Choate Investment Advisors

Position in GLDM — World Gold Trust

CIK 1399794 BOSTON, MA

Position in GLDM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,191,833

-$366,225 QoQ

Shares Held

27,598

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#321

of 901 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,191,833	27,598	0.0%	Shares	Sole	2026-08-11
2026-03-31	$2,558,058	27,598	-9.6%	Shares	Sole	2026-05-13
2025-12-31	$2,605,577	30,521	+15.5%	Shares	Sole	2026-02-09
2025-09-30	$2,020,191	26,425	+1.7%	Shares	Sole	2025-11-10
2025-06-30	$1,702,013	25,977	+4.7%	Shares	Sole	2025-08-12
2025-03-31	$1,535,367	24,808	+125.0%	Shares	Sole	2025-05-14
2024-12-31	$573,345	11,028	0.0%	Shares	Sole	2025-02-10
2024-09-30	$574,889	11,028	0.0%	Shares	Sole	2024-11-13
2024-06-30	$508,280	11,028	0.0%	Shares	Sole	2024-08-08
2024-03-31	$485,783	11,028	-57.2%	Shares	Sole	2024-05-07
2023-12-31	$1,053,841	25,760	0.0%	Shares	Sole	2024-02-14
2023-09-30	$944,361	25,760	0.0%	Shares	Sole	2023-10-30
2023-06-30	$981,198	25,760	0.0%	Shares	Sole	2023-08-01
2023-03-31	$1,007,473	25,760	0.0%	Shares	Sole	2023-05-15
2022-12-31	$932,254	25,760	-31.7%	Shares	Sole	2023-02-14
2022-09-30	$1,243,873	37,716	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,353,788	37,731	-50.0%	Shares	Sole	2022-08-11
2021-12-31	$1,371,935	75,464	0.0%	Shares	Sole	2022-02-07
2021-09-30	$1,317,601	75,464	-2.5%	Shares	Sole	2021-11-04
2021-06-30	$1,362,644	77,379	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,315,443	77,379	-57.1%	Shares	Sole	2021-05-07
2020-12-31	$3,416,435	180,382	+314.1%	Shares	Sole	2021-02-08
2020-06-30	$773,572	43,557	+48.2%	Shares	Sole	2020-07-23
2020-03-31	$461,932	29,385	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.