Warren Street Wealth Advisors, LLC World Gold Trust Transaction History
Warren Street Wealth Advisors, LLC
- $238 Million
- Q4 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 233,960 shares of GLDM stock, worth $13.2 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
233,960
Previous 230,311
1.58%
Holding current value
$13.2 Million
Previous $12 Million
1.29%
% of portfolio
5.12%
Previous 5.13%
Shares
11 transactions
Others Institutions Holding GLDM
# of Institutions
550Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$735 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$397 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$373 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$331 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$325 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.3B