Copperwynd Financial, LLC World Gold Trust Transaction History
Copperwynd Financial, LLC
- $361 Million
- Q4 2024
A detailed history of Copperwynd Financial, LLC transactions in World Gold Trust stock. As of the latest transaction made, Copperwynd Financial, LLC holds 52,576 shares of GLDM stock, worth $3.04 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
52,576
Previous 51,908
1.29%
Holding current value
$3.04 Million
Previous $2.71 Million
1.0%
% of portfolio
0.76%
Previous 0.82%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
551Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$751 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$405 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$382 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$339 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$332 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.49B