Iht Wealth Management, LLC World Gold Trust Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Iht Wealth Management, LLC holds 18,505 shares of GLDM stock, worth $986,686. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,505
Previous 14,765
25.33%
Holding current value
$986,686
Previous $680,000
41.76%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$736 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$353 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$350 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$312 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$301 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.83B