Collaborative Wealth Managment Inc. World Gold Trust Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in World Gold Trust stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 25,652 shares of GLDM stock, worth $2.08 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
25,652
Previous 16,002
60.3%
Holding current value
$2.08 Million
Previous $1.05 Million
87.12%
% of portfolio
0.82%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
812Shares 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