Quantum Financial Advisors, LLC World Gold Trust Transaction History

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025

A detailed history of Quantum Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 166,254 shares of GLDM stock, worth $13.4 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
166,254
Previous 100,325 65.72%
Holding current value
$13.4 Million
Previous $7.67 Million 75.37%
% of portfolio
2.02%
Previous 1.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$76.32 - $86.69 $5.03 Million - $5.72 Million
65,929 Added 65.72%
166,254 $13.4 Million
Q3 2025

Oct 07, 2025
BUY
$64.73 - $76.45 $620,178 - $732,467
9,581 Added 10.56%
100,325 $7.67 Million
Q2 2025

Jul 11, 2025
BUY
$58.96 - $67.97 $5.35 Million - $6.17 Million
90,744 New
90,744 $5.95 Million

Others Institutions Holding GLDM

# of Institutions
829
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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