Wallace Advisory Group, LLC World Gold Trust Transaction History
Wallace Advisory Group, LLC
- $145 Billion
- Q4 2024
A detailed history of Wallace Advisory Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 60,496 shares of GLDM stock, worth $3.29 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
60,496
Previous 58,416
3.56%
Holding current value
$3.29 Million
Previous $2.69 Billion
17.13%
% of portfolio
2.18%
Previous 1.97%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
494Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$750 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$360 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$356 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$318 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$306 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.98B