Cabot Wealth Management Inc World Gold Trust Transaction History
Cabot Wealth Management Inc
- $780 Million
- Q1 2025
A detailed history of Cabot Wealth Management Inc transactions in World Gold Trust stock. As of the latest transaction made, Cabot Wealth Management Inc holds 67,990 shares of GLDM stock, worth $4.51 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
67,990
Previous 66,263
2.61%
Holding current value
$4.51 Million
Previous $3.44 Million
22.15%
% of portfolio
0.54%
Previous 0.44%
Shares
12 transactions
Others Institutions Holding GLDM
# of Institutions
642Shares Held
141MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$969 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.79MShares$517 Million0.04% of portfolio
-
Evoke Wealth, LLC6.84MShares$454 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$430 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$389 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.75B