Acorn Wealth Advisors, LLC World Gold Trust Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 13,499 shares of GLDM stock, worth $748,924. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,499
Previous 16,810 19.7%
Holding current value
$748,924
Previous $876,000 19.98%
% of portfolio
0.31%
Previous 0.4%

Shares

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

Feb 04, 2025
SELL
$50.76 - $55.23 $168,066 - $182,866
-3,311 Reduced 19.7%
13,499 $701,000
Q3 2024

Nov 13, 2024
SELL
$46.2 - $53.01 $130,884 - $150,177
-2,833 Reduced 14.42%
16,810 $876,000
Q1 2024

Apr 26, 2024
BUY
$39.49 - $44.05 $55,325 - $61,714
1,401 Added 7.68%
19,643 $865,000
Q4 2023

Feb 07, 2024
SELL
$36.11 - $41.23 $81,319 - $92,849
-2,252 Reduced 10.99%
18,242 $746,000
Q3 2023

Nov 07, 2023
SELL
$36.66 - $39.25 $58,546 - $62,682
-1,597 Reduced 7.23%
20,494 $751,000
Q2 2023

Aug 02, 2023
SELL
$37.86 - $40.67 $17,680 - $18,992
-467 Reduced 2.07%
22,091 $841,000
Q1 2023

May 09, 2023
SELL
$35.95 - $39.66 $18,010 - $19,869
-501 Reduced 2.17%
22,558 $882,000
Q4 2022

Feb 10, 2023
SELL
$32.3 - $36.19 $68,476 - $76,722
-2,120 Reduced 8.42%
23,059 $834,000
Q3 2022

Nov 09, 2022
BUY
$32.24 - $35.87 $902 - $1,004
28 Added 0.11%
25,179 $830,000
Q2 2022

Aug 08, 2022
BUY
$35.88 - $39.31 $902,417 - $988,685
25,151 New
25,151 $902,000

Others Institutions Holding GLDM

# of Institutions
517
Shares Held
121M
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 $8.15B
More about GLDM
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