Leading Edge Financial Planning LLC World Gold Trust Transaction History

Leading Edge Financial Planning LLC

$439 Billion
Q4 2025

A detailed history of Leading Edge Financial Planning LLC transactions in World Gold Trust stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 19,452 shares of GLDM stock, worth $1.57 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

19,452

Previous 21,565 9.8%

Holding current value

$1.57 Million

Previous $1.65 Billion 0.72%

% of portfolio

0.38%

Previous 0.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$76.32 - $86.69 $161,264 - $183,175	-2,113 Reduced 9.8%	19,452 $1.66 Billion
Q3 2025 Nov 12, 2025	SELL	$64.73 - $76.45 $242,478 - $286,381	-3,746 Reduced 14.8%	21,565 $1.65 Billion
Q2 2025 Jul 15, 2025	BUY	$58.96 - $67.97 $65,386 - $75,378	1,109 Added 4.58%	25,311 $1.66 Billion
Q1 2025 Apr 23, 2025	SELL	$52.19 - $61.89 $46,971 - $55,701	-900 Reduced 3.59%	24,202 $1.5 Billion
Q4 2024 Jan 24, 2025	SELL	$50.76 - $55.23 $10,659 - $11,598	-210 Reduced 0.83%	25,102 $1.31 Billion

Q3 2024 Oct 23, 2024	SELL	$46.2 - $53.01 $88,750 - $101,832	-1,921 Reduced 7.05%	25,312 $1.32 Billion
Q2 2024 Aug 01, 2024	BUY	$44.52 - $48.11 $80,225 - $86,694	1,802 Added 7.09%	27,233 $1.26 Billion
Q1 2024 May 03, 2024	BUY	$39.49 - $44.05 $38,976 - $43,477	987 Added 4.04%	25,431 $1.12 Billion
Q4 2023 Feb 13, 2024	SELL	$36.11 - $41.23 $16,357 - $18,677	-453 Reduced 1.82%	24,444 $1 Billion
Q3 2023 Oct 25, 2023	BUY	$36.66 - $39.25 $78,159 - $83,681	2,132 Added 9.37%	24,897 $913 Million
Q2 2023 Jul 17, 2023	BUY	$37.86 - $40.67 $67,580 - $72,595	1,785 Added 8.51%	22,765 $867 Million
Q1 2023 Apr 20, 2023	BUY	$35.95 - $39.66 $124,135 - $136,945	3,453 Added 19.7%	20,980 $821 Million
Q4 2022 Mar 02, 2023	BUY	$32.3 - $36.19 $566,122 - $634,302	17,527 New	17,527 $634 Million

Others Institutions Holding GLDM

# of Institutions

835

Shares Held

167M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $11.9B

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Leading Edge Financial Planning LLC World Gold Trust Transaction History