Forvis Wealth Advisors, LLC World Gold Trust Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 68,557 shares of GLDM stock, worth $3.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

68,557

Previous 68,862 0.44%

Holding current value

$3.94 Million

Previous $3.59 Million 0.72%

% of portfolio

0.08%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$50.76 - $55.23 $15,481 - $16,845	-305 Reduced 0.44%	68,557 $3.56 Million
Q3 2024 Nov 14, 2024	BUY	$46.2 - $53.01 $21,575 - $24,755	467 Added 0.68%	68,862 $3.59 Million
Q2 2024 Aug 09, 2024	BUY	$44.52 - $48.11 $31,876 - $34,446	716 Added 1.06%	68,395 $3.15 Million
Q1 2024 Apr 19, 2024	BUY	$39.49 - $44.05 $125,617 - $140,123	3,181 Added 4.93%	67,679 $2.98 Million
Q4 2023 Jan 11, 2024	SELL	$36.11 - $41.23 $530,492 - $605,709	-14,691 Reduced 18.55%	64,498 $2.64 Million
Q3 2023 Oct 25, 2023	BUY	$36.66 - $39.25 $4,252 - $4,553	116 Added 0.15%	79,189 $2.9 Million
Q2 2023 Aug 08, 2023	SELL	$37.86 - $40.67 $30,363 - $32,617	-802 Reduced 1.0%	79,073 $3.01 Million
Q1 2023 Apr 26, 2023	BUY	$35.95 - $39.66 $7,082 - $7,813	197 Added 0.25%	79,875 $3.12 Million
Q4 2022 Feb 02, 2023	SELL	$32.3 - $36.19 $88,211 - $98,834	-2,731 Reduced 3.31%	79,678 $2.88 Million
Q3 2022 Oct 13, 2022	SELL	$32.24 - $35.87 $90,433 - $100,615	-2,805 Reduced 3.29%	82,409 $2.72 Million
Q2 2022 Jul 22, 2022	BUY	$35.88 - $39.31 $178,395 - $195,449	4,972 Added 6.2%	85,214 $3.06 Million
Q1 2022 May 10, 2022	BUY	$35.54 - $40.77 $2.85 Million - $3.27 Million	80,242 New	80,242 $3.09 Million

Others Institutions Holding GLDM

# of Institutions

531

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.43B

More about GLDM

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Forvis Wealth Advisors, LLC World Gold Trust Transaction History