Meredith Wealth Planning World Gold Trust Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 2025
A detailed history of Meredith Wealth Planning transactions in World Gold Trust stock. As of the latest transaction made, Meredith Wealth Planning holds 4,197 shares of GLDM stock, worth $339,537. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,197
Previous 4,045
3.76%
Holding current value
$339,537
Previous $309 Million
15.86%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
857Shares Held
168MCall 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