Patriot Financial Group Insurance Agency, LLC World Gold Trust Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in World Gold Trust stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,536 shares of GLDM stock, worth $652,577. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,536
Previous 10,706 20.27%
Holding current value
$652,577
Previous $653,000 14.4%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Jul 21, 2025
SELL
$58.96 - $67.97 $127,943 - $147,494
-2,170 Reduced 20.27%
8,536 $559,000
Q1 2025

Apr 14, 2025
BUY
$52.19 - $61.89 $277,285 - $328,821
5,313 Added 98.52%
10,706 $653,000
Q4 2024

Jan 22, 2025
BUY
$50.76 - $55.23 $273,748 - $297,855
5,393 New
5,393 $280,000
Q1 2022

May 11, 2022
BUY
$35.54 - $40.77 $4,442 - $5,096
125 New
125 $5,000

Others Institutions Holding GLDM

# of Institutions
734
Shares Held
151M
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 $11.2B
More about GLDM
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