Pfg Advisors World Gold Trust Transaction History

Pfg Advisors

$1.59 Billion
Q4 2024

A detailed history of Pfg Advisors transactions in World Gold Trust stock. As of the latest transaction made, Pfg Advisors holds 14,591 shares of GLDM stock, worth $890,488. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,591

Holding current value

$890,488

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$50.76 - $55.23 $740,639 - $805,860	14,591 New	14,591 $758,000

Others Institutions Holding GLDM

# of Institutions

554

Shares Held

123M

Call Options Held

Put Options Held

Sumitomo Mitsui Trust Holdings, Inc.

13M
Shares

$793 Million
0.47% of portfolio
Morgan Stanley New York, NY

7.01M
Shares

$428 Million
0.03% of portfolio
Evoke Wealth, LLC

6.6M
Shares

$403 Million
9.56% of portfolio
Wealthsimple Inc. Toronto, A6

5.86M
Shares

$358 Million
7.19% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

5.74M
Shares

$351 Million
8.16% of portfolio

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.96B

More about GLDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.

Account