Kaizen Financial Strategies World Gold Trust Transaction History
Kaizen Financial Strategies
- $162 Million
- Q1 2025
A detailed history of Kaizen Financial Strategies transactions in World Gold Trust stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,073 shares of GLDM stock, worth $309,605. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,073Holding current value
$309,605% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
563Shares Held
124MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$793 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$428 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$403 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$358 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$351 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.96B