Seven Post Investment Office LP World Gold Trust Transaction History
Seven Post Investment Office LP
- $261 Million
- Q1 2025
A detailed history of Seven Post Investment Office LP transactions in World Gold Trust stock. As of the latest transaction made, Seven Post Investment Office LP holds 69,074 shares of GLDM stock, worth $4.54 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
69,074
Previous 69,418
0.5%
Holding current value
$4.54 Million
Previous $3.61 Million
18.46%
% of portfolio
1.64%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
576Shares Held
124MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$855 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$378 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B