Creative Planning

Position in GLDM — World Gold Trust

CIK 1540235 OVERLAND PARK, KS

Position in GLDM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$36,215,678

-$14,436,533 QoQ

Shares Held

456,002

-16.6% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#68

of 906 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,215,678	456,002	-16.6%	Shares	Defined	2026-08-13
2026-03-31	$50,652,211	546,469	-1.9%	Shares	Sole	2026-05-12
2025-12-31	$47,573,200	557,259	+1150.1%	Shares	Sole	2026-02-17
2025-09-30	$3,407,834	44,576	+2.4%	Shares	Sole	2025-11-14
2025-06-30	$2,851,626	43,523	-51.5%	Shares	Sole	2025-08-08
2025-03-31	$5,559,516	89,829	+186.7%	Shares	Sole	2025-05-15
2024-12-31	$1,629,106	31,335	-23.8%	Shares	Sole	2025-02-14
2024-09-30	$2,145,097	41,149	-2.1%	Shares	Sole	2024-10-11
2024-06-30	$1,937,577	42,039	+6.1%	Shares	Sole	2024-08-15
2024-03-31	$1,746,097	39,639	-4.9%	Shares	Sole	2024-05-13
2023-12-31	$1,705,210	41,682	-23.5%	Shares	Sole	2024-02-14
2023-09-30	$1,996,796	54,468	+75.8%	Shares	Sole	2023-11-16
2023-06-30	$1,180,294	30,987	+0.6%	Shares	Sole	2023-07-21
2023-03-31	$1,204,353	30,794	+5.7%	Shares	Sole	2023-05-15
2022-12-31	$1,054,287	29,132	-25.5%	Shares	Sole	2023-02-10
2022-09-30	$1,289,979	39,114	-1.0%	Shares	Sole	2022-11-03
2022-06-30	$1,417,403	39,504	-13.2%	Shares	Sole	2022-08-15
2022-03-31	$1,749,884	45,487	-69.1%	Shares	Sole	2022-05-16
2021-06-30	$2,594,551	147,334	-9.7%	Shares	Sole	2021-08-04
2021-03-31	$2,773,873	163,169	-2.9%	Shares	Sole	2021-04-30
2020-12-31	$3,181,560	167,981	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.