Spire Wealth Management World Gold Trust Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in World Gold Trust stock. As of the latest transaction made, Spire Wealth Management holds 20,292 shares of GLDM stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,292

Previous 19,233 5.51%

Holding current value

$1.06 Million

Previous $886,000 19.3%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$46.2 - $53.01 $48,925 - $56,137	1,059 Added 5.51%	20,292 $1.06 Million
Q2 2024 Jul 31, 2024	BUY	$44.52 - $48.11 $495,774 - $535,752	11,136 Added 137.53%	19,233 $886,000
Q1 2024 Apr 24, 2024	BUY	$39.49 - $44.05 $127,394 - $142,105	3,226 Added 66.23%	8,097 $356,000
Q4 2023 Feb 06, 2024	SELL	$36.11 - $41.23 $9,027 - $10,307	-250 Reduced 4.88%	4,871 $199,000
Q3 2023 Nov 08, 2023	BUY	$36.66 - $39.25 $696 - $745	19 Added 0.37%	5,121 $187,000
Q4 2022 Feb 03, 2023	BUY	$32.3 - $36.19 $54,780 - $61,378	1,696 Added 49.79%	5,102 $185,000
Q3 2022 Nov 07, 2022	BUY	$32.24 - $35.87 $86,403 - $96,131	2,680 Added 369.15%	3,406 $112,000
Q2 2022 Jul 22, 2022	BUY	$35.88 - $39.31 $26,048 - $28,539	726 New	726 $26,000

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 $7.7B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management World Gold Trust Transaction History