Wealth Management Solutions, LLC World Gold Trust Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 5,633 shares of GLDM stock, worth $309,308. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,633
Previous 8,111
30.55%
Holding current value
$309,308
Previous $308,000
33.12%
% of portfolio
0.14%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding GLDM
# of Institutions
510Shares Held
122MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13.8MShares$758 Million0.51% of portfolio
-
Morgan Stanley New York, NY6.63MShares$364 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$360 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$322 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$310 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.06B