Wealth Advisory Solutions, LLC World Gold Trust Transaction History
Wealth Advisory Solutions, LLC
- $369 Million
- Q2 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 140,577 shares of GLDM stock, worth $6.95 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
140,577
Previous 410,747
65.78%
Holding current value
$6.95 Million
Previous $18.1 Million
64.19%
% of portfolio
1.76%
Previous 4.7%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
420Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$683 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$314 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$290 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$180 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$167 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.26B