Shira Ridge Wealth Management World Gold Trust Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in World Gold Trust stock. As of the latest transaction made, Shira Ridge Wealth Management holds 43,588 shares of GLDM stock, worth $3.53 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
43,588
Previous 40,516
7.58%
Holding current value
$3.53 Million
Previous $2.65 Billion
25.53%
% of portfolio
1.41%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
814Shares 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