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APPLETON PARTNERS INC/MA

Position in GLDM — World Gold Trust

CIK 1055290 BOSTON, MA

Position in GLDM

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$623,288
-$99,972 QoQ
Shares Held
7,848
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#534
of 901 holders
Holding Since
Sep 2022
16 quarters on record

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $623,288 7,848
2026-03-31 $723,260 7,803
2025-12-31 $648,897 7,601
2025-09-30 $550,363 7,199
2025-06-30 $355,118 5,420
2025-03-31 $348,316 5,628
2024-12-31 $290,312 5,584
2024-09-30 $298,913 5,734
2024-06-30 $297,695 6,459
2024-03-31 $297,733 6,759
2023-12-31 $320,734 7,840
2023-09-30 $287,414 7,840
2023-06-30 $297,863 7,820
2023-03-31 $305,175 7,803
2022-12-31 $282,390 7,803
2022-09-30 $273,503 8,293