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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in GLDM — World Gold Trust

CIK 1463217 IRVING, TX

Position in GLDM

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$773,471
+$78,575 QoQ
Shares Held
9,739
+29.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#494
of 901 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $773,471 9,739
2026-03-31 $694,896 7,497
2025-12-31 $680,996 7,977
2025-09-30 $211,690 2,769