Valtinson Bruner Financial Planning LLC World Gold Trust Transaction History

Valtinson Bruner Financial Planning LLC

$242 Million
Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in World Gold Trust stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 24,013 shares of GLDM stock, worth $1.38 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

24,013

Previous 22,199 8.17%

Holding current value

$1.38 Million

Previous $1.16 Million 7.87%

% of portfolio

0.52%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$50.76 - $55.23 $92,078 - $100,187	1,814 Added 8.17%	24,013 $1.25 Million
Q3 2024 Nov 05, 2024	BUY	$46.2 - $53.01 $102,656 - $117,788	2,222 Added 11.12%	22,199 $1.16 Million
Q2 2024 Aug 05, 2024	SELL	$44.52 - $48.11 $16,294 - $17,608	-366 Reduced 1.8%	19,977 $920,000
Q1 2024 Apr 29, 2024	BUY	$39.49 - $44.05 $433,363 - $483,404	10,974 Added 117.13%	20,343 $896,000
Q4 2023 Feb 06, 2024	BUY	$36.11 - $41.23 $11,844 - $13,523	328 Added 3.63%	9,369 $383,000
Q3 2023 Oct 24, 2023	BUY	$36.66 - $39.25 $27,714 - $29,673	756 Added 9.12%	9,041 $331,000
Q2 2023 Jul 24, 2023	BUY	$37.86 - $40.67 $313,670 - $336,950	8,285 New	8,285 $315,000
Q2 2022 Aug 08, 2022	BUY	$35.88 - $39.31 $273,620 - $299,778	7,626 New	7,626 $274,000

Others Institutions Holding GLDM

# of Institutions

528

Shares Held

124M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.43B

More about GLDM

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Valtinson Bruner Financial Planning LLC World Gold Trust Transaction History