Confluence Investment Management LLC World Gold Trust Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Confluence Investment Management LLC holds 470,195 shares of GLDM stock, worth $28.7 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
470,195
Previous 627,966
25.12%
Holding current value
$28.7 Million
Previous $32.6 Million
12.09%
% of portfolio
0.43%
Previous 0.47%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
556Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$793 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$428 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$403 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$358 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$351 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.96B