Marshall & Sterling Wealth Advisors Inc. World Gold Trust Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in World Gold Trust stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 11,299 shares of GLDM stock, worth $757,597. This represents 0.48% of its overall portfolio holdings.

Number of Shares
11,299
Previous 10,681 5.79%
Holding current value
$757,597
Previous $555 Million 25.93%
% of portfolio
0.48%
Previous 0.38%

Shares

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

May 15, 2025
BUY
$52.19 - $61.89 $32,253 - $38,248
618 Added 5.79%
11,299 $699 Million
Q4 2024

Feb 14, 2025
BUY
$50.76 - $55.23 $542,167 - $589,911
10,681 New
10,681 $555 Million

Others Institutions Holding GLDM

# of Institutions
642
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 $9.85B
More about GLDM
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