Iht Wealth Management, LLC World Gold Trust Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 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 25,541 shares of GLDM stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,541
Previous 18,505
38.02%
Holding current value
$1.48 Million
Previous $964,000
37.66%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
547Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$756 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$408 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$384 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$341 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$334 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.53B