Modern Wealth Management, LLC World Gold Trust Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,726 shares of GLDM stock, worth $408,396. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,726
Previous 6,715
15.06%
Holding current value
$408,396
Previous $309 Million
30.13%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
482Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$729 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$350 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$347 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$310 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$298 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.76B