Stapp Wealth Management, Pllc World Gold Trust Transaction History

Stapp Wealth Management, Pllc

  • $56.8 Million
  • Q3 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 108,749 shares of GLDM stock, worth $5.75 Million. This represents 9.97% of its overall portfolio holdings.

Number of Shares
108,749
Previous 110,629 1.7%
Holding current value
$5.75 Million
Previous $5.1 Million 11.2%
% of portfolio
9.97%
Previous 9.62%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
482
Shares Held
122M
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 $7.76B
More about GLDM
Track This Portfolio

Track Stapp Wealth Management, Pllc Portfolio

Follow Stapp Wealth Management, Pllc 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 Stapp Wealth Management, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Stapp Wealth Management, Pllc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email