Cape Investment Advisory, Inc. World Gold Trust Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 168 shares of GLDM stock, worth $13,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
              Previous 100
              
        
           68.0%
        
      
          
        Holding current value
$13,661
            Previous $6.19 Million
            
        
           77.85%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  3 transactions
	
  Others Institutions Holding GLDM
# of Institutions
764Shares Held
157MCall Options Held
0Put Options Held
0- 
    
      Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.5 Billion0.84% of portfolio
- 
    
      Morgan Stanley New York, NY7.93MShares$645 Million0.03% of portfolio
- 
    
      Evoke Wealth, LLC7.03MShares$572 Million10.54% of portfolio
- 
    
      Wealthsimple Inc. Toronto, A65.86MShares$477 Million7.19% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC5.73MShares$466 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B