Wealth Plan Partners, LLC World Gold Trust Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 14,616 shares of GLDM stock, worth $1.18 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,616
Previous 8,603 69.89%
Holding current value
$1.18 Million
Previous $563,000 98.4%
% of portfolio
0.19%
Previous 0.1%

Shares

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

Oct 27, 2025
BUY
$64.73 - $76.45 $389,221 - $459,693
6,013 Added 69.89%
14,616 $1.12 Million
Q2 2025

Jul 28, 2025
SELL
$58.96 - $67.97 $222,397 - $256,382
-3,772 Reduced 30.48%
8,603 $563,000
Q1 2025

May 09, 2025
BUY
$52.19 - $61.89 $307,451 - $364,593
5,891 Added 90.85%
12,375 $766 Million
Q4 2024

Jan 30, 2025
BUY
$50.76 - $55.23 $329,127 - $358,111
6,484 New
6,484 $337 Million

Others Institutions Holding GLDM

# of Institutions
812
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 Wealth Plan Partners, LLC Portfolio

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email