Perennial Investment Advisors, LLC World Gold Trust Transaction History
Perennial Investment Advisors, LLC
- $862 Million
- Q1 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 15,803 shares of GLDM stock, worth $1.05 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,803
Previous 8,923
77.1%
Holding current value
$1.05 Million
Previous $463,000
111.23%
% of portfolio
0.11%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
642Shares Held
141MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$969 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.79MShares$517 Million0.04% of portfolio
-
Evoke Wealth, LLC6.84MShares$454 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$430 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$389 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.75B