Spectrum Planning & Advisory Services Inc. World Gold Trust Transaction History
Spectrum Planning & Advisory Services Inc.
- $104 Million
- Q1 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in World Gold Trust stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 8,957 shares of GLDM stock, worth $589,101. This represents 0.53% of its overall portfolio holdings.
Number of Shares
8,957
Previous 13,026
31.24%
Holding current value
$589,101
Previous $677,000
18.17%
% of portfolio
0.53%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
608Shares Held
132MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$960 Million0.66% 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