A detailed history of Pds Planning, Inc transactions in World Gold Trust stock. As of the latest transaction made, Pds Planning, Inc holds 26,033 shares of GLDM stock, worth $1.38 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,033
Previous 11,178 132.89%
Holding current value
$1.38 Million
Previous $515,000 163.5%
% of portfolio
0.12%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$46.2 - $53.01 $686,301 - $787,463
14,855 Added 132.89%
26,033 $1.36 Million
Q2 2024

Aug 07, 2024

BUY
$44.52 - $48.11 $52,845 - $57,106
1,187 Added 11.88%
11,178 $515,000
Q1 2024

May 01, 2024

BUY
$39.49 - $44.05 $8,569 - $9,558
217 Added 2.22%
9,991 $440,000
Q4 2023

Feb 01, 2024

BUY
$36.11 - $41.23 $186,616 - $213,076
5,168 Added 112.2%
9,774 $399,000
Q2 2023

Jul 20, 2023

SELL
$37.86 - $40.67 $4,656 - $5,002
-123 Reduced 2.6%
4,606 $175,000
Q1 2023

May 01, 2023

BUY
$35.95 - $39.66 $431 - $475
12 Added 0.25%
4,729 $184,000
Q4 2022

Jan 26, 2023

BUY
$32.3 - $36.19 $11,401 - $12,775
353 Added 8.09%
4,717 $0
Q3 2022

Nov 02, 2022

BUY
$32.24 - $35.87 $12,057 - $13,415
374 Added 9.37%
4,364 $144,000
Q2 2022

Jul 15, 2022

BUY
$35.88 - $39.31 $6,781 - $7,429
189 Added 4.97%
3,990 $143,000
Q1 2022

Apr 18, 2022

BUY
$35.54 - $40.77 $135,087 - $154,966
3,801 New
3,801 $146,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.76B
More about GLDM
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.