Lodestar Private Asset Management LLC World Gold Trust Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 2024
A detailed history of Lodestar Private Asset Management LLC transactions in World Gold Trust stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 77,733 shares of GLDM stock, worth $4.31 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
77,733
Previous 73,636
5.56%
Holding current value
$4.31 Million
Previous $3.84 Million
5.26%
% of portfolio
0.51%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
517Shares Held
121MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$721 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$368 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$364 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$325 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$319 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.15B