Vision Point Advisory Group, LLC World Gold Trust Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,713 shares of GLDM stock, worth $383,261. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,713
Previous 4,650
1.35%
Holding current value
$383,261
Previous $304,000
18.42%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
756Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$1.19 Billion0.61% of portfolio
-
Morgan Stanley New York, NY7.93MShares$645 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$572 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$477 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$466 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B