Shore Haven Wealth Partners, LLC World Gold Trust Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 5,450 shares of GLDM stock, worth $440,905. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,450
Previous 5,450 -0.0%
Holding current value
$440,905
Previous $357,000 16.53%
% of portfolio
0.18%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$50.76 - $55.23 $7,715 - $8,394
-152 Reduced 2.71%
5,450 $283,000
Q3 2024

Oct 24, 2024
SELL
$46.2 - $53.01 $44,721 - $51,313
-968 Reduced 14.73%
5,602 $292,000
Q2 2024

Jul 24, 2024
SELL
$44.52 - $48.11 $934 - $1,010
-21 Reduced 0.32%
6,570 $302,000
Q1 2024

May 02, 2024
SELL
$39.49 - $44.05 $7,542 - $8,413
-191 Reduced 2.82%
6,591 $290,000
Q4 2023

Feb 06, 2024
SELL
$36.11 - $41.23 $10,796 - $12,327
-299 Reduced 4.22%
6,782 $277,000
Q3 2023

Oct 24, 2023
SELL
$36.66 - $39.25 $14,847 - $15,896
-405 Reduced 5.41%
7,081 $259,000
Q2 2023

Jul 19, 2023
SELL
$37.86 - $40.67 $30,288 - $32,536
-800 Reduced 9.65%
7,486 $285,000
Q1 2023

Apr 14, 2023
SELL
$35.95 - $39.66 $578,938 - $638,684
-16,104 Reduced 66.03%
8,286 $324,000
Q4 2022

Jan 24, 2023
BUY
$32.3 - $36.19 $787,796 - $882,674
24,390 New
24,390 $0

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 Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, 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 Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email