Upper Left Wealth Management, LLC World Gold Trust Transaction History

Upper Left Wealth Management, LLC

$151 Million
Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 78,811 shares of GLDM stock, worth $6.38 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares

78,811

Previous 81,021 2.73%

Holding current value

$6.38 Million

Previous $5.31 Million 13.51%

% of portfolio

3.99%

Previous 3.74%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$64.73 - $76.45 $143,053 - $168,954	-2,210 Reduced 2.73%	78,811 $6.03 Million
Q2 2025 Jul 07, 2025	SELL	$58.96 - $67.97 $297,630 - $343,112	-5,048 Reduced 5.87%	81,021 $5.31 Million
Q1 2025 Apr 14, 2025	BUY	$52.19 - $61.89 $4,279 - $5,074	82 Added 0.1%	86,069 $5.25 Million
Q4 2024 Jan 23, 2025	BUY	$50.76 - $55.23 $59,643 - $64,895	1,175 Added 1.39%	85,987 $4.47 Million
Q3 2024 Nov 13, 2024	BUY	$46.2 - $53.01 $557,680 - $639,883	12,071 Added 16.59%	84,812 $4.42 Million

Q2 2024 Jul 25, 2024	SELL	$44.52 - $48.11 $67,714 - $73,175	-1,521 Reduced 2.05%	72,741 $3.35 Million
Q1 2024 Apr 23, 2024	BUY	$39.49 - $44.05 $47,545 - $53,036	1,204 Added 1.65%	74,262 $3.27 Million
Q4 2023 Jan 23, 2024	SELL	$36.11 - $41.23 $229,984 - $262,593	-6,369 Reduced 8.02%	73,058 $2.99 Million
Q3 2023 Oct 25, 2023	BUY	$36.66 - $39.25 $84,098 - $90,039	2,294 Added 2.97%	79,427 $2.91 Million
Q2 2023 Jul 25, 2023	BUY	$37.86 - $40.67 $4,732 - $5,083	125 Added 0.16%	77,133 $2.94 Million
Q1 2023 Apr 25, 2023	SELL	$35.95 - $39.66 $66,867 - $73,767	-1,860 Reduced 2.36%	77,008 $3.01 Million
Q4 2022 Jan 17, 2023	SELL	$32.3 - $36.19 $149,452 - $167,451	-4,627 Reduced 5.54%	78,868 $0
Q3 2022 Nov 01, 2022	BUY	$32.24 - $35.87 $2.69 Million - $2.99 Million	83,495 New	83,495 $2.81 Million

Others Institutions Holding GLDM

# of Institutions

813

Shares Held

167M

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 $11.9B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC World Gold Trust Transaction History