A detailed history of Zhang Financial LLC transactions in World Gold Trust stock. As of the latest transaction made, Zhang Financial LLC holds 103,032 shares of GLDM stock, worth $5.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
103,032
Previous 107,067 3.77%
Holding current value
$5.4 Million
Previous $4.93 Million 8.86%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Oct 15, 2024

SELL
$46.2 - $53.01 $186,417 - $213,895
-4,035 Reduced 3.77%
103,032 $5.37 Million
Q2 2024

Jul 19, 2024

BUY
$44.52 - $48.11 $110,988 - $119,938
2,493 Added 2.38%
107,067 $4.93 Million
Q1 2024

Apr 24, 2024

BUY
$39.49 - $44.05 $166,568 - $185,802
4,218 Added 4.2%
104,574 $4.61 Million
Q4 2023

Jan 31, 2024

SELL
$36.11 - $41.23 $390,240 - $445,572
-10,807 Reduced 9.72%
100,356 $4.11 Million
Q3 2023

Oct 11, 2023

SELL
$36.66 - $39.25 $4,435 - $4,749
-121 Reduced 0.11%
111,163 $4.08 Million
Q2 2023

Jul 18, 2023

SELL
$37.86 - $40.67 $319,879 - $343,620
-8,449 Reduced 7.06%
111,284 $4.24 Million
Q1 2023

May 10, 2023

SELL
$35.95 - $39.66 $147,898 - $163,161
-4,114 Reduced 3.32%
119,733 $4.68 Million
Q4 2022

May 17, 2023

BUY
$32.3 - $36.19 $132,882 - $148,885
4,114 Added 3.44%
123,847 $4.48 Million
Q4 2022

Jan 17, 2023

BUY
$32.3 - $36.19 $59,270 - $66,408
1,835 Added 1.5%
123,847 $4.48 Million
Q3 2022

Oct 18, 2022

BUY
$32.24 - $35.87 $11,122 - $12,375
345 Added 0.28%
122,012 $4.02 Million
Q2 2022

Jul 14, 2022

BUY
$35.88 - $39.31 $3.94 Million - $4.31 Million
109,705 Added 917.11%
121,667 $4.37 Million
Q1 2022

Apr 21, 2022

BUY
$35.54 - $40.77 $425,129 - $487,690
11,962 New
11,962 $460,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.69B
More about GLDM
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