Concurrent Investment Advisors, LLC World Gold Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,408 shares of GLDM stock, worth $439,778. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,408Holding current value
$439,778% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
757Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$1.19 Billion0.61% 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