Lwm Advisory Services, LLC World Gold Trust Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 161,714 shares of GLDM stock, worth $10.6 Million. This represents 7.22% of its overall portfolio holdings.

Number of Shares
161,714
Previous 137,106 17.95%
Holding current value
$10.6 Million
Previous $7.13 Million 40.44%
% of portfolio
7.22%
Previous 5.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$52.19 - $61.89 $1.28 Million - $1.52 Million
24,608 Added 17.95%
161,714 $10 Million
Q4 2024

Feb 03, 2025
BUY
$50.76 - $55.23 $5.88 Million - $6.39 Million
115,755 Added 542.15%
137,106 $7.13 Million
Q3 2024

Nov 13, 2024
BUY
$46.2 - $53.01 $986,416 - $1.13 Million
21,351 New
21,351 $1.11 Million

Others Institutions Holding GLDM

# of Institutions
641
Shares Held
141M
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 $9.63B
More about GLDM
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email