Peak Financial Advisors LLC World Gold Trust Transaction History

Peak Financial Advisors LLC

$154 Million
Q1 2025

A detailed history of Peak Financial Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Peak Financial Advisors LLC holds 223,773 shares of GLDM stock, worth $14.7 Million. This represents 8.84% of its overall portfolio holdings.

Number of Shares

223,773

Previous 225,780 0.89%

Holding current value

$14.7 Million

Previous $11.7 Million 16.36%

% of portfolio

8.84%

Previous 7.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$52.19 - $61.89 $104,745 - $124,213	-2,007 Reduced 0.89%	223,773 $13.7 Million
Q4 2024 Jan 14, 2025	SELL	$50.76 - $55.23 $40,709 - $44,294	-802 Reduced 0.35%	225,780 $11.7 Million
Q3 2024 Oct 09, 2024	BUY	$46.2 - $53.01 $182,813 - $209,760	3,957 Added 1.78%	226,582 $11.8 Million
Q2 2024 Jul 12, 2024	BUY	$44.52 - $48.11 $1.29 Million - $1.39 Million	28,914 Added 14.93%	222,625 $10.3 Million
Q1 2024 Apr 12, 2024	SELL	$39.49 - $44.05 $1.1 Million - $1.22 Million	-27,756 Reduced 12.53%	193,711 $8.53 Million
Q4 2023 Jan 10, 2024	BUY	$36.11 - $41.23 $44,884 - $51,248	1,243 Added 0.56%	221,467 $9.06 Million
Q3 2023 Oct 10, 2023	BUY	$36.66 - $39.25 $3.02 Million - $3.24 Million	82,479 Added 59.88%	220,224 $8.07 Million
Q2 2023 Jul 10, 2023	BUY	$37.86 - $40.67 $266,799 - $286,601	7,047 Added 5.39%	137,745 $5.25 Million
Q1 2023 Apr 18, 2023	SELL	$35.95 - $39.66 $227,132 - $250,571	-6,318 Reduced 4.61%	130,698 $5.11 Million
Q4 2022 Jan 12, 2023	BUY	$32.3 - $36.19 $4.43 Million - $4.96 Million	137,016 New	137,016 $4.96 Billion
Q2 2022 Jul 14, 2022	SELL	$35.88 - $39.31 $1.92 Million - $2.1 Million	-53,438 Reduced 18.18%	240,451 $8.63 Million
Q1 2022 Apr 22, 2022	BUY	$35.54 - $40.77 $10.4 Million - $12 Million	293,889 New	293,889 $11.3 Million

Others Institutions Holding GLDM

# of Institutions

632

Shares Held

134M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $9.66B

More about GLDM

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Peak Financial Advisors LLC World Gold Trust Transaction History