Walkner Condon Financial Advisors LLC World Gold Trust Transaction History
Walkner Condon Financial Advisors LLC
- $686 Million
- Q4 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in World Gold Trust stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 125,309 shares of GLDM stock, worth $10.1 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
125,309
Previous 112,613
11.27%
Holding current value
$10.1 Million
Previous $8.61 Million
17.75%
% of portfolio
1.48%
Previous 1.41%
Shares
16 transactions
Others Institutions Holding GLDM
# of Institutions
857Shares Held
168MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.4MShares$1.49 Billion0.91% 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