Wallace Advisory Group, LLC World Gold Trust Transaction History
Wallace Advisory Group, LLC
- $144 Billion
- Q1 2025
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 30,805 shares of GLDM stock, worth $2.01 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
30,805
Previous 60,496
49.08%
Holding current value
$2.01 Million
Previous $3.15 Billion
49.22%
% of portfolio
1.11%
Previous 2.18%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
642Shares Held
141MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$952 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.79MShares$508 Million0.04% of portfolio
-
Evoke Wealth, LLC6.84MShares$447 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC6.47MShares$422 Million0.03% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$382 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.58B