Vertex Planning Partners, LLC World Gold Trust Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 23,361 shares of GLDM stock, worth $1.85 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
23,361
Previous 30,820 24.2%
Holding current value
$1.85 Million
Previous $1.91 Billion 19.76%
% of portfolio
0.32%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$58.96 - $67.97 $439,782 - $506,988
-7,459 Reduced 24.2%
23,361 $1.53 Billion
Q1 2025

May 14, 2025
BUY
$52.19 - $61.89 $803,673 - $953,044
15,399 Added 99.86%
30,820 $1.91 Billion
Q4 2024

Feb 12, 2025
BUY
$50.76 - $55.23 $782,769 - $851,701
15,421 New
15,421 $802 Million

Others Institutions Holding GLDM

# of Institutions
767
Shares Held
156M
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 $11.6B
More about GLDM
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