Sea Crest Wealth Management, LLC World Gold Trust Transaction History
Sea Crest Wealth Management, LLC
- $882 Million
- Q3 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 28,613 shares of GLDM stock, worth $2.31 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
28,613
Previous 31,216
8.34%
Holding current value
$2.31 Million
Previous $2.05 Million
6.94%
% of portfolio
0.25%
Previous 0.23%
Shares
11 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