Appleton Partners Inc World Gold Trust Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
A detailed history of Appleton Partners Inc transactions in World Gold Trust stock. As of the latest transaction made, Appleton Partners Inc holds 5,734 shares of GLDM stock, worth $299,085. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,734
Previous 6,459
11.22%
Holding current value
$299,085
Previous $298,000
0.34%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding GLDM
# of Institutions
481Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$720 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$346 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$342 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$306 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$294 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.66B