Mbl Wealth, LLC World Gold Trust Transaction History

Mbl Wealth, LLC

$923 Million
Q1 2025

A detailed history of Mbl Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Mbl Wealth, LLC holds 570,860 shares of GLDM stock, worth $38.1 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

570,860

Previous 579,391 1.47%

Holding current value

$38.1 Million

Previous $30.1 Million 17.31%

% of portfolio

3.83%

Previous 3.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$52.19 - $61.89 $445,232 - $527,983	-8,531 Reduced 1.47%	570,860 $35.3 Million
Q4 2024 Apr 21, 2025	BUY	$50.76 - $55.23 $102,585 - $111,619	2,021 Added 0.35%	579,391 $30.1 Million
Q3 2024 Jan 08, 2025	BUY	$46.2 - $53.01 $144,559 - $165,868	3,129 Added 0.54%	577,370 $30.1 Million
Q2 2024 Jul 19, 2024	BUY	$44.52 - $48.11 $303,938 - $328,446	6,827 Added 1.2%	574,241 $26.5 Million
Q1 2024 Apr 22, 2024	BUY	$39.49 - $44.05 $463,415 - $516,926	11,735 Added 2.11%	567,414 $25 Million
Q4 2023 Jan 18, 2024	BUY	$36.11 - $41.23 $562,124 - $641,827	15,567 Added 2.88%	555,679 $22.7 Million
Q3 2023 Oct 11, 2023	BUY	$36.66 - $39.25 $893,734 - $956,875	24,379 Added 4.73%	540,112 $19.8 Million
Q2 2023 Jul 17, 2023	BUY	$37.86 - $40.67 $1.18 Million - $1.27 Million	31,299 Added 6.46%	515,733 $19.6 Million
Q1 2023 Apr 11, 2023	BUY	$35.95 - $39.66 $685,638 - $756,395	19,072 Added 4.1%	484,434 $18.9 Million
Q4 2022 Jan 12, 2023	BUY	$32.3 - $36.19 $151,260 - $169,477	4,683 Added 1.02%	465,362 $16.8 Million
Q3 2022 Jan 12, 2023	BUY	$32.24 - $35.87 $5.57 Million - $6.2 Million	172,714 Added 59.98%	460,679 $15.2 Million
Q2 2022 Jan 12, 2023	BUY	$35.88 - $39.31 $1.07 Million - $1.18 Million	29,932 Added 11.6%	287,965 $10.3 Million
Q1 2022 May 02, 2022	BUY	$35.54 - $40.77 $9.17 Million - $10.5 Million	258,033 New	258,033 $9.93 Million

Others Institutions Holding GLDM

# of Institutions

642

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $9.79B

More about GLDM

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