Great Valley Advisor Group, Inc. World Gold Trust Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 847,757 shares of GLDM stock, worth $69.5 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
847,757
Previous 959,007
11.6%
Holding current value
$69.5 Million
Previous $59.4 Million
6.41%
% of portfolio
1.36%
Previous 1.44%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
744Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$1.2 Billion0.61% of portfolio
-
Morgan Stanley New York, NY7.93MShares$650 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$576 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$480 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$470 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $12B