Holistic Planning, LLC World Gold Trust Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in World Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 5,217 shares of GLDM stock, worth $278,222. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,217

Holding current value

$278,222

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$46.2 - $53.01 $241,025 - $276,553	5,217 New	5,217 $272 Million

Others Institutions Holding GLDM

# of Institutions

443

Shares Held

103M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$736 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.35M
Shares

$339 Million
0.02% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$312 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$301 Million
8.32% of portfolio
Asset Management One Co., Ltd.

4.02M
Shares

$214 Million
0.76% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.83B

More about GLDM

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