Wcg Wealth Advisors LLC World Gold Trust Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 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 11,060 shares of GLDM stock, worth $523,580. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,060
Previous 10,487 5.46%
Holding current value
$523,580
Previous $429,000 13.52%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$32.57 - $36.19 $16.4 Million - $18.2 Million
-503,983 Reduced 96.26%
19,605 $709,000
Q3 2022

Nov 14, 2022
BUY
$32.62 - $35.87 $735,646 - $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
389
Shares Held
104M
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 $6.95B
More about GLDM
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