Kestra Private Wealth Services, LLC World Gold Trust Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 64,009 shares of GLDM stock, worth $5.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
64,009
Previous 59,973 6.73%
Holding current value
$5.18 Million
Previous $3.93 Million 24.54%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2025
BUY
$64.73 - $76.45 $261,250 - $308,552
4,036 Added 6.73%
64,009 $4.89 Million
Q2 2025

Aug 07, 2025
BUY
$58.96 - $67.97 $951,968 - $1.1 Million
16,146 Added 36.84%
59,973 $3.93 Million
Q1 2025

May 05, 2025
BUY
$52.19 - $61.89 $105,319 - $124,894
2,018 Added 4.83%
43,827 $2.71 Million
Q4 2024

Jan 28, 2025
BUY
$50.76 - $55.23 $231,770 - $252,180
4,566 Added 12.26%
41,809 $2.17 Million
Q3 2024

Nov 13, 2024
BUY
$46.2 - $53.01 $199,399 - $228,791
4,316 Added 13.11%
37,243 $1.94 Million
Q2 2024

Aug 12, 2024
BUY
$44.52 - $48.11 $147,405 - $159,292
3,311 Added 11.18%
32,927 $1.52 Million
Q1 2024

May 02, 2024
BUY
$39.49 - $44.05 $604,868 - $674,713
15,317 Added 107.12%
29,616 $1.3 Million
Q4 2023

Feb 05, 2024
BUY
$36.11 - $41.23 $516,336 - $589,547
14,299 New
14,299 $584,000

Others Institutions Holding GLDM

# of Institutions
815
Shares Held
167M
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 $11.9B
More about GLDM
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

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

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email