Sterling Investment Advisors, Ltd. World Gold Trust Transaction History
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
A detailed history of Sterling Investment Advisors, Ltd. transactions in World Gold Trust stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 155,128 shares of GLDM stock, worth $8.2 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
155,128
Previous 157,842
1.72%
Holding current value
$8.2 Million
Previous $7.27 Million
11.16%
% of portfolio
2.19%
Previous 2.09%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
482Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$729 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$350 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$347 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$310 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$298 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.76B