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 9,500 shares of GLDM stock, worth $497,515. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,500
Previous 9,500 -0.0%
Holding current value
$497,515
Previous $437,000 13.27%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.69B
More about GLDM
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