Wcg Wealth Advisors LLC World Gold Trust Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 12,782 shares of GLDM stock, worth $685,370. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,782
Previous 12,096 5.67%
Holding current value
$685,370
Previous $558,000 19.35%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024
BUY
$46.2 - $53.01 $31,693 - $36,364
686 Added 5.67%
12,782 $666,000
Q2 2024

Aug 12, 2024
BUY
$44.52 - $48.11 $46,122 - $49,841
1,036 Added 9.37%
12,096 $558,000
Q1 2024

May 13, 2024
BUY
$39.49 - $44.05 $22,627 - $25,240
573 Added 5.46%
11,060 $487,000
Q4 2023

Feb 08, 2024
SELL
$36.11 - $41.23 $29,393 - $33,561
-814 Reduced 7.2%
10,487 $429,000
Q3 2023

Nov 09, 2023
SELL
$36.66 - $39.25 $160,937 - $172,307
-4,390 Reduced 27.98%
11,301 $450,000
Q2 2023

Aug 14, 2023
SELL
$37.86 - $40.67 $88,365 - $94,923
-2,334 Reduced 12.95%
15,691 $589,000
Q1 2023

May 15, 2023
SELL
$35.95 - $39.66 $56,801 - $62,662
-1,580 Reduced 8.06%
18,025 $705,000
Q4 2022

Feb 14, 2023
SELL
$32.3 - $36.19 $16.3 Million - $18.2 Million
-503,983 Reduced 96.26%
19,605 $709,000
Q3 2022

Nov 14, 2022
BUY
$32.24 - $35.87 $727,076 - $808,940
22,552 Added 4.5%
523,588 $17.3 Million
Q2 2022

Aug 23, 2022
BUY
$35.88 - $39.31 $104,554 - $114,549
2,914 Added 0.58%
501,036 $18 Million
Q2 2022

Aug 15, 2022
BUY
$35.88 - $39.31 $17.9 Million - $19.6 Million
498,122 New
498,122 $18 Million

Others Institutions Holding GLDM

# of Institutions
482
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 $7.87B
More about GLDM
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email