Triad Wealth Partners, LLC World Gold Trust Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$44.52 - $48.11 $138,190 - $149,333	3,104 New	3,104 $143 Million

Others Institutions Holding GLDM

# of Institutions

450

Shares Held

109M

Call Options Held

0

Put Options Held

0

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$711 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.35M
Shares

$327 Million
0.02% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$302 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$290 Million
8.32% of portfolio
Asset Management One Co., Ltd.

4.02M
Shares

$207 Million
0.76% of portfolio

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.56B

More about GLDM

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