Family Wealth Group, LLC World Gold Trust Transaction History
Family Wealth Group, LLC
- $115 Million
- Q4 2025
A detailed history of Family Wealth Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,034 shares of GLDM stock, worth $407,250. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,034
Previous 4,529
11.15%
Holding current value
$407,250
Previous $346,000
17.63%
% of portfolio
0.36%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
848Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.4MShares$1.49 Billion0.91% 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