Wealth Advisory Solutions, LLC World Gold Trust Transaction History

Wealth Advisory Solutions, LLC

  • $369 Million
  • Q2 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 140,577 shares of GLDM stock, worth $6.95 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
140,577
Previous 410,747 65.78%
Holding current value
$6.95 Million
Previous $18.1 Million 64.19%
% of portfolio
1.76%
Previous 4.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$44.52 - $48.11 $12 Million - $13 Million
-270,170 Reduced 65.78%
140,577 $6.48 Million
Q1 2024

Apr 23, 2024
BUY
$39.49 - $44.05 $16.2 Million - $18.1 Million
410,747 New
410,747 $18.1 Million
Q3 2023

Feb 07, 2024
SELL
$36.66 - $39.25 $159,617 - $170,894
-4,354 Reduced 3.01%
140,415 $5.15 Million
Q2 2023

Aug 07, 2023
BUY
$37.86 - $40.67 $39,071 - $41,971
1,032 Added 0.72%
144,769 $5.51 Million
Q1 2023

May 15, 2023
BUY
$35.95 - $39.66 $43,211 - $47,671
1,202 Added 0.84%
143,737 $5.62 Million
Q4 2022

Feb 10, 2023
SELL
$32.3 - $36.19 $70,155 - $78,604
-2,172 Reduced 1.5%
142,535 $5.16 Million
Q3 2022

Nov 16, 2022
BUY
$32.24 - $35.87 $161,393 - $179,565
5,006 Added 3.58%
144,707 $4.77 Million
Q2 2022

Aug 05, 2022
BUY
$35.88 - $39.31 $28,955 - $31,723
807 Added 0.58%
139,701 $5.01 Million
Q1 2022

May 16, 2022
BUY
$35.54 - $40.77 $4.94 Million - $5.66 Million
138,894 New
138,894 $5.34 Million

Others Institutions Holding GLDM

# of Institutions
420
Shares Held
102M
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 $7.26B
More about GLDM
Track This Portfolio

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, 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 Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email