Independent Advisor Alliance World Gold Trust Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in World Gold Trust stock. As of the latest transaction made, Independent Advisor Alliance holds 70,796 shares of GLDM stock, worth $4.06 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
70,796
Previous 9,931
612.88%
Holding current value
$4.06 Million
Previous $517,000
611.61%
% of portfolio
0.05%
Previous 0.02%
Shares
11 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