Wells Financial Advisors Inc World Gold Trust Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 2025
A detailed history of Wells Financial Advisors Inc transactions in World Gold Trust stock. As of the latest transaction made, Wells Financial Advisors Inc holds 200 shares of GLDM stock, worth $16,263. This represents 0.02% of its overall portfolio holdings.
Number of Shares
200Holding current value
$16,263% of portfolio
0.02%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