Adviser Investments LLC World Gold Trust Transaction History
Adviser Investments LLC
- $8.64 Billion
- Q3 2025
A detailed history of Adviser Investments LLC transactions in World Gold Trust stock. As of the latest transaction made, Adviser Investments LLC holds 56,080 shares of GLDM stock, worth $4.54 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,080
Previous 59,518
5.78%
Holding current value
$4.54 Million
Previous $3.9 Million
9.95%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
813Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B