Geo Wealth Management, LLC World Gold Trust Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Geo Wealth Management, LLC holds 55,075 shares of GLDM stock, worth $3.69 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
55,075
Previous 60,660
9.21%
Holding current value
$3.69 Million
Previous $3.15 Million
8.09%
% of portfolio
0.15%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
642Shares Held
141MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$979 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.79MShares$522 Million0.04% of portfolio
-
Evoke Wealth, LLC6.84MShares$459 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$434 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$393 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.85B