A detailed history of Regimen Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Regimen Wealth, LLC holds 7,229 shares of GLDM stock, worth $584,826. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,229
Previous 6,219 16.24%
Holding current value
$584,826
Previous $407 Million 35.63%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Nov 12, 2025

BUY
$64.73 - $76.45 $65,377 - $77,214
1,010 Added 16.24%
7,229 $553 Million
Q2 2025

Aug 06, 2025

BUY
$58.96 - $67.97 $112,908 - $130,162
1,915 Added 44.49%
6,219 $407 Million
Q1 2025

May 14, 2025

SELL
$52.19 - $61.89 $9,446 - $11,202
-181 Reduced 4.04%
4,304 $266 Million
Q4 2024

Feb 13, 2025

SELL
$50.76 - $55.23 $260,855 - $283,826
-5,139 Reduced 53.4%
4,485 $233 Million
Q3 2024

Nov 13, 2024

BUY
$46.2 - $53.01 $66,805 - $76,652
1,446 Added 17.68%
9,624 $502 Million
Q2 2024

Aug 14, 2024

BUY
$44.52 - $48.11 $139,347 - $150,584
3,130 Added 62.0%
8,178 $377 Million
Q1 2024

May 14, 2024

BUY
$39.49 - $44.05 $199,345 - $222,364
5,048 New
5,048 $222 Million
Q2 2023

Aug 08, 2023

SELL
$37.86 - $40.67 $62,544 - $67,186
-1,652 Reduced 19.85%
6,670 $254 Million
Q1 2023

May 05, 2023

BUY
$35.95 - $39.66 $299,175 - $330,050
8,322 New
8,322 $325 Million

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
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

Follow Regimen Wealth, 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 Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.