Perigon Wealth Management, LLC World Gold Trust Transaction History

Perigon Wealth Management, LLC

$5.25 Billion
Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,577 shares of GLDM stock, worth $370,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,577

Previous 5,737 20.22%

Holding current value

$370,279

Previous $438,000 15.53%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$76.32 - $86.69 $88,531 - $100,560	-1,160 Reduced 20.22%	4,577 $370,000
Q3 2025 Oct 17, 2025	SELL	$64.73 - $76.45 $132,308 - $156,263	-2,044 Reduced 26.27%	5,737 $438,000
Q2 2025 Jul 15, 2025	BUY	$58.96 - $67.97 $206,831 - $238,438	3,508 Added 82.1%	7,781 $509,000
Q4 2024 Jan 22, 2025	SELL	$50.76 - $55.23 $451,205 - $490,939	-8,889 Reduced 67.54%	4,273 $222,000
Q3 2024 Oct 16, 2024	BUY	$46.2 - $53.01 $608,084 - $697,717	13,162 New	13,162 $686,000

Q4 2023 Jan 29, 2024	BUY	$36.11 - $41.23 $63,661 - $72,688	1,763 Added 16.24%	12,622 $516,000
Q3 2023 Oct 30, 2023	BUY	$36.66 - $39.25 $128,639 - $137,728	3,509 Added 47.74%	10,859 $398,000
Q2 2023 Aug 02, 2023	BUY	$37.86 - $40.67 $278,271 - $298,924	7,350 New	7,350 $279,000

Others Institutions Holding GLDM

# of Institutions

829

Shares Held

167M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $11.9B

More about GLDM

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Perigon Wealth Management, LLC World Gold Trust Transaction History