New England Capital Financial Advisors LLC World Gold Trust Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$35.95 - $39.66 $4,853 - $5,354	135 New	135 $5.28 Million

Others Institutions Holding GLDM

# of Institutions

484

Shares Held

122M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$715 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$344 Million
0.03% of portfolio
Evoke Wealth, LLC

6.56M
Shares

$340 Million
9.28% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$304 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$292 Million
8.32% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.61B

More about GLDM

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