2025	SELL	$50.76 - $55.23 $442,881 - $481,881	-8,725 Reduced 6.94%	117,044 $6.08 Million
Q3 2024 Oct 30, 2024	SELL	$46.2 - $53.01 $2.13 Million - $2.44 Million	-46,085 Reduced 26.82%	125,769 $6.56 Million
Q2 2024 Jul 22, 2024	SELL	$44.52 - $48.11 $3.6 Million - $3.89 Million	-80,763 Reduced 31.97%	171,854 $7.92 Million
Q1 2024 Apr 26, 2024	SELL	$39.49 - $44.05 $4.82 Million - $5.38 Million	-122,135 Reduced 32.59%	252,617 $11.1 Million
Q4 2023 Feb 07, 2024	SELL	$36.11 - $41.23 $324,917 - $370,987	-8,998 Reduced 2.34%	374,752 $15.3 Million
Q3 2023 Nov 02, 2023	BUY	$36.66 - $39.25 $235,540 - $252,181	6,425 Added 1.7%	383,750 $14.1 Million
Q2 2023 Aug 03, 2023	BUY	$37.86 - $40.67 $211,902 - $227,629	5,597 Added 1.51%	377,325 $14.4 Million
Q1 2023 May 01, 2023	SELL	$35.95 - $39.66 $220,661 - $243,433	-6,138 Reduced 1.62%	371,728 $14.5 Million
Q4 2022 Feb 06, 2023	SELL	$32.3 - $36.19 $225,421 - $252,570	-6,979 Reduced 1.81%	377,866 $13.7 Million
Q3 2022 Nov 07, 2022	BUY	$32.24 - $35.87 $540,213 - $601,037	16,756 Added 4.55%	384,845 $12.7 Million
Q2 2022 Jul 22, 2022	BUY	$35.88 - $39.31 $988,565 - $1.08 Million	27,552 Added 8.09%	368,089 $13.2 Million
Q1 2022 Apr 29, 2022	BUY	$35.54 - $40.77 $12.1 Million - $13.9 Million	340,537 New	340,537 $13.1 Million

Others Institutions Holding GLDM

# of Institutions

741

Shares Held

152M

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 $11.6B

More about GLDM

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Jnba Financial Advisors World Gold Trust Transaction History