Balance Wealth, LLC World Gold Trust Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in World Gold Trust stock. As of the latest transaction made, Balance Wealth, LLC holds 7,765 shares of GLDM stock, worth $628,188. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,765Holding current value
$628,188% of portfolio
0.15%Shares
1 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