Wealth Management Solutions, LLC World Gold Trust Transaction History

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 5,633 shares of GLDM stock, worth $300,351. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,633
Previous 8,111 30.55%
Holding current value
$300,351
Previous $308,000 33.12%
% of portfolio
0.14%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$36.66 - $39.25 $90,843 - $97,261
-2,478 Reduced 30.55%
5,633 $206,000
Q2 2023

Aug 03, 2023
SELL
$37.86 - $40.67 $44,712 - $48,031
-1,181 Reduced 12.71%
8,111 $308,000
Q1 2023

May 05, 2023
BUY
$35.95 - $39.66 $334,047 - $368,520
9,292 New
9,292 $363,000
Q2 2022

Aug 01, 2022
BUY
$35.88 - $39.31 $257,008 - $281,577
7,163 New
7,163 $257,000

Others Institutions Holding GLDM

# of Institutions
484
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 $7.83B
More about GLDM
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