Congress Wealth Management LLC World Gold Trust Call Options Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding GLDM

# of Institutions

444

Shares Held

109M

Call Options Held

0

Put Options Held

0

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$736 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.35M
Shares

$339 Million
0.02% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$312 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$301 Million
8.32% of portfolio
Asset Management One Co., Ltd.

4.02M
Shares

$214 Million
0.76% of portfolio

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.83B

More about GLDM

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