Asset Planning,Inc World Gold Trust Transaction History

Asset Planning,Inc

$127 Billion
Q1 2025

A detailed history of Asset Planning,Inc transactions in World Gold Trust stock. As of the latest transaction made, Asset Planning,Inc holds 474 shares of GLDM stock, worth $31,174. This represents 0.02% of its overall portfolio holdings.

Number of Shares

474

Holding current value

$31,174

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$52.19 - $61.89 $24,738 - $29,335	474 New	474 $29.3 Million

Others Institutions Holding GLDM

# of Institutions

623

Shares Held

132M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

14.6M
Shares

$960 Million
0.66% of portfolio
Morgan Stanley New York, NY

7.01M
Shares

$461 Million
0.03% of portfolio
Evoke Wealth, LLC

6.6M
Shares

$434 Million
9.56% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$385 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.73M
Shares

$377 Million
9.99% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $9.66B

More about GLDM

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