Evernest Financial Advisors, LLC World Gold Trust Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 297,689 shares of GLDM stock, worth $16.4 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
297,689
Previous 273,524
8.83%
Holding current value
$16.4 Million
Previous $12.6 Million
23.1%
% of portfolio
4.28%
Previous 5.77%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
434Shares Held
102MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$758 Million0.48% of portfolio
-
Morgan Stanley New York, NY6.35MShares$349 Million0.02% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$322 Million7.19% of portfolio
-
Rgt Wealth Advisors, LLC3.64MShares$200 Million19.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.37MShares$185 Million0.01% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.07B