Refined Wealth Management World Gold Trust Transaction History
Refined Wealth Management
- $147 Million
- Q3 2025
A detailed history of Refined Wealth Management transactions in World Gold Trust stock. As of the latest transaction made, Refined Wealth Management holds 3,072 shares of GLDM stock, worth $249,815. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,072
-0.0%
Holding current value
$249,815
Previous $201,000
16.42%
% of portfolio
0.16%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
757Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.5 Billion0.84% of portfolio
-
Morgan Stanley New York, NY7.93MShares$645 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$572 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$477 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$466 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B