Gradient Investments LLC World Gold Trust Transaction History
Gradient Investments LLC
- $4.41 Billion
- Q2 2025
A detailed history of Gradient Investments LLC transactions in World Gold Trust stock. As of the latest transaction made, Gradient Investments LLC holds 922,651 shares of GLDM stock, worth $61 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
922,651
Previous 906,303
1.8%
Holding current value
$61 Million
Previous $55.3 Million
9.29%
% of portfolio
1.37%
Previous 1.4%
Shares
14 transactions
Others Institutions Holding GLDM
# of Institutions
672Shares Held
142MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$965 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.79MShares$515 Million0.04% of portfolio
-
Evoke Wealth, LLC6.84MShares$452 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$428 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$387 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.71B