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Lee Financial Co

Position in GLDM — World Gold Trust

CIK 1391166 Dallas, TX

Position in GLDM

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$335,152
-$55,999 QoQ
Shares Held
4,220
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#650
of 906 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

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 $335,152 4,220
2026-03-31 $391,151 4,220
2025-12-31 $360,261 4,220
2025-09-30 $381,332 4,988
2025-06-30 $405,437 6,188
2025-03-31 $382,975 6,188
2024-12-31 $321,714 6,188
2024-09-30 $322,580 6,188
2024-06-30 $285,204 6,188
2024-03-31 $272,581 6,188
2023-12-31 $253,151 6,188
2023-09-30 $226,852 6,188
2023-06-30 $235,700 6,188
2023-03-31 $242,012 6,188
2022-09-30 $204,080 6,188
2022-06-30 $222,025 6,188