One Charles Private Wealth Services, LLC World Gold Trust Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in World Gold Trust stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 24,404 shares of GLDM stock, worth $1.49 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
24,404
Previous 22,832
6.89%
Holding current value
$1.49 Million
Previous $1.19 Million
6.55%
% of portfolio
0.45%
Previous 0.47%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
556Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$793 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$428 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$403 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$358 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$351 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.96B