Great Valley Advisor Group, Inc. World Gold Trust Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 918,112 shares of GLDM stock, worth $54.9 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
918,112
Previous 874,146
5.03%
Holding current value
$54.9 Million
Previous $45.6 Million
4.73%
% of portfolio
1.17%
Previous 1.19%
Shares
8 transactions
Others Institutions Holding GLDM
# of Institutions
554Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$778 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$420 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$395 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$351 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$344 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.79B