Arete Wealth Advisors, LLC World Gold Trust Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 121,124 shares of GLDM stock, worth $6.65 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
121,124
Previous 121,124
-0.0%
Holding current value
$6.65 Million
Previous $6.31 Million
-0.0%
% of portfolio
0.54%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
510Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$758 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$364 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$360 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$322 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$310 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.06B