Leading Edge Financial Planning LLC World Gold Trust Transaction History

Leading Edge Financial Planning LLC

$226 Billion
Q1 2024

A detailed history of Leading Edge Financial Planning LLC transactions in World Gold Trust stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 25,431 shares of GLDM stock, worth $1.17 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

25,431

Previous 24,444 4.04%

Holding current value

$1.17 Million

Previous $1 Billion 12.02%

% of portfolio

0.5%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$39.49 - $44.05 $38,976 - $43,477	987 Added 4.04%	25,431 $1.12 Billion
Q4 2023 Feb 13, 2024	SELL	$36.11 - $41.23 $16,357 - $18,677	-453 Reduced 1.82%	24,444 $1 Billion
Q3 2023 Oct 25, 2023	BUY	$36.66 - $39.25 $78,159 - $83,681	2,132 Added 9.37%	24,897 $913 Million
Q2 2023 Jul 17, 2023	BUY	$37.86 - $40.67 $67,580 - $72,595	1,785 Added 8.51%	22,765 $867 Million
Q1 2023 Apr 20, 2023	BUY	$35.95 - $39.66 $124,135 - $136,945	3,453 Added 19.7%	20,980 $821 Million

Q4 2022 Mar 02, 2023	BUY	$32.57 - $36.19 $570,854 - $634,302	17,527 New	17,527 $634 Million

Others Institutions Holding GLDM

# of Institutions

385

Shares Held

104M

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 $6.78B

More about GLDM

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Leading Edge Financial Planning LLC World Gold Trust Transaction History