Sovereign Financial Group, Inc. World Gold Trust Transaction History

Sovereign Financial Group, Inc.

  • $536 Million
  • Q4 2025

A detailed history of Sovereign Financial Group, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 11,970 shares of GLDM stock, worth $968,373. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,970
Previous 12,818 6.62%
Holding current value
$968,373
Previous $979,000 1.12%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Jan 07, 2026
SELL
$76.32 - $86.69 $64,719 - $73,513
-848 Reduced 6.62%
11,970 $968,000
Q3 2025

Oct 17, 2025
BUY
$64.73 - $76.45 $210,307 - $248,386
3,249 Added 33.95%
12,818 $979,000
Q2 2025

Jul 25, 2025
SELL
$58.96 - $67.97 $48,170 - $55,531
-817 Reduced 7.87%
9,569 $626,000
Q1 2025

Apr 11, 2025
BUY
$52.19 - $61.89 $15,970 - $18,938
306 Added 3.04%
10,386 $633,000
Q4 2024

Jan 14, 2025
BUY
$50.76 - $55.23 $26,699 - $29,050
526 Added 5.51%
10,080 $523,000
Q3 2024

Oct 08, 2024
BUY
$46.2 - $53.01 $441,394 - $506,457
9,554 New
9,554 $498,000

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 Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. 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 Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email