Beaird Harris Wealth Management, LLC World Gold Trust Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 662 shares of GLDM stock, worth $34,318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
662
Previous 662
-0.0%
Holding current value
$34,318
Previous $30,000
13.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$715 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$344 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$340 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$304 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$292 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.61B