Inspirion Wealth Advisors, LLC World Gold Trust Transaction History
Inspirion Wealth Advisors, LLC
- $710 Million
- Q4 2024
A detailed history of Inspirion Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 101,692 shares of GLDM stock, worth $5.57 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
101,692
Previous 98,375
3.37%
Holding current value
$5.57 Million
Previous $5.13 Million
3.06%
% of portfolio
0.74%
Previous 0.72%
Shares
11 transactions
Others Institutions Holding GLDM
# of Institutions
509Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$711 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$363 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$359 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$321 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$309 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.04B