Modern Wealth Management, LLC World Gold Trust Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,950 shares of GLDM stock, worth $229,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,950
Previous 7,726 48.87%
Holding current value
$229,653
Previous $403 Million 43.5%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$50.76 - $55.23 $191,669 - $208,548
-3,776 Reduced 48.87%
3,950 $228 Million
Q3 2024

Nov 05, 2024
BUY
$46.2 - $53.01 $46,708 - $53,593
1,011 Added 15.06%
7,726 $403 Million
Q2 2024

Aug 07, 2024
BUY
$44.52 - $48.11 $298,951 - $323,058
6,715 New
6,715 $309 Million

Others Institutions Holding GLDM

# of Institutions
549
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 $8.54B
More about GLDM
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