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Waverly Advisors, LLC

Position in GLDM — World Gold Trust

CIK 1568787 BIRMINGHAM, AL

Position in GLDM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,014,250
+$290,402 QoQ
Shares Held
25,362
+36.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#342
of 906 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,014,250 25,362
2026-03-31 $1,723,848 18,598
2025-12-31 $1,547,587 18,128
2025-09-30 $1,308,747 17,119
2025-06-30 $1,019,032 15,553
2025-03-31 $390,649 6,312
2024-12-31 $329,044 6,329
2024-09-30 $315,699 6,056
2024-06-30 $279,121 6,056