Evercore Wealth Management, LLC
Holdings in GLDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $30,212,271 | 353,898 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $19,246,822 | 251,757 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $7,104,661 | 108,435 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $3,788,286 | 61,210 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $4,311,790 | 82,935 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $3,994,982 | 76,635 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $3,439,927 | 74,635 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $3,173,450 | 72,042 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $2,971,743 | 72,641 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,561,324 | 69,867 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $2,547,306 | 66,876 | Shares | Defined | 2023-08-04 |
| 2023-03-31 | $2,505,503 | 64,063 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $2,700,244 | 74,613 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $2,500,906 | 75,831 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,598,788 | 72,430 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $2,658,046 | 69,094 | Shares | Sole | 2022-05-16 |