Sound View Wealth Advisors Group, LLC World Gold Trust Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,105 shares of GLDM stock, worth $483,454. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,105
Previous 6,105 -0.0%
Holding current value
$483,454
Previous $377,000 5.84%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$39.49 - $44.05 $3,514 - $3,920
-89 Reduced 1.44%
6,105 $268,000
Q3 2023

Nov 07, 2023
BUY
$36.66 - $39.25 $3,262 - $3,493
89 Added 1.46%
6,194 $227,000
Q1 2023

May 12, 2023
BUY
$35.95 - $39.66 $219,474 - $242,124
6,105 New
6,105 $238,000

Others Institutions Holding GLDM

# of Institutions
769
Shares Held
157M
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 $11.6B
More about GLDM
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, 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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email