Genesis Wealth Advisors, LLC World Gold Trust Transaction History
Genesis Wealth Advisors, LLC
- $142 Billion
- Q3 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 31,719 shares of GLDM stock, worth $2.58 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
31,719
              Previous 31,195
              
        
           1.68%
        
      
          
        Holding current value
$2.58 Million
            Previous $2.04 Billion
            
        
           18.64%
        
      
          
        % of portfolio
1.71%
            Previous 1.53%
          
        Shares
	  4 transactions
	
  Others Institutions Holding GLDM
# of Institutions
764Shares Held
157MCall Options Held
0Put Options Held
0- 
    
      Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.5 Billion0.84% of portfolio
- 
    
      Morgan Stanley New York, NY7.93MShares$645 Million0.03% of portfolio
- 
    
      Evoke Wealth, LLC7.03MShares$572 Million10.54% of portfolio
- 
    
      Wealthsimple Inc. Toronto, A65.86MShares$477 Million7.19% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC5.73MShares$466 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B