Strategic Financial Services, Inc, World Gold Trust Transaction History

Strategic Financial Services, Inc,

  • $1.55 Billion
  • Q1 2024

A detailed history of Strategic Financial Services, Inc, transactions in World Gold Trust stock. As of the latest transaction made, Strategic Financial Services, Inc, holds 1,619,713 shares of GLDM stock, worth $74.7 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares
1,619,713
Previous 1,501,243 7.89%
Holding current value
$74.7 Million
Previous $61.4 Million 16.17%
% of portfolio
4.62%
Previous 4.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$39.49 - $44.05 $4.68 Million - $5.22 Million
118,470 Added 7.89%
1,619,713 $71.3 Million
Q4 2023

Feb 08, 2024
BUY
$36.11 - $41.23 $17.4 Million - $19.8 Million
480,518 Added 47.08%
1,501,243 $61.4 Million
Q3 2023

Nov 06, 2023
BUY
$36.66 - $39.25 $105,947 - $113,432
2,890 Added 0.28%
1,020,725 $37.4 Million
Q2 2023

Aug 10, 2023
SELL
$37.86 - $40.67 $375,760 - $403,649
-9,925 Reduced 0.97%
1,017,835 $38.8 Million
Q1 2023

May 12, 2023
SELL
$35.95 - $39.66 $527,602 - $582,050
-14,676 Reduced 1.41%
1,027,760 $40.2 Million
Q4 2022

Feb 13, 2023
BUY
$32.57 - $36.19 $1.54 Million - $1.71 Million
47,170 Added 4.74%
1,042,436 $37.7 Million
Q3 2022

Nov 09, 2022
BUY
$32.62 - $35.87 $1.09 Million - $1.2 Million
33,491 Added 3.48%
995,266 $32.8 Million
Q2 2022

Aug 12, 2022
SELL
$35.88 - $39.31 $961,512 - $1.05 Million
-26,798 Reduced 2.71%
961,775 $34.5 Million
Q1 2022

Apr 26, 2022
BUY
$35.54 - $40.77 $35.1 Million - $40.3 Million
988,573 New
988,573 $38 Million

Others Institutions Holding GLDM

# of Institutions
384
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 $6.77B
More about GLDM
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