Beaumont Financial Advisors, LLC World Gold Trust Transaction History
Beaumont Financial Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 95,583 shares of GLDM stock, worth $7.73 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
95,583
Previous 99,954
4.37%
Holding current value
$7.73 Million
Previous $6.55 Million
11.59%
% of portfolio
0.59%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
812Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B