Sargent Investment Group, LLC World Gold Trust Transaction History

Sargent Investment Group, LLC

  • $702 Million
  • Q2 2025

A detailed history of Sargent Investment Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Sargent Investment Group, LLC holds 23,625 shares of GLDM stock, worth $1.92 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
23,625
Previous 27,730 14.8%
Holding current value
$1.92 Million
Previous $1.72 Million 9.85%
% of portfolio
0.22%
Previous 0.28%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$58.96 - $67.97 $242,030 - $279,016
-4,105 Reduced 14.8%
23,625 $1.55 Million
Q1 2025

May 05, 2025
BUY
$52.19 - $61.89 $246,075 - $291,811
4,715 Added 20.49%
27,730 $1.72 Million
Q4 2024

Jan 27, 2025
BUY
$50.76 - $55.23 $203,040 - $220,920
4,000 Added 21.04%
23,015 $1.2 Million
Q3 2024

Nov 06, 2024
SELL
$46.2 - $53.01 $7,438 - $8,534
-161 Reduced 0.84%
19,015 $991,000
Q2 2024

Aug 09, 2024
BUY
$44.52 - $48.11 $4,229 - $4,570
95 Added 0.5%
19,176 $883,000
Q2 2023

Jul 31, 2023
SELL
$37.86 - $40.67 $1,211 - $1,301
-32 Reduced 0.17%
19,081 $726,000
Q1 2023

May 02, 2023
BUY
$35.95 - $39.66 $687,112 - $758,021
19,113 New
19,113 $747,000
Q2 2022

Jul 26, 2022
SELL
$35.88 - $39.31 $36,777 - $40,292
-1,025 Reduced 5.97%
16,135 $579,000
Q1 2022

May 06, 2022
BUY
$35.54 - $40.77 $609,866 - $699,613
17,160 New
17,160 $660,000

Others Institutions Holding GLDM

# of Institutions
757
Shares Held
152M
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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