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EP Wealth Advisors, LLC

Position in GLDM — World Gold Trust

CIK 1540569 TORRANCE, CA

Position in GLDM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,320,516
-$202,473 QoQ
Shares Held
16,627
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 901 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority Sole 50% Shared 0% None 50%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,320,516 16,627
2026-03-31 $1,522,989 16,431
2025-12-31 $1,620,237 18,979
2025-06-30 $278,132 4,245
2025-03-31 $356,857 5,766
2024-12-31 $239,881 4,614
2024-09-30 $221,291 4,245
2024-03-31 $472,964 10,737