Gradient Investments LLC World Gold Trust Transaction History
Gradient Investments LLC
- $3.96 Billion
- Q1 2025
A detailed history of Gradient Investments LLC transactions in World Gold Trust stock. As of the latest transaction made, Gradient Investments LLC holds 906,303 shares of GLDM stock, worth $60.2 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
906,303
Previous 918,918
1.37%
Holding current value
$60.2 Million
Previous $47.8 Million
15.8%
% of portfolio
1.4%
Previous 1.26%
Shares
13 transactions
Others Institutions Holding GLDM
# of Institutions
642Shares Held
141MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$969 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.79MShares$517 Million0.04% of portfolio
-
Evoke Wealth, LLC6.84MShares$454 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$430 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$389 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.75B