Valued Wealth Advisors LLC World Gold Trust Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 61 shares of GLDM stock, worth $3,170. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$3,170
Previous $2.81 Million
13.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$717 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$345 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$341 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$305 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$293 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.63B