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 $27,016. This represents 0.0% of its overall portfolio holdings.
Number of Shares
449
Previous 449
-0.0%
Holding current value
$27,016
Previous $23,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
554Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$782 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$422 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$397 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$353 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$346 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.84B