Vision Point Advisory Group, LLC World Gold Trust Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in World Gold Trust stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,713 shares of GLDM stock, worth $381,281. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,713
Previous 4,650
1.35%
Holding current value
$381,281
Previous $304,000
18.42%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding GLDM
# of Institutions
812Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B