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Heritage Wealth Advisors

Position in GLDM — World Gold Trust

CIK 1591122 RICHMOND, VA

Position in GLDM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,460,306
+$1,658,102 QoQ
Shares Held
56,161
+85.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#232
of 906 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,460,306 56,161
2026-03-31 $2,802,204 30,232
2025-12-31 $1,945,496 22,789
2025-09-30 $1,679,988 21,975
2025-06-30 $1,439,802 21,975
2025-03-31 $1,360,032 21,975
2024-12-31 $1,142,480 21,975
2024-09-30 $1,151,186 22,083
2024-06-30 $1,017,805 22,083
2024-03-31 $972,756 22,083
2023-12-31 $903,415 22,083