Valued Wealth Advisors LLC World Gold Trust Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
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 $4,808. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$4,808
Previous $3.78 Million
5.85%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
740Shares 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