Independent Advisor Alliance World Gold Trust Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 2024
A detailed history of Independent Advisor Alliance transactions in World Gold Trust stock. As of the latest transaction made, Independent Advisor Alliance holds 9,931 shares of GLDM stock, worth $519,192. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,931
Previous 9,687
2.52%
Holding current value
$519,192
Previous $446,000
15.92%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$721 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$347 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$343 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$306 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$295 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.68B