Seven Post Investment Office LP World Gold Trust Transaction History
Seven Post Investment Office LP
- $261 Million
- Q4 2024
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 69,418 shares of GLDM stock, worth $3.77 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
69,418
Previous 4,235
1539.15%
Holding current value
$3.77 Million
Previous $220,000
1540.0%
% of portfolio
1.38%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
498Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$750 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$360 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$356 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$318 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$306 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.98B