Shira Ridge Wealth Management World Gold Trust Transaction History

Shira Ridge Wealth Management

  • $249 Billion
  • Q4 2025

A detailed history of Shira Ridge Wealth Management transactions in World Gold Trust stock. As of the latest transaction made, Shira Ridge Wealth Management holds 45,235 shares of GLDM stock, worth $3.66 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
45,235
Previous 43,588 3.78%
Holding current value
$3.66 Million
Previous $3.33 Billion 15.89%
% of portfolio
1.55%
Previous 1.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$76.32 - $86.69 $125,699 - $142,778
1,647 Added 3.78%
45,235 $3.86 Billion
Q3 2025

Oct 20, 2025
BUY
$64.73 - $76.45 $198,850 - $234,854
3,072 Added 7.58%
43,588 $3.33 Billion
Q2 2025

Jul 09, 2025
BUY
$58.96 - $67.97 $312,311 - $360,037
5,297 Added 15.04%
40,516 $2.65 Billion
Q1 2025

Apr 14, 2025
BUY
$52.19 - $61.89 $1.84 Million - $2.18 Million
35,219 New
35,219 $2.18 Billion

Others Institutions Holding GLDM

# of Institutions
829
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 Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management 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 Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email