J.W. Cole Advisors, Inc. World Gold Trust Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in World Gold Trust stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 4,472 shares of GLDM stock, worth $294,168. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,472
Previous 4,407
1.47%
Holding current value
$294,168
Previous $229,000
1.31%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
572Shares Held
124MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$855 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$378 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B