Exencial Wealth Advisors, LLC World Gold Trust Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 3,279 shares of GLDM stock, worth $258,614. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,279Holding current value
$258,614% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
784Shares Held
156MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.46 Billion0.84% of portfolio
-
Morgan Stanley New York, NY7.93MShares$625 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$554 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$462 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$452 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.6B