Bergan Kdv Wealth Management, LLC World Gold Trust Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
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$723 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$347 Million0.03% of portfolio
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Evoke Wealth, LLC6.56MShares$344 Million9.28% of portfolio
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Wealthsimple Inc. Toronto, A65.86MShares$307 Million7.19% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$296 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.7B