Vertex Planning Partners, LLC World Gold Trust Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 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 30,820 shares of GLDM stock, worth $2.05 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
30,820
Previous 15,421 99.86%
Holding current value
$2.05 Million
Previous $802 Million 137.91%
% of portfolio
0.42%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
642
Shares Held
141M
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 $9.79B
More about GLDM
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