Vista Wealth Management Group, LLC World Gold Trust Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 12,000 shares of GLDM stock, worth $975,839. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$975,839
Previous $623,000
19.1%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
757Shares 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