Diversify Wealth Management, LLC World Gold Trust Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 15,778 shares of GLDM stock, worth $829,607. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,778
Previous 18,911
16.57%
Holding current value
$829,607
Previous $902 Million
5.9%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$726 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$349 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$345 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 $7.72B