Accretive Wealth Partners, LLC World Gold Trust Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 108,452 shares of GLDM stock, worth $5.78 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
108,452
Previous 109,484
0.94%
Holding current value
$5.78 Million
Previous $5.05 Million
12.03%
% of portfolio
2.43%
Previous 2.14%
Shares
11 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$736 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$354 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$350 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$313 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$301 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.83B