Segment Wealth Management, LLC World Gold Trust Transaction History

Segment Wealth Management, LLC

  • $1.51 Billion
  • Q2 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 66,259 shares of GLDM stock, worth $4.4 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
66,259
Previous 66,154 0.16%
Holding current value
$4.4 Million
Previous $4.09 Million 6.03%
% of portfolio
0.29%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
676
Shares Held
142M
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 $9.76B
More about GLDM
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, 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 Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email