Lifelong Wealth Advisors, Inc. World Gold Trust Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 11,950 shares of GLDM stock, worth $804,235. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,950
Previous 14,958 20.11%
Holding current value
$804,235
Previous $926 Million 15.42%
% of portfolio
0.26%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$58.96 - $67.97 $177,351 - $204,453
-3,008 Reduced 20.11%
11,950 $783 Million
Q1 2025

Apr 23, 2025
BUY
$52.19 - $61.89 $346,332 - $410,702
6,636 Added 79.74%
14,958 $926 Million
Q4 2024

Feb 13, 2025
BUY
$50.76 - $55.23 $422,424 - $459,624
8,322 New
8,322 $433 Million

Others Institutions Holding GLDM

# of Institutions
699
Shares Held
147M
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 $9.88B
More about GLDM
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