Heritage Wealth Advisors World Gold Trust Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in World Gold Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 22,083 shares of GLDM stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,083
Previous 2,200
903.77%
Holding current value
$1.16 Million
Previous $96,000
959.38%
% of portfolio
0.05%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
421Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$728 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$335 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$309 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$192 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$178 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.74B