Walkner Condon Financial Advisors LLC World Gold Trust Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 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 84,287 shares of GLDM stock, worth $4.9 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

84,287

Previous 85,198 1.07%

Holding current value

$4.9 Million

Previous $4.44 Million 1.35%

% of portfolio

0.91%

Previous 0.92%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$50.76 - $55.23 $46,242 - $50,314	-911 Reduced 1.07%	84,287 $4.38 Million
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

549

Shares Held

123M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.54B

More about GLDM

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Walkner Condon Financial Advisors LLC World Gold Trust Transaction History