A detailed history of Kaizen Financial Strategies transactions in World Gold Trust stock. As of the latest transaction made, Kaizen Financial Strategies holds 3,699 shares of GLDM stock, worth $299,249. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,699
Previous 4,928 24.94%
Holding current value
$299,249
Previous $322,000 12.42%
% of portfolio
0.14%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$64.73 - $76.45 $79,553 - $93,957
-1,229 Reduced 24.94%
3,699 $282,000
Q2 2025

Aug 08, 2025

SELL
$58.96 - $67.97 $8,549 - $9,855
-145 Reduced 2.86%
4,928 $322,000
Q1 2025

Apr 08, 2025

BUY
$52.19 - $61.89 $264,759 - $313,967
5,073 New
5,073 $309,000

Others Institutions Holding GLDM

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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