Us Financial Advisors, LLC World Gold Trust Transaction History
Us Financial Advisors, LLC
- $338 Million
- Q1 2025
A detailed history of Us Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Us Financial Advisors, LLC holds 99,628 shares of GLDM stock, worth $6.55 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
99,628Holding current value
$6.55 Million% of portfolio
1.82%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
632Shares Held
134MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$960 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.84MShares$450 Million11.05% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.73MShares$377 Million9.99% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B