Peak Financial Advisors LLC World Gold Trust Transaction History

Peak Financial Advisors LLC

  • $134 Million
  • Q1 2024

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 193,711 shares of GLDM stock, worth $8.95 Million. This represents 6.39% of its overall portfolio holdings.

Number of Shares
193,711
Previous 221,467 12.53%
Holding current value
$8.95 Million
Previous $9.06 Million 5.83%
% of portfolio
6.39%
Previous 7.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$32.57 - $36.19 $4.46 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
385
Shares Held
104M
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 $6.78B
More about GLDM
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