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 $2.57 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
31,719
Previous 31,195
1.68%
Holding current value
$2.57 Million
Previous $2.04 Billion
18.64%
% of portfolio
1.71%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
812Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B