A detailed history of Regimen Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Regimen Wealth, LLC holds 8,178 shares of GLDM stock, worth $436,132. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,178
Previous 5,048 62.0%
Holding current value
$436,132
Previous $222 Million 69.51%
% of portfolio
0.13%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$44.52 - $48.11 $139,347 - $150,584
3,130 Added 62.0%
8,178 $377 Million
Q1 2024

May 14, 2024

BUY
$39.49 - $44.05 $199,345 - $222,364
5,048 New
5,048 $222 Million
Q2 2023

Aug 08, 2023

SELL
$37.86 - $40.67 $62,544 - $67,186
-1,652 Reduced 19.85%
6,670 $254 Million
Q1 2023

May 05, 2023

BUY
$35.95 - $39.66 $299,175 - $330,050
8,322 New
8,322 $325 Million

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.83B
More about GLDM
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

Follow Regimen Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.