Merkkuri Wealth Advisors LLC World Gold Trust Transaction History
Merkkuri Wealth Advisors LLC
- $126 Billion
- Q4 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 19,007 shares of GLDM stock, worth $1.04 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
19,007
Previous 16,032
18.56%
Holding current value
$1.04 Million
Previous $836 Million
18.24%
% of portfolio
0.78%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
510Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$758 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$364 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$360 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$322 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$310 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.06B