Cabot Wealth Management Inc World Gold Trust Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
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 66,263 shares of GLDM stock, worth $3.68 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
66,263
Previous 62,487
6.04%
Holding current value
$3.68 Million
Previous $3.26 Million
5.74%
% of portfolio
0.44%
Previous 0.41%
Shares
11 transactions
Others Institutions Holding GLDM
# of Institutions
517Shares Held
121MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$721 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$368 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$364 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$325 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$319 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.15B