Upper Left Wealth Management, LLC World Gold Trust Transaction History

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 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 86,069 shares of GLDM stock, worth $5.5 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
86,069
Previous 85,987 0.1%
Holding current value
$5.5 Million
Previous $4.47 Million 17.52%
% of portfolio
3.93%
Previous 4.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
568
Shares Held
124M
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 $9.39B
More about GLDM
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