Wfa Of San Diego, LLC World Gold Trust Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in World Gold Trust stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 34,426 shares of GLDM stock, worth $2.79 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
34,426
Previous 36,501
5.68%
Holding current value
$2.79 Million
Previous $1.9 Million
18.56%
% of portfolio
1.7%
Previous 1.64%
Shares
10 transactions
Others Institutions Holding GLDM
# of Institutions
840Shares 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