Foundations Investment Advisors, LLC World Gold Trust Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 38,332 shares of GLDM stock, worth $2.06 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,332
Previous 35,821
7.01%
Holding current value
$2.06 Million
Previous $1.65 Million
21.09%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
482Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$740 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$355 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$352 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$314 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$302 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.87B