Warren Street Wealth Advisors, LLC World Gold Trust Transaction History
Warren Street Wealth Advisors, LLC
- $234 Million
- Q3 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 230,311 shares of GLDM stock, worth $11.9 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
230,311Holding current value
$11.9 Million% of portfolio
5.13%Shares
10 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
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Evoke Wealth, LLC6.56MShares$340 Million9.28% of portfolio
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Wealthsimple Inc. Toronto, A65.86MShares$304 Million7.19% of portfolio
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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