Beaumont Financial Advisors, LLC World Gold Trust Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 109,279 shares of GLDM stock, worth $5.67 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
109,279
Previous 108,036 1.15%
Holding current value
$5.67 Million
Previous $4.98 Million 14.4%
% of portfolio
0.52%
Previous 0.45%

Shares

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

Oct 09, 2024
BUY
$46.2 - $53.01 $57,426 - $65,891
1,243 Added 1.15%
109,279 $5.7 Million
Q2 2024

Jul 24, 2024
BUY
$44.52 - $48.11 $4.81 Million - $5.2 Million
108,036 New
108,036 $4.98 Million
Q2 2023

Aug 02, 2023
SELL
$37.86 - $40.67 $664,594 - $713,921
-17,554 Reduced 4.48%
373,992 $14.2 Million
Q1 2023

May 08, 2023
BUY
$35.95 - $39.66 $14.1 Million - $15.5 Million
391,546 New
391,546 $15.3 Million

Others Institutions Holding GLDM

# of Institutions
484
Shares Held
122M
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 $7.61B
More about GLDM
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email