Genesis Wealth Advisors, LLC World Gold Trust Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 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 31,195 shares of GLDM stock, worth $2.1 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
31,195
Previous 35,555
12.26%
Holding current value
$2.1 Million
Previous $2.2 Billion
7.12%
% of portfolio
1.53%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
694Shares Held
141MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$982 Million0.61% of portfolio
-
Morgan Stanley New York, NY7.79MShares$524 Million0.04% of portfolio
-
Evoke Wealth, LLC7.03MShares$473 Million10.54% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$435 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$394 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.88B