Iht Wealth Management, LLC World Gold Trust Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Iht Wealth Management, LLC holds 18,505 shares of GLDM stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,505
Previous 14,765
25.33%
Holding current value
$1.06 Million
Previous $680,000
41.76%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
531Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$746 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$381 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$379 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$336 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$330 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.43B