A detailed history of Sea Crest Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 19,116 shares of GLDM stock, worth $1.01 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,116
Previous 17,190 11.2%
Holding current value
$1.01 Million
Previous $757,000 16.38%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 19, 2024

BUY
$44.52 - $48.11 $85,745 - $92,659
1,926 Added 11.2%
19,116 $881,000
Q1 2024

Apr 18, 2024

BUY
$39.49 - $44.05 $330,136 - $368,258
8,360 Added 94.68%
17,190 $757,000
Q4 2023

Jan 18, 2024

BUY
$36.11 - $41.23 $318,851 - $364,060
8,830 New
8,830 $361,000
Q2 2023

Jul 14, 2023

BUY
$37.86 - $40.67 $514,403 - $552,583
13,587 New
13,587 $517,000
Q2 2022

Aug 09, 2022

SELL
$35.88 - $39.31 $206,453 - $226,189
-5,754 Reduced 29.11%
14,011 $503,000
Q1 2022

May 16, 2022

BUY
$35.54 - $40.77 $702,448 - $805,819
19,765 New
19,765 $760,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.73B
More about GLDM
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