Legacy Capital Wealth Partners, LLC World Gold Trust Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 32,769 shares of GLDM stock, worth $2.21 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
32,769
Previous 32,568
0.62%
Holding current value
$2.21 Million
Previous $1.69 Million
19.86%
% of portfolio
0.46%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
699Shares Held
147MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$982 Million0.61% of portfolio
-
Morgan Stanley New York, NY7.79MShares$524 Million0.04% of portfolio
-
Evoke Wealth, LLC7.03MShares$473 Million10.54% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$435 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$394 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.88B