Theory Financial LLC World Gold Trust Transaction History

Theory Financial LLC

  • $228 Million
  • Q1 2025

A detailed history of Theory Financial LLC transactions in World Gold Trust stock. As of the latest transaction made, Theory Financial LLC holds 18,422 shares of GLDM stock, worth $1.21 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
18,422
Previous 9,442 95.11%
Holding current value
$1.21 Million
Previous $490,000 132.65%
% of portfolio
0.5%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$52.19 - $61.89 $468,666 - $555,772
8,980 Added 95.11%
18,422 $1.14 Million
Q4 2024

Feb 03, 2025
BUY
$50.76 - $55.23 $479,275 - $521,481
9,442 New
9,442 $490,000

Others Institutions Holding GLDM

# of Institutions
608
Shares Held
132M
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 $9.66B
More about GLDM
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