Valued Wealth Advisors LLC World Gold Trust Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 61 shares of GLDM stock, worth $3,545. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$3,545
Previous $3.18 Million
0.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
547Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$756 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$408 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$384 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$341 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$334 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.53B