Kingsview Wealth Management, LLC World Gold Trust Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 12,910 shares of GLDM stock, worth $860,580. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,910

Previous 14,020 7.92%

Holding current value

$860,580

Previous $728,000 9.62%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$52.19 - $61.89 $57,930 - $68,697	-1,110 Reduced 7.92%	12,910 $798,000
Q4 2024 Jan 28, 2025	SELL	$50.76 - $55.23 $24,821 - $27,007	-489 Reduced 3.37%	14,020 $728,000
Q3 2024 Nov 12, 2024	SELL	$46.2 - $53.01 $22,961 - $26,345	-497 Reduced 3.31%	14,509 $756,000
Q2 2024 Aug 14, 2024	SELL	$44.52 - $48.11 $36,372 - $39,305	-817 Reduced 5.16%	15,006 $691,000
Q1 2024 May 09, 2024	SELL	$39.49 - $44.05 $5,173 - $5,770	-131 Reduced 0.82%	15,823 $697,000
Q4 2023 Feb 08, 2024	BUY	$36.11 - $41.23 $576,098 - $657,783	15,954 New	15,954 $652,000
Q2 2022 Aug 16, 2022	BUY	$35.88 - $39.31 $1.48 Million - $1.62 Million	41,326 New	41,326 $1.48 Million
Q1 2022 Feb 08, 2024	BUY	$35.54 - $40.77 $908,260 - $1.04 Million	25,556 Added 160.19%	41,510 $1.6 Million

Others Institutions Holding GLDM

# of Institutions

642

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 $9.79B

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Kingsview Wealth Management, LLC World Gold Trust Transaction History