Evercore Wealth Management, LLC

Position in GLDM — World Gold Trust

CIK 1482689 New York, NY

Position in GLDM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$34,807,799

-$1,792,607 QoQ

Shares Held

438,275

+11.0% QoQ

Ownership

0.127%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#69

of 901 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 95% Shared 1% None 3%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,807,799	438,275	+11.0%	Shares	Sole	2026-08-14
2026-03-31	$36,600,406	394,869	+11.6%	Shares	Other	2026-05-15
2025-12-31	$30,212,271	353,898	+40.6%	Shares	Other	2026-02-17
2025-09-30	$19,246,822	251,757	+132.2%	Shares	Defined	2025-11-14
2025-06-30	$7,104,660	108,435	+77.2%	Shares	Other	2025-08-14
2025-03-31	$3,788,286	61,210	-26.2%	Shares	Defined	2025-05-15
2024-12-31	$4,311,790	82,935	+8.2%	Shares	Sole	2025-02-14
2024-09-30	$3,994,982	76,635	+2.7%	Shares	Other	2024-11-14
2024-06-30	$3,439,927	74,635	+3.6%	Shares	Defined	2024-08-14
2024-03-31	$3,173,449	72,042	-0.8%	Shares	Defined	2024-05-15
2023-12-31	$2,971,742	72,641	+4.0%	Shares	Sole	2024-02-14
2023-09-30	$2,561,323	69,867	+4.5%	Shares	Defined	2023-11-14
2023-06-30	$2,547,306	66,876	+4.4%	Shares	Defined	2023-08-04
2023-03-31	$2,505,503	64,063	-14.1%	Shares	Defined	2023-05-15
2022-12-31	$2,700,243	74,613	-1.6%	Shares	Sole	2023-02-14
2022-09-30	$2,500,905	75,831	+4.7%	Shares	Sole	2022-11-14
2022-06-30	$2,598,788	72,430	+4.8%	Shares	Sole	2022-08-15
2022-03-31	$2,658,045	69,094	+4.2%	Shares	Sole	2022-05-16
2021-12-31	$1,205,352	66,301	+9.0%	Shares	Sole	2022-02-14
2021-09-30	$1,061,585	60,801	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$1,046,051	59,401	+64.1%	Shares	Sole	2021-08-16
2021-03-31	$615,230	36,190	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.