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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 13,956 shares of GLDM stock, worth $1.1 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
13,956
Previous 11,299 23.52%
Holding current value
$1.1 Million
Previous $699 Million 30.76%
% of portfolio
0.62%
Previous 0.48%

Shares

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

Aug 12, 2025
BUY
$58.96 - $67.97 $156,656 - $180,596
2,657 Added 23.52%
13,956 $914 Million
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
779
Shares Held
156M
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 $11.6B
More about GLDM
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