Shira Ridge Wealth Management World Gold Trust Transaction History

Shira Ridge Wealth Management

  • $219 Billion
  • Q2 2025

A detailed history of Shira Ridge Wealth Management transactions in World Gold Trust stock. As of the latest transaction made, Shira Ridge Wealth Management holds 40,516 shares of GLDM stock, worth $2.73 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
40,516
Previous 35,219 15.04%
Holding current value
$2.73 Million
Previous $2.18 Billion 21.79%
% of portfolio
1.21%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$58.96 - $67.97 $312,311 - $360,037
5,297 Added 15.04%
40,516 $2.65 Billion
Q1 2025

Apr 14, 2025
BUY
$52.19 - $61.89 $1.84 Million - $2.18 Million
35,219 New
35,219 $2.18 Billion

Others Institutions Holding GLDM

# of Institutions
702
Shares Held
147M
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 $9.88B
More about GLDM
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