Avid Wealth Partners LLC World Gold Trust Transaction History
Avid Wealth Partners LLC
- $147 Billion
- Q1 2025
A detailed history of Avid Wealth Partners LLC transactions in World Gold Trust stock. As of the latest transaction made, Avid Wealth Partners LLC holds 156,021 shares of GLDM stock, worth $10.4 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
156,021
Previous 155,972
0.03%
Holding current value
$10.4 Million
Previous $8.11 Billion
19.08%
% of portfolio
6.55%
Previous 5.76%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
579Shares Held
124MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$869 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$469 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$441 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$392 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$384 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.82B