Kestra Private Wealth Services, LLC World Gold Trust Transaction History

Kestra Private Wealth Services, LLC

$6.57 Billion
Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 59,973 shares of GLDM stock, worth $4.75 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

59,973

Previous 43,827 36.84%

Holding current value

$4.75 Million

Previous $2.71 Million 44.87%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$58.96 - $67.97 $951,968 - $1.1 Million	16,146 Added 36.84%	59,973 $3.93 Million
Q1 2025 May 05, 2025	BUY	$52.19 - $61.89 $105,319 - $124,894	2,018 Added 4.83%	43,827 $2.71 Million
Q4 2024 Jan 28, 2025	BUY	$50.76 - $55.23 $231,770 - $252,180	4,566 Added 12.26%	41,809 $2.17 Million
Q3 2024 Nov 13, 2024	BUY	$46.2 - $53.01 $199,399 - $228,791	4,316 Added 13.11%	37,243 $1.94 Million
Q2 2024 Aug 12, 2024	BUY	$44.52 - $48.11 $147,405 - $159,292	3,311 Added 11.18%	32,927 $1.52 Million
Q1 2024 May 02, 2024	BUY	$39.49 - $44.05 $604,868 - $674,713	15,317 Added 107.12%	29,616 $1.3 Million
Q4 2023 Feb 05, 2024	BUY	$36.11 - $41.23 $516,336 - $589,547	14,299 New	14,299 $584,000

Others Institutions Holding GLDM

# of Institutions

767

Shares Held

156M

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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Kestra Private Wealth Services, LLC World Gold Trust Transaction History