Shore Haven Wealth Partners, LLC World Gold Trust Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 5,602 shares of GLDM stock, worth $298,698. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,602

Previous 6,570 14.73%

Holding current value

$298,698

Previous $302,000 3.31%

% of portfolio

0.14%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$46.2 - $53.01 $44,721 - $51,313	-968 Reduced 14.73%	5,602 $292,000
Q2 2024 Jul 24, 2024	SELL	$44.52 - $48.11 $934 - $1,010	-21 Reduced 0.32%	6,570 $302,000
Q1 2024 May 02, 2024	SELL	$39.49 - $44.05 $7,542 - $8,413	-191 Reduced 2.82%	6,591 $290,000
Q4 2023 Feb 06, 2024	SELL	$36.11 - $41.23 $10,796 - $12,327	-299 Reduced 4.22%	6,782 $277,000
Q3 2023 Oct 24, 2023	SELL	$36.66 - $39.25 $14,847 - $15,896	-405 Reduced 5.41%	7,081 $259,000
Q2 2023 Jul 19, 2023	SELL	$37.86 - $40.67 $30,288 - $32,536	-800 Reduced 9.65%	7,486 $285,000
Q1 2023 Apr 14, 2023	SELL	$35.95 - $39.66 $578,938 - $638,684	-16,104 Reduced 66.03%	8,286 $324,000
Q4 2022 Jan 24, 2023	BUY	$32.3 - $36.19 $787,796 - $882,674	24,390 New	24,390 $0

Others Institutions Holding GLDM

# of Institutions

484

Shares Held

122M

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 $7.83B

More about GLDM

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Shore Haven Wealth Partners, LLC World Gold Trust Transaction History