Upper Left Wealth Management, LLC World Gold Trust Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 81,021 shares of GLDM stock, worth $6.39 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
81,021
Previous 86,069
5.87%
Holding current value
$6.39 Million
Previous $5.25 Million
1.07%
% of portfolio
3.74%
Previous 3.93%
Shares
12 transactions
Others Institutions Holding GLDM
# of Institutions
741Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$1.15 Billion0.61% of portfolio
-
Morgan Stanley New York, NY7.93MShares$625 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$554 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$462 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$452 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.6B