First Purpose Wealth LLC World Gold Trust Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in World Gold Trust stock. As of the latest transaction made, First Purpose Wealth LLC holds 22,070 shares of GLDM stock, worth $1.15 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
22,070
Previous 8,704
153.56%
Holding current value
$1.15 Million
Previous $356,000
173.03%
% of portfolio
0.35%
Previous 0.14%
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$720 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$346 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$342 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$306 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$294 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.66B