A detailed history of Warren Averett Asset Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,119 shares of GLDM stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,119
Previous 15,553 10.07%
Holding current value
$1.38 Million
Previous $1.02 Million 28.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025

BUY
$64.73 - $76.45 $101,367 - $119,720
1,566 Added 10.07%
17,119 $1.31 Million
Q2 2025

Aug 14, 2025

BUY
$58.96 - $67.97 $544,849 - $628,110
9,241 Added 146.4%
15,553 $1.02 Million
Q1 2025

May 15, 2025

SELL
$52.19 - $61.89 $887 - $1,052
-17 Reduced 0.27%
6,312 $390,000
Q4 2024

Feb 14, 2025

BUY
$50.76 - $55.23 $13,857 - $15,077
273 Added 4.51%
6,329 $328,000
Q2 2024

Aug 14, 2024

BUY
$44.52 - $48.11 $269,613 - $291,354
6,056 New
6,056 $279,000

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 Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.