Capstone Wealth Management Group, LLC World Gold Trust Transaction History
Capstone Wealth Management Group, LLC
- $139 Million
- Q1 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 57,538 shares of GLDM stock, worth $2.65 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
57,538
Previous 53,415
7.72%
Holding current value
$2.65 Million
Previous $2.19 Million
15.97%
% of portfolio
1.83%
Previous 2.07%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
384Shares Held
104MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$636 Million0.42% of portfolio
-
Evoke Wealth, LLC6.26MShares$289 Million8.22% of portfolio
-
Morgan Stanley New York, NY5.88MShares$271 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$270 Million7.19% of portfolio
-
Asset Management One Co., Ltd.3.74MShares$172 Million0.64% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $6.77B