Stapp Wealth Management, Pllc World Gold Trust Transaction History
Stapp Wealth Management, Pllc
- $52.6 Million
- Q1 2024
A detailed history of Stapp Wealth Management, Pllc transactions in World Gold Trust stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 112,794 shares of GLDM stock, worth $5.34 Million. This represents 9.44% of its overall portfolio holdings.
Number of Shares
112,794
Previous 112,193
0.54%
Holding current value
$5.34 Million
Previous $4.59 Million
8.26%
% of portfolio
9.44%
Previous 8.27%
Shares
7 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