Shepherd Financial Partners LLC World Gold Trust Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in World Gold Trust stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 8,711 shares of GLDM stock, worth $690,433. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,711Holding current value
$690,433% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
789Shares Held
157MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.46 Billion0.84% of portfolio
-
Morgan Stanley New York, NY7.93MShares$628 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$557 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$464 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$454 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.6B