Stapp Wealth Management, Pllc World Gold Trust Transaction History

Stapp Wealth Management, Pllc

  • $59.1 Million
  • Q4 2024

A detailed history of Stapp Wealth Management, Pllc transactions in World Gold Trust stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 109,405 shares of GLDM stock, worth $6.07 Million. This represents 9.62% of its overall portfolio holdings.

Number of Shares
109,405
Previous 108,749 0.6%
Holding current value
$6.07 Million
Previous $5.67 Million 0.3%
% of portfolio
9.62%
Previous 9.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$50.76 - $55.23 $33,298 - $36,230
656 Added 0.6%
109,405 $5.69 Million
Q3 2024

Oct 21, 2024
SELL
$46.2 - $53.01 $86,856 - $99,658
-1,880 Reduced 1.7%
108,749 $5.67 Million
Q2 2024

Jul 17, 2024
SELL
$44.52 - $48.11 $96,385 - $104,158
-2,165 Reduced 1.92%
110,629 $5.1 Million
Q1 2024

Apr 18, 2024
BUY
$39.49 - $44.05 $23,733 - $26,474
601 Added 0.54%
112,794 $4.97 Million
Q4 2023

Jan 23, 2024
SELL
$36.11 - $41.23 $9,966 - $11,379
-276 Reduced 0.25%
112,193 $4.59 Million
Q3 2023

Nov 14, 2023
SELL
$36.66 - $39.25 $30,757 - $32,930
-839 Reduced 0.74%
112,469 $4.12 Million
Q2 2023

Jul 25, 2023
BUY
$37.86 - $40.67 $89,122 - $95,737
2,354 Added 2.12%
113,308 $4.32 Million
Q1 2023

Apr 21, 2023
BUY
$35.95 - $39.66 $1.3 Million - $1.43 Million
36,176 Added 48.38%
110,954 $4.34 Million
Q4 2022

Jan 19, 2023
SELL
$32.3 - $36.19 $44,929 - $50,340
-1,391 Reduced 1.83%
74,778 $2.71 Million
Q3 2022

Nov 14, 2022
BUY
$32.24 - $35.87 $2.46 Million - $2.73 Million
76,169 New
76,169 $2.51 Million

Others Institutions Holding GLDM

# of Institutions
516
Shares Held
121M
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 $8.15B
More about GLDM
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