Segment Wealth Management, LLC World Gold Trust Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
A detailed history of Segment Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Segment Wealth Management, LLC holds 9,500 shares of GLDM stock, worth $497,515. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$497,515
Previous $437,000
13.27%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
483Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$723 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$347 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$343 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$307 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$295 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.69B