Holistic Planning, LLC World Gold Trust Put Options Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding GLDM

# of Institutions

443

Shares Held

103M

Call Options Held

0

Put Options Held

0

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$750 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.35M
Shares

$345 Million
0.02% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$318 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$306 Million
8.32% of portfolio
Asset Management One Co., Ltd.

4.02M
Shares

$218 Million
0.76% of portfolio

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.98B

More about GLDM

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