A detailed history of Selective Wealth Management, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 4,368 shares of GLDM stock, worth $234,212. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,368
Previous 4,368 -0.0%
Holding current value
$234,212
Previous $201,000 12.94%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 10, 2024

BUY
$44.52 - $48.11 $194,463 - $210,144
4,368 New
4,368 $201,000
Q2 2022

Jul 28, 2022

BUY
$35.88 - $39.31 $2,906 - $3,184
81 New
81 $3,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.87B
More about GLDM
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.