Confluence Wealth Services, Inc. World Gold Trust Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,673 shares of GLDM stock, worth $633,376. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,673
Previous 33,161 64.8%
Holding current value
$633,376
Previous $1.53 Million 60.21%
% of portfolio
0.05%
Previous 0.13%

Shares

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

Oct 29, 2024
SELL
$46.2 - $53.01 $992,745 - $1.14 Million
-21,488 Reduced 64.8%
11,673 $608,000
Q2 2024

Jul 31, 2024
BUY
$44.52 - $48.11 $844,677 - $912,791
18,973 Added 133.73%
33,161 $1.53 Million
Q1 2024

Apr 22, 2024
BUY
$39.49 - $44.05 $560,284 - $624,981
14,188 New
14,188 $624,000

Others Institutions Holding GLDM

# of Institutions
434
Shares Held
103M
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 $7.97B
More about GLDM
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