Milestones Private Investment Advisors LLC World Gold Trust Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 36,163 shares of GLDM stock, worth $2.93 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
36,163
Previous 33,834
6.88%
Holding current value
$2.93 Million
Previous $2.22 Billion
24.71%
% of portfolio
1.89%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
814Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% 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