Mbl Wealth, LLC World Gold Trust Transaction History
Mbl Wealth, LLC
- $932 Million
- Q4 2024
A detailed history of Mbl Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Mbl Wealth, LLC holds 579,391 shares of GLDM stock, worth $38.1 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
579,391
Previous 577,370
0.35%
Holding current value
$38.1 Million
Previous $30.1 Million
0.06%
% of portfolio
3.23%
Previous 3.47%
Shares
12 transactions
Others Institutions Holding GLDM
# of Institutions
615Shares Held
133MCall 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