A detailed history of Merkkuri Wealth Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 23,229 shares of GLDM stock, worth $1.88 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
23,229
Previous 18,486 25.66%
Holding current value
$1.88 Million
Previous $1.21 Billion 46.62%
% of portfolio
1.29%
Previous 0.92%

Shares

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

Oct 29, 2025

BUY
$64.73 - $76.45 $307,014 - $362,602
4,743 Added 25.66%
23,229 $1.78 Billion
Q2 2025

Aug 04, 2025

SELL
$58.96 - $67.97 $150,878 - $173,935
-2,559 Reduced 12.16%
18,486 $1.21 Billion
Q1 2025

Apr 22, 2025

BUY
$52.19 - $61.89 $106,363 - $126,131
2,038 Added 10.72%
21,045 $1.3 Billion
Q4 2024

Jan 21, 2025

BUY
$50.76 - $55.23 $151,011 - $164,309
2,975 Added 18.56%
19,007 $988 Million
Q3 2024

Oct 23, 2024

BUY
$46.2 - $53.01 $83,437 - $95,736
1,806 Added 12.7%
16,032 $836 Million
Q2 2024

Oct 23, 2024

BUY
$44.52 - $48.11 $633,341 - $684,412
14,226 New
14,226 $656 Million

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $11.9B
More about GLDM
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.