Arete Wealth Advisors, LLC World Gold Trust Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 97,652 shares of GLDM stock, worth $5.56 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

97,652

Previous 121,124 19.38%

Holding current value

$5.56 Million

Previous $6.31 Million 19.53%

% of portfolio

0.37%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$50.76 - $55.23 $1.19 Million - $1.3 Million	-23,472 Reduced 19.38%	97,652 $5.08 Million
Q3 2024 Nov 14, 2024	SELL	$46.2 - $53.01 $306,814 - $352,039	-6,641 Reduced 5.2%	121,124 $6.31 Million
Q2 2024 Aug 13, 2024	BUY	$44.52 - $48.11 $1.11 Million - $1.2 Million	24,972 Added 24.29%	127,765 $5.89 Million
Q1 2024 May 15, 2024	BUY	$39.49 - $44.05 $707,660 - $789,376	17,920 Added 21.11%	102,793 $4.53 Million
Q4 2023 Feb 14, 2024	BUY	$36.11 - $41.23 $846,887 - $966,967	23,453 Added 38.18%	84,873 $3.47 Million
Q3 2023 Oct 30, 2023	BUY	$36.66 - $39.25 $322,424 - $345,203	8,795 Added 16.71%	61,420 $2.25 Million
Q2 2023 Aug 09, 2023	BUY	$37.86 - $40.67 $1.99 Million - $2.14 Million	52,625 New	52,625 $2 Million

Others Institutions Holding GLDM

# of Institutions

549

Shares Held

123M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.36B

More about GLDM

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Arete Wealth Advisors, LLC World Gold Trust Transaction History