Great Valley Advisor Group, Inc. World Gold Trust Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 889,714 shares of GLDM stock, worth $72 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

889,714

Previous 847,757 4.95%

Holding current value

$72 Million

Previous $55.5 Million 22.46%

% of portfolio

1.52%

Previous 1.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$64.73 - $76.45 $2.72 Million - $3.21 Million	41,957 Added 4.95%	889,714 $68 Million
Q2 2025 Aug 14, 2025	SELL	$58.96 - $67.97 $6.56 Million - $7.56 Million	-111,250 Reduced 11.6%	847,757 $55.5 Million
Q1 2025 May 08, 2025	BUY	$52.19 - $61.89 $2.13 Million - $2.53 Million	40,895 Added 4.45%	959,007 $59.4 Million
Q4 2024 Feb 24, 2025	BUY	$50.76 - $55.23 $2.23 Million - $2.43 Million	43,966 Added 5.03%	918,112 $47.7 Million
Q3 2024 Nov 12, 2024	SELL	$46.2 - $53.01 $1.19 Million - $1.37 Million	-25,769 Reduced 2.86%	874,146 $45.6 Million

Q2 2024 Jul 16, 2024	BUY	$44.52 - $48.11 $2.64 Million - $2.86 Million	59,374 Added 7.06%	899,915 $41.5 Million
Q1 2024 May 03, 2024	BUY	$39.49 - $44.05 $7.83 Million - $8.73 Million	198,201 Added 30.86%	840,541 $37 Million
Q4 2023 Feb 05, 2024	BUY	$36.11 - $41.23 $19.5 Million - $22.2 Million	539,503 Added 524.62%	642,340 $26.3 Million
Q3 2023 Nov 06, 2023	BUY	$36.66 - $39.25 $1.05 Million - $1.12 Million	28,509 Added 38.36%	102,837 $3.77 Million
Q2 2023 Aug 10, 2023	BUY	$37.86 - $40.67 $1.02 Million - $1.1 Million	26,975 Added 56.97%	74,328 $2.83 Million
Q1 2023 May 02, 2023	BUY	$35.95 - $39.66 $1.7 Million - $1.88 Million	47,353 New	47,353 $1.85 Million

Others Institutions Holding GLDM

# of Institutions

812

Shares Held

167M

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 $11.9B

More about GLDM

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Great Valley Advisor Group, Inc. World Gold Trust Transaction History