Steward Partners Investment Advisory, LLC World Gold Trust Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in World Gold Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 43,904 shares of GLDM stock, worth $2.54 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
43,904
Previous 41,216
6.52%
Holding current value
$2.54 Million
Previous $2.15 Million
6.24%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
552Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$752 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$406 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$382 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$339 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$332 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.49B