Burt Wealth Advisors World Gold Trust Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in World Gold Trust stock. As of the latest transaction made, Burt Wealth Advisors holds 554,495 shares of GLDM stock, worth $28.7 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares
554,495
Previous 556,760 0.41%
Holding current value
$28.7 Million
Previous $25.7 Million 12.64%
% of portfolio
7.25%
Previous 6.78%

Shares

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

Oct 31, 2024
SELL
$46.2 - $53.01 $104,643 - $120,067
-2,265 Reduced 0.41%
554,495 $28.9 Million
Q2 2024

Jul 16, 2024
SELL
$44.52 - $48.11 $1.76 Million - $1.9 Million
-39,504 Reduced 6.63%
556,760 $25.7 Million
Q1 2024

Apr 18, 2024
BUY
$39.49 - $44.05 $1.48 Million - $1.65 Million
37,391 Added 6.69%
596,264 $26.3 Million
Q4 2023

Feb 01, 2024
SELL
$36.11 - $41.23 $265,336 - $302,958
-7,348 Reduced 1.3%
558,873 $22.9 Million
Q3 2023

Oct 11, 2023
SELL
$36.66 - $39.25 $172,815 - $185,024
-4,714 Reduced 0.83%
566,221 $20.8 Million
Q2 2023

Jul 18, 2023
SELL
$37.86 - $40.67 $21,580 - $23,181
-570 Reduced 0.1%
570,935 $21.7 Million
Q1 2023

Apr 13, 2023
BUY
$35.95 - $39.66 $29,443 - $32,481
819 Added 0.14%
571,505 $22.4 Million
Q4 2022

Jan 17, 2023
BUY
$32.3 - $36.19 $18.4 Million - $20.7 Million
570,686 New
570,686 $20.7 Million
Q2 2022

Jul 29, 2022
SELL
$35.88 - $39.31 $231,426 - $253,549
-6,450 Reduced 1.07%
595,505 $21.4 Million
Q1 2022

Apr 19, 2022
BUY
$35.54 - $40.77 $21.4 Million - $24.5 Million
601,955 New
601,955 $23.2 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
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