Arete Wealth Advisors, LLC World Gold Trust Transaction History
Arete Wealth Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Arete Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 102,793 shares of GLDM stock, worth $4.75 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
102,793
Previous 84,873
21.11%
Holding current value
$4.75 Million
Previous $3.47 Million
30.41%
% of portfolio
0.43%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
385Shares Held
104MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$638 Million0.42% of portfolio
-
Evoke Wealth, LLC6.26MShares$289 Million8.22% of portfolio
-
Morgan Stanley New York, NY5.88MShares$272 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$271 Million7.19% of portfolio
-
Asset Management One Co., Ltd.3.74MShares$173 Million0.64% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $6.78B