Perennial Investment Advisors, LLC World Gold Trust Transaction History
Perennial Investment Advisors, LLC
- $989 Million
- Q2 2025
A detailed history of Perennial Investment Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 21,217 shares of GLDM stock, worth $1.67 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
21,217
Previous 15,803
34.26%
Holding current value
$1.67 Million
Previous $978,000
42.13%
% of portfolio
0.14%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
741Shares 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