Plante Moran Financial Advisors, LLC World Gold Trust Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 449 shares of GLDM stock, worth $30,015. This represents 0.0% of its overall portfolio holdings.
Number of Shares
449
Previous 449
-0.0%
Holding current value
$30,015
Previous $23,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
584Shares Held
125MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$869 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$469 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$441 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$392 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$384 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.82B