Copperwynd Financial, LLC World Gold Trust Transaction History
Copperwynd Financial, LLC
- $330 Million
- Q3 2024
A detailed history of Copperwynd Financial, LLC transactions in World Gold Trust stock. As of the latest transaction made, Copperwynd Financial, LLC holds 51,908 shares of GLDM stock, worth $2.73 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
51,908
Previous 50,770
2.24%
Holding current value
$2.73 Million
Previous $2.34 Million
15.65%
% of portfolio
0.82%
Previous 0.73%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$725 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$348 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$344 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$308 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$296 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.71B