Upper Left Wealth Management, LLC World Gold Trust Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
A detailed history of Upper Left Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 84,812 shares of GLDM stock, worth $4.4 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
84,812
Previous 72,741
16.59%
Holding current value
$4.4 Million
Previous $3.35 Million
31.89%
% of portfolio
3.84%
Previous 3.08%
Shares
9 transactions
Others Institutions Holding GLDM
# of Institutions
484Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$715 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$344 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$340 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$304 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$292 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $7.61B