Lwm Advisory Services, LLC World Gold Trust Transaction History

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 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 161,495 shares of GLDM stock, worth $13.1 Million. This represents 8.06% of its overall portfolio holdings.

Number of Shares
161,495
Previous 259,230 37.7%
Holding current value
$13.1 Million
Previous $17 Million 27.31%
% of portfolio
8.06%
Previous 12.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
SELL
$64.73 - $76.45 $6.33 Million - $7.47 Million
-97,735 Reduced 37.7%
161,495 $12.3 Million
Q2 2025

Aug 14, 2025
BUY
$58.96 - $67.97 $5.75 Million - $6.63 Million
97,516 Added 60.3%
259,230 $17 Million
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
812
Shares Held
167M
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 $11.9B
More about GLDM
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