Kingsview Wealth Management, LLC World Gold Trust Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 14,020 shares of GLDM stock, worth $815,122. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,020

Previous 14,509 3.37%

Holding current value

$815,122

Previous $756,000 3.7%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$50.76 - $55.23 $24,821 - $27,007	-489 Reduced 3.37%	14,020 $728,000
Q3 2024 Nov 12, 2024	SELL	$46.2 - $53.01 $22,961 - $26,345	-497 Reduced 3.31%	14,509 $756,000
Q2 2024 Aug 14, 2024	SELL	$44.52 - $48.11 $36,372 - $39,305	-817 Reduced 5.16%	15,006 $691,000
Q1 2024 May 09, 2024	SELL	$39.49 - $44.05 $5,173 - $5,770	-131 Reduced 0.82%	15,823 $697,000
Q4 2023 Feb 08, 2024	BUY	$36.11 - $41.23 $576,098 - $657,783	15,954 New	15,954 $652,000
Q2 2022 Aug 16, 2022	BUY	$35.88 - $39.31 $1.48 Million - $1.62 Million	41,326 New	41,326 $1.48 Million
Q1 2022 Feb 08, 2024	BUY	$35.54 - $40.77 $908,260 - $1.04 Million	25,556 Added 160.19%	41,510 $1.6 Million

Others Institutions Holding GLDM

# of Institutions

549

Shares Held

123M

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 $8.54B

More about GLDM

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Kingsview Wealth Management, LLC World Gold Trust Transaction History