Oregon Pacific Wealth Management, LLC World Gold Trust Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 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 3,670 shares of GLDM stock, worth $289,269. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,670
Previous 3,659
0.3%
Holding current value
$289,269
Previous $226 Million
6.18%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
740Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$1.15 Billion0.61% of portfolio
-
Morgan Stanley New York, NY7.93MShares$625 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$554 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$462 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$452 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.6B