Oregon Pacific Wealth Management, LLC World Gold Trust Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 3,776 shares of GLDM stock, worth $305,478. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,776
Previous 6,145 38.55%
Holding current value
$305,478
Previous $470 Million 31.38%
% of portfolio
0.33%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$76.32 - $86.69 $180,802 - $205,368
-2,369 Reduced 38.55%
3,776 $322 Million
Q3 2025

Oct 22, 2025
BUY
$64.73 - $76.45 $160,206 - $189,213
2,475 Added 67.44%
6,145 $470 Million
Q2 2025

Jul 15, 2025
BUY
$58.96 - $67.97 $648 - $747
11 Added 0.3%
3,670 $240 Million
Q1 2025

Apr 28, 2025
BUY
$52.19 - $61.89 $190,963 - $226,455
3,659 New
3,659 $226 Million

Others Institutions Holding GLDM

# of Institutions
857
Shares Held
168M
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 $11.9B
More about GLDM
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