Kaufman Rossin Wealth, LLC World Gold Trust Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 13,150 shares of GLDM stock, worth $717,332. This represents 0.7% of its overall portfolio holdings.
Number of Shares
13,150Holding current value
$717,332% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
501Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$753 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$362 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$358 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$320 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$308 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.01B