Legacy Capital Wealth Partners, LLC World Gold Trust Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 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 36,425 shares of GLDM stock, worth $2.95 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
36,425
Previous 32,922
10.64%
Holding current value
$2.95 Million
Previous $2.16 Million
29.07%
% of portfolio
0.6%
Previous 0.49%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
815Shares 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