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Crestwood Advisors Group, LLC

Position in GLDM — World Gold Trust

CIK 1426853 BOSTON, MA

Position in GLDM

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$377,324
-$75,744 QoQ
Shares Held
4,751
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#627
of 901 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $377,324 4,751
2026-03-31 $453,068 4,888