Harbor Investment Advisory, LLC World Gold Trust Transaction History
Harbor Investment Advisory, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Harbor Investment Advisory, LLC transactions in World Gold Trust stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 169,050 shares of GLDM stock, worth $9.75 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
169,050
Previous 164,273
2.91%
Holding current value
$9.75 Million
Previous $8.56 Million
2.62%
% of portfolio
0.7%
Previous 0.72%
Shares
12 transactions
Others Institutions Holding GLDM
# of Institutions
552Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$749 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$404 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$381 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$338 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$331 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.47B