Brandywine Oak Private Wealth LLC World Gold Trust Transaction History
Brandywine Oak Private Wealth LLC
- $1.15 Billion
- Q3 2025
A detailed history of Brandywine Oak Private Wealth LLC transactions in World Gold Trust stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 257,933 shares of GLDM stock, worth $20.9 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
257,933
Previous 276,413
6.69%
Holding current value
$20.9 Million
Previous $18.1 Million
8.88%
% of portfolio
1.72%
Previous 1.68%
Shares
15 transactions
Others Institutions Holding GLDM
# of Institutions
815Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B