Bogart Wealth, LLC World Gold Trust Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Bogart Wealth, LLC holds 174 shares of GLDM stock, worth $10,060. This represents 0.0% of its overall portfolio holdings.
Number of Shares
174
Previous 154
12.99%
Holding current value
$10,060
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
552Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$752 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$406 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$382 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$339 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$332 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.49B