Warren Averett Asset Management, LLC World Gold Trust Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,119 shares of GLDM stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,119
Previous 15,553
10.07%
Holding current value
$1.38 Million
Previous $1.02 Million
28.36%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
815Shares 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