Walkner Condon Financial Advisors LLC World Gold Trust Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 85,198 shares of GLDM stock, worth $4.44 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
85,198
Previous 76,887 10.81%
Holding current value
$4.44 Million
Previous $3.54 Million 25.35%
% of portfolio
0.92%
Previous 0.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$46.2 - $53.01 $383,968 - $440,566
8,311 Added 10.81%
85,198 $4.44 Million
Q2 2024

Jul 26, 2024
SELL
$44.52 - $48.11 $717,083 - $774,907
-16,107 Reduced 17.32%
76,887 $3.54 Million
Q1 2024

Apr 22, 2024
BUY
$39.49 - $44.05 $1.32 Million - $1.47 Million
33,394 Added 56.03%
92,994 $4.1 Million
Q4 2023

Jan 23, 2024
BUY
$36.11 - $41.23 $317,551 - $362,576
8,794 Added 17.31%
59,600 $2.44 Million
Q3 2023

Oct 19, 2023
BUY
$36.66 - $39.25 $60,818 - $65,115
1,659 Added 3.38%
50,806 $1.86 Million
Q2 2023

Jul 21, 2023
BUY
$37.86 - $40.67 $136,863 - $147,022
3,615 Added 7.94%
49,147 $1.87 Million
Q1 2023

Apr 20, 2023
BUY
$35.95 - $39.66 $121,726 - $134,288
3,386 Added 8.03%
45,532 $1.78 Million
Q4 2022

Jan 25, 2023
BUY
$32.3 - $36.19 $93,669 - $104,951
2,900 Added 7.39%
42,146 $0
Q3 2022

Oct 28, 2022
BUY
$32.24 - $35.87 $176,417 - $196,280
5,472 Added 16.2%
39,246 $1.29 Million
Q2 2022

Aug 04, 2022
BUY
$35.88 - $39.31 $64,261 - $70,404
1,791 Added 5.6%
33,774 $1.21 Million
Q1 2022

May 03, 2022
BUY
$35.54 - $40.77 $1.14 Million - $1.3 Million
31,983 New
31,983 $1.23 Billion

Others Institutions Holding GLDM

# of Institutions
483
Shares Held
122M
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 $7.65B
More about GLDM
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