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 $327,389. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,633
Previous 8,111 30.55%
Holding current value
$327,389
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
547
Shares Held
123M
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 $8.53B
More about GLDM
Track This Portfolio

Track Wealth Management Solutions, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email