Brown Financial Advisors World Gold Trust Transaction History
Brown Financial Advisors
- $249 Billion
- Q4 2024
A detailed history of Brown Financial Advisors transactions in World Gold Trust stock. As of the latest transaction made, Brown Financial Advisors holds 30,014 shares of GLDM stock, worth $1.75 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
30,014
Previous 31,346
4.25%
Holding current value
$1.75 Million
Previous $1.63 Billion
4.51%
% of portfolio
0.63%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$756 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$408 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$384 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$341 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$334 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.54B