Lodestar Private Asset Management LLC World Gold Trust Transaction History
Lodestar Private Asset Management LLC
- $791 Million
- Q1 2025
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 80,784 shares of GLDM stock, worth $5.31 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
80,784
Previous 77,733
3.92%
Holding current value
$5.31 Million
Previous $4.04 Million
23.74%
% of portfolio
0.63%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
608Shares Held
132MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$960 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.73MShares$377 Million9.99% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B