Wallace Advisory Group, LLC World Gold Trust Transaction History

Wallace Advisory Group, LLC

$138 Billion
Q2 2025

A detailed history of Wallace Advisory Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 29,355 shares of GLDM stock, worth $2.33 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

29,355

Previous 30,805 4.71%

Holding current value

$2.33 Million

Previous $1.6 Billion 13.44%

% of portfolio

1.32%

Previous 1.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$58.96 - $67.97 $85,492 - $98,556	-1,450 Reduced 4.71%	29,355 $1.82 Billion
Q1 2025 Apr 08, 2025	SELL	$52.19 - $61.89 $1.55 Million - $1.84 Million	-29,691 Reduced 49.08%	30,805 $1.6 Billion
Q4 2024 Jan 13, 2025	BUY	$50.76 - $55.23 $105,580 - $114,878	2,080 Added 3.56%	60,496 $3.15 Billion
Q3 2024 Oct 04, 2024	SELL	$46.2 - $53.01 $33,818 - $38,803	-732 Reduced 1.24%	58,416 $2.69 Billion
Q2 2024 Aug 14, 2024	BUY	$44.52 - $48.11 $1.3 Million - $1.41 Million	29,242 Added 97.78%	59,148 $2.73 Billion
Q1 2024 Apr 12, 2024	SELL	$39.49 - $44.05 $816,969 - $911,306	-20,688 Reduced 40.89%	29,906 $1.22 Billion
Q4 2023 Jan 08, 2024	SELL	$36.11 - $41.23 $828,796 - $946,310	-22,952 Reduced 31.21%	50,594 $1.85 Billion
Q3 2023 Oct 05, 2023	SELL	$36.66 - $39.25 $743,354 - $795,872	-20,277 Reduced 21.61%	73,546 $2.8 Billion
Q1 2023 May 10, 2023	BUY	$35.95 - $39.66 $2.09 Million - $2.31 Million	58,268 Added 163.88%	93,823 $3.67 Billion
Q4 2022 Feb 21, 2023	BUY	$32.3 - $36.19 $1.15 Million - $1.29 Million	35,555 New	35,555 $1.29 Billion

Others Institutions Holding GLDM

# of Institutions

742

Shares Held

152M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $11.7B

More about GLDM

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Wallace Advisory Group, LLC World Gold Trust Transaction History