Shore Haven Wealth Partners, LLC World Gold Trust Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in World Gold Trust stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 5,450 shares of GLDM stock, worth $364,332. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,450
Previous 5,602
2.71%
Holding current value
$364,332
Previous $292,000
3.08%
% of portfolio
0.14%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
579Shares Held
124MCall 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