Dfpg Investments, LLC World Gold Trust Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in World Gold Trust stock. As of the latest transaction made, Dfpg Investments, LLC holds 7,549 shares of GLDM stock, worth $435,501. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,549
Previous 8,425
10.4%
Holding current value
$435,501
Previous $308,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$750 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$405 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$381 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$338 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$331 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.47B