Genesis Wealth Advisors, LLC World Gold Trust Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 35,555 shares of GLDM stock, worth $2.34 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
35,555
Previous 73,022
51.31%
Holding current value
$2.34 Million
Previous $3.8 Billion
42.04%
% of portfolio
1.78%
Previous 3.31%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
609Shares Held
133MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$960 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.73MShares$377 Million9.99% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B