Maia Wealth LLC World Gold Trust Transaction History

Maia Wealth LLC

$465 Billion
Q4 2024

A detailed history of Maia Wealth LLC transactions in World Gold Trust stock. As of the latest transaction made, Maia Wealth LLC holds 12,701 shares of GLDM stock, worth $715,828. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,701

Holding current value

$715,828

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$50.76 - $55.23 $644,702 - $701,476	12,701 New	12,701 $690 Million

Others Institutions Holding GLDM

# of Institutions

522

Shares Held

122M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13M
Shares

$733 Million
0.47% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$374 Million
0.03% of portfolio
Evoke Wealth, LLC

6.56M
Shares

$370 Million
9.28% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$330 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.74M
Shares

$324 Million
8.16% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.28B

More about GLDM

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