Patriot Financial Group Insurance Agency, LLC World Gold Trust Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	BUY	$35.54 - $40.77 $4,442 - $5,096	125 New	125 $5,000

Others Institutions Holding GLDM

# of Institutions

484

Shares Held

122M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13.8M
Shares

$715 Million
0.51% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$344 Million
0.03% of portfolio
Evoke Wealth, LLC

6.56M
Shares

$340 Million
9.28% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$304 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.64M
Shares

$292 Million
8.32% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $7.61B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account