Stapp Wealth Management, Pllc World Gold Trust Transaction History
Stapp Wealth Management, Pllc
- $53 Million
- Q2 2024
A detailed history of Stapp Wealth Management, Pllc transactions in World Gold Trust stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 110,629 shares of GLDM stock, worth $5.83 Million. This represents 9.62% of its overall portfolio holdings.
Number of Shares
110,629
Previous 112,794
1.92%
Holding current value
$5.83 Million
Previous $4.97 Million
2.62%
% of portfolio
9.62%
Previous 9.44%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
420Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$727 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$334 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$309 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$192 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$177 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.73B