Mosaic Family Wealth Partners, LLC World Gold Trust Transaction History

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,918 shares of GLDM stock, worth $221,523. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,918
Previous 3,957 0.99%
Holding current value
$221,523
Previous $206 Million 1.25%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$50.76 - $55.23 $1,979 - $2,153
-39 Reduced 0.99%
3,918 $204 Million
Q3 2024

Nov 13, 2024
BUY
$46.2 - $53.01 $182,813 - $209,760
3,957 New
3,957 $206 Million
Q3 2023

Nov 01, 2023
SELL
$36.66 - $39.25 $5,572 - $5,966
-152 Reduced 2.46%
6,033 $221 Million
Q2 2023

Aug 08, 2023
BUY
$37.86 - $40.67 $17,907 - $19,236
473 Added 8.28%
6,185 $236 Million
Q1 2023

Apr 10, 2023
BUY
$35.95 - $39.66 $205,346 - $226,537
5,712 New
5,712 $223 Million

Others Institutions Holding GLDM

# of Institutions
550
Shares Held
123M
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 $8.3B
More about GLDM
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