Kwb Wealth World Gold Trust Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in World Gold Trust stock. As of the latest transaction made, Kwb Wealth holds 40,822 shares of GLDM stock, worth $2.49 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

40,822

Holding current value

$2.49 Million

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$52.19 - $61.03 $2.13 Million - $2.49 Million	40,822 New	40,822 $2.49 Million

Others Institutions Holding GLDM

# of Institutions

563

Shares Held

124M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13M
Shares

$793 Million
0.47% of portfolio
Morgan Stanley New York, NY

7.01M
Shares

$428 Million
0.03% of portfolio
Evoke Wealth, LLC

6.6M
Shares

$403 Million
9.56% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$358 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.74M
Shares

$351 Million
8.16% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.96B

More about GLDM

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