Oregon Pacific Wealth Management, LLC World Gold Trust Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 3,659 shares of GLDM stock, worth $240,652. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,659Holding current value
$240,652% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
623Shares Held
132MCall 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