Congress Wealth Management LLC World Gold Trust Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,396,859 shares of GLDM stock, worth $73.4 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
1,396,859
Previous 1,524,178
8.35%
Holding current value
$73.4 Million
Previous $67.1 Million
4.11%
% of portfolio
1.05%
Previous 1.19%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
420Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$725 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$334 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$308 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$191 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$177 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.72B