Segment Wealth Management, LLC World Gold Trust Transaction History

Segment Wealth Management, LLC

$1.59 Billion
Q3 2025

A detailed history of Segment Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Segment Wealth Management, LLC holds 66,528 shares of GLDM stock, worth $5.38 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

66,528

Previous 66,259 0.41%

Holding current value

$5.38 Million

Previous $4.34 Million 17.16%

% of portfolio

0.32%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$64.73 - $76.45 $17,412 - $20,565	269 Added 0.41%	66,528 $5.09 Million
Q2 2025 Jul 21, 2025	BUY	$58.96 - $67.97 $6,190 - $7,136	105 Added 0.16%	66,259 $4.34 Million
Q1 2025 Apr 21, 2025	BUY	$52.19 - $61.89 $2.96 Million - $3.51 Million	56,654 Added 596.36%	66,154 $4.09 Million
Q2 2023 Jul 21, 2023	SELL	$37.86 - $40.67 $51,111 - $54,904	-1,350 Reduced 12.44%	9,500 $361,000
Q4 2022 Jan 13, 2023	SELL	$32.3 - $36.19 $66,215 - $74,189	-2,050 Reduced 15.89%	10,850 $0

Q1 2022 Apr 25, 2022	BUY	$35.54 - $40.77 $458,466 - $525,933	12,900 New	12,900 $496,000

Others Institutions Holding GLDM

# of Institutions

812

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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Segment Wealth Management, LLC World Gold Trust Transaction History