Mbl Wealth, LLC World Gold Trust Transaction History
Mbl Wealth, LLC
- $866 Million
- Q3 2024
A detailed history of Mbl Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Mbl Wealth, LLC holds 577,370 shares of GLDM stock, worth $32.7 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
577,370
Previous 574,241
0.54%
Holding current value
$32.7 Million
Previous $26.5 Million
13.72%
% of portfolio
3.47%
Previous 3.18%
Shares
11 transactions
Others Institutions Holding GLDM
# of Institutions
530Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$737 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$376 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$374 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$332 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$326 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.32B