Beacon Financial Advisory LLC World Gold Trust Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in World Gold Trust stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,572 shares of GLDM stock, worth $366,470. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,572Holding current value
$366,470% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
598Shares Held
132MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$960 Million0.66% 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