Upper Left Wealth Management, LLC World Gold Trust Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
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 72,741 shares of GLDM stock, worth $3.84 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
72,741
Previous 74,262
2.05%
Holding current value
$3.84 Million
Previous $3.27 Million
2.48%
% of portfolio
3.08%
Previous 3.09%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
421Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$728 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$335 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$309 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$192 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$178 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.74B