Segment Wealth Management, LLC World Gold Trust Transaction History
Segment Wealth Management, LLC
- $1.3 Billion
- Q1 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 $449,730. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$449,730
Previous $388,000
7.73%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
389Shares Held
104MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$653 Million0.42% of portfolio
-
Evoke Wealth, LLC6.26MShares$297 Million8.22% of portfolio
-
Morgan Stanley New York, NY5.88MShares$278 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$277 Million7.19% of portfolio
-
Asset Management One Co., Ltd.3.74MShares$177 Million0.64% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $6.95B