Beacon Financial Advisory LLC World Gold Trust Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in World Gold Trust stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,478 shares of GLDM stock, worth $685,870. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,478
Previous 5,938 42.78%
Holding current value
$685,870
Previous $389,000 66.58%
% of portfolio
0.17%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$64.73 - $76.45 $164,414 - $194,183
2,540 Added 42.78%
8,478 $648,000
Q2 2025

Jul 22, 2025
BUY
$58.96 - $67.97 $21,579 - $24,877
366 Added 6.57%
5,938 $389,000
Q1 2025

Apr 24, 2025
BUY
$52.19 - $61.89 $290,802 - $344,851
5,572 New
5,572 $344,000

Others Institutions Holding GLDM

# of Institutions
812
Shares Held
167M
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 $11.9B
More about GLDM
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