Avantax Advisory Services, Inc. World Gold Trust Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 106,605 shares of GLDM stock, worth $6.19 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
106,605
Previous 105,366
1.18%
Holding current value
$6.19 Million
Previous $5.49 Million
0.89%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding GLDM
# of Institutions
542Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$754 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$407 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$383 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$340 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$333 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.52B