Quantum Financial Advisors, LLC World Gold Trust Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 100,325 shares of GLDM stock, worth $8.12 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
100,325
Previous 90,744
10.56%
Holding current value
$8.12 Million
Previous $5.95 Million
29.0%
% of portfolio
1.47%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
815Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B