Mosaic Family Wealth Partners, LLC World Gold Trust Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,957 shares of GLDM stock, worth $206,515. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,957Holding current value
$206,515% of portfolio
0.03%Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$720 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$346 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$342 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$306 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$294 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.66B