Leading Edge Financial Planning LLC World Gold Trust Transaction History
Leading Edge Financial Planning LLC
- $398 Billion
- Q3 2025
A detailed history of Leading Edge Financial Planning LLC transactions in World Gold Trust stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 21,565 shares of GLDM stock, worth $1.74 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,565
Previous 25,311
14.8%
Holding current value
$1.74 Million
Previous $1.66 Billion
0.58%
% of portfolio
0.41%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding GLDM
# of Institutions
813Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B