Evoke Wealth, LLC World Gold Trust Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Evoke Wealth, LLC holds 6,556,986 shares of GLDM stock, worth $338 Million. This represents 9.28% of its overall portfolio holdings.

Number of Shares

6,556,986

Holding current value

$338 Million

% of portfolio

9.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$46.2 - $53.01 $303 Million - $348 Million	6,556,986 New	6,556,986 $342 Billion
Q1 2024 May 15, 2024	SELL	$39.49 - $44.05 $3.64 Million - $4.06 Million	-92,223 Reduced 1.45%	6,263,652 $276 Million
Q4 2023 Feb 12, 2024	BUY	$36.11 - $41.23 $33.3 Million - $38 Million	922,508 Added 16.98%	6,355,875 $260 Million
Q3 2023 Nov 13, 2023	BUY	$36.66 - $39.25 $6.7 Million - $7.18 Million	182,822 Added 3.48%	5,433,367 $199 Million
Q2 2023 Aug 09, 2023	BUY	$37.86 - $40.67 $7.76 Million - $8.33 Million	204,865 Added 4.06%	5,250,545 $200 Million
Q1 2023 May 08, 2023	BUY	$35.95 - $39.66 $5.54 Million - $6.11 Million	154,101 Added 3.15%	5,045,680 $197 Million
Q4 2022 Feb 10, 2023	BUY	$32.3 - $36.19 $12.3 Million - $13.8 Million	381,908 Added 8.47%	4,891,579 $177 Million
Q3 2022 Nov 07, 2022	BUY	$32.24 - $35.87 $10.1 Million - $11.2 Million	312,312 Added 7.44%	4,509,671 $149 Million
Q2 2022 Aug 04, 2022	BUY	$35.88 - $39.31 $21.9 Million - $24 Million	611,595 Added 17.06%	4,197,359 $151 Million
Q1 2022 May 10, 2022	BUY	$35.54 - $40.77 $127 Million - $146 Million	3,585,764 New	3,585,764 $138 Million

Others Institutions Holding GLDM

# of Institutions

459

Shares Held

116M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$711 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.35M
Shares

$327 Million
0.02% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$302 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$290 Million
8.32% of portfolio
Asset Management One Co., Ltd.

4.02M
Shares

$207 Million
0.76% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.56B

More about GLDM

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