Appleton Partners Inc World Gold Trust Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
A detailed history of Appleton Partners Inc transactions in World Gold Trust stock. As of the latest transaction made, Appleton Partners Inc holds 5,584 shares of GLDM stock, worth $367,315. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,584
Previous 5,734
2.62%
Holding current value
$367,315
Previous $299,000
3.01%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
571Shares Held
124MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$855 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$378 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B