A detailed history of Ci Private Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Ci Private Wealth, LLC holds 9,390 shares of GLDM stock, worth $547,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,390
Previous 22,452 58.18%
Holding current value
$547,061
Previous $1.17 Million 58.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025

SELL
$50.76 - $55.23 $663,027 - $721,414
-13,062 Reduced 58.18%
9,390 $488,000
Q3 2024

Nov 12, 2024

BUY
$46.2 - $53.01 $673,503 - $772,779
14,578 Added 185.14%
22,452 $1.17 Million
Q2 2024

Aug 13, 2024

BUY
$44.52 - $48.11 $58,187 - $62,879
1,307 Added 19.9%
7,874 $362,000
Q1 2024

May 09, 2024

SELL
$39.49 - $44.05 $255,065 - $284,518
-6,459 Reduced 49.59%
6,567 $289,000
Q4 2023

Feb 09, 2024

BUY
$36.11 - $41.23 $182,572 - $208,458
5,056 Added 63.44%
13,026 $532,000
Q3 2023

Nov 03, 2023

BUY
$36.66 - $39.25 $292,180 - $312,822
7,970 New
7,970 $292,000
Q4 2022

Feb 15, 2023

BUY
$32.3 - $36.19 $552,330 - $618,849
17,100 New
17,100 $618,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $8.56B
More about GLDM
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.