Selective Wealth Management, Inc. World Gold Trust Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 4,485 shares of GLDM stock, worth $295,023. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,485
Previous 4,368
2.68%
Holding current value
$295,023
Previous $227,000
20.26%
% of portfolio
0.11%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
572Shares Held
124MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$855 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$378 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B