Stapp Wealth Management, Pllc World Gold Trust Transaction History
Stapp Wealth Management, Pllc
- $56.8 Million
- Q3 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 108,749 shares of GLDM stock, worth $5.65 Million. This represents 9.97% of its overall portfolio holdings.
Number of Shares
108,749
Previous 110,629
1.7%
Holding current value
$5.65 Million
Previous $5.1 Million
11.2%
% of portfolio
9.97%
Previous 9.62%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$717 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$345 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$341 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$305 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$293 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.63B