Steward Partners Investment Advisory, LLC World Gold Trust Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 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 36,901 shares of GLDM stock, worth $1.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,901
Previous 37,345 1.19%
Holding current value
$1.7 Million
Previous $1.53 Million 6.42%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
385
Shares Held
104M
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 $6.78B
More about GLDM
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email