Cape Investment Advisory, Inc. World Gold Trust Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 168 shares of GLDM stock, worth $13,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 100
68.0%
Holding current value
$13,661
Previous $6.19 Million
77.85%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
762Shares Held
156MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.5 Billion0.84% of portfolio
-
Morgan Stanley New York, NY7.93MShares$645 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$572 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$477 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$466 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B