Sage Private Wealth Group, LLC World Gold Trust Transaction History
Sage Private Wealth Group, LLC
- $162 Million
- Q3 2025
A detailed history of Sage Private Wealth Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 170,626 shares of GLDM stock, worth $13.8 Million. This represents 8.03% of its overall portfolio holdings.
Number of Shares
170,626
Previous 175,961
3.03%
Holding current value
$13.8 Million
Previous $11.5 Million
13.15%
% of portfolio
8.03%
Previous 7.39%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
815Shares 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