Steward Partners Investment Advisory, LLC World Gold Trust Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in World Gold Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 41,216 shares of GLDM stock, worth $2.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

41,216

Previous 39,240 5.04%

Holding current value

$2.24 Million

Previous $1.81 Million 18.81%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$46.2 - $53.01 $91,291 - $104,747	1,976 Added 5.04%	41,216 $2.15 Million
Q2 2024 Aug 08, 2024	BUY	$44.52 - $48.11 $104,132 - $112,529	2,339 Added 6.34%	39,240 $1.81 Million
Q1 2024 May 15, 2024	SELL	$39.49 - $44.05 $17,533 - $19,558	-444 Reduced 1.19%	36,901 $1.63 Million
Q4 2023 Feb 12, 2024	BUY	$36.11 - $41.23 $536,414 - $612,471	14,855 Added 66.05%	37,345 $1.53 Million
Q3 2023 Nov 13, 2023	BUY	$36.66 - $39.25 $147,336 - $157,745	4,019 Added 21.76%	22,490 $824,000
Q2 2023 Aug 14, 2023	BUY	$37.86 - $40.67 $253,396 - $272,204	6,693 Added 56.83%	18,471 $703,000
Q1 2023 May 15, 2023	BUY	$35.95 - $39.66 $423,419 - $467,115	11,778 New	11,778 $460,000

Others Institutions Holding GLDM

# of Institutions

498

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 $7.98B

More about GLDM

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Steward Partners Investment Advisory, LLC World Gold Trust Transaction History