Lodestar Private Asset Management LLC World Gold Trust Transaction History
Lodestar Private Asset Management LLC
- $830 Million
- Q3 2024
A detailed history of Lodestar Private Asset Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 73,636 shares of GLDM stock, worth $3.96 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
73,636
Previous 69,063
6.62%
Holding current value
$3.96 Million
Previous $3.18 Million
20.58%
% of portfolio
0.46%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
492Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$742 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$357 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$353 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$315 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$303 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.9B