Peak Retirement Planning, Inc. World Gold Trust Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 7,852 shares of GLDM stock, worth $635,226. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,852
Previous 4,184 87.67%
Holding current value
$635,226
Previous $274 Million 118.97%
% of portfolio
0.17%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$64.73 - $76.45 $237,429 - $280,418
3,668 Added 87.67%
7,852 $600 Million
Q2 2025

Nov 04, 2025
SELL
$58.96 - $67.97 $4.64 Million - $5.35 Million
-78,769 Reduced 94.96%
4,184 $274 Million
Q1 2025

Nov 04, 2025
BUY
$52.19 - $61.89 $2.36 Million - $2.8 Million
45,283 Added 120.21%
82,953 $5.13 Billion
Q4 2024

Feb 20, 2025
BUY
$50.76 - $55.23 $1.91 Million - $2.08 Million
37,670 New
37,670 $1.99 Billion

Others Institutions Holding GLDM

# of Institutions
812
Shares Held
167M
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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