Formidable Asset Management, LLC

Position in GLDM — World Gold Trust

CIK 1592613 CINCINNATI, OH

Position in GLDM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,057,397

-$184,092 QoQ

Shares Held

13,314

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#450

of 901 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,057,397	13,314	-0.6%	Shares	Sole	2026-07-17
2026-03-31	$1,241,489	13,394	-4.0%	Shares	Sole	2026-04-22
2025-12-31	$1,191,423	13,956	-26.2%	Shares	Sole	2026-01-16
2025-09-30	$1,445,822	18,912	+1.9%	Shares	Sole	2025-10-29
2025-06-30	$1,216,116	18,561	0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,148,740	18,561	+35.8%	Shares	Sole	2025-05-05
2024-12-31	$710,495	13,666	-6.0%	Shares	Sole	2025-02-19
2024-09-30	$758,230	14,545	-4.7%	Shares	Sole	2024-11-12
2024-06-30	$703,517	15,264	+4.4%	Shares	Sole	2024-08-08
2024-03-31	$643,790	14,615	-12.7%	Shares	Sole	2024-05-15
2023-12-31	$684,792	16,739	+3.3%	Shares	Sole	2024-02-07
2023-06-30	$617,400	16,209	+1.3%	Shares	Sole	2023-08-15
2022-09-30	$527,745	16,002	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$587,176	16,365	-1.5%	Shares	Sole	2022-08-18
2022-03-31	$638,948	16,609	-51.4%	Shares	Sole	2022-05-04
2021-12-31	$621,156	34,167	-21.2%	Shares	Sole	2022-02-07
2021-09-30	$757,205	43,368	-6.2%	Shares	Sole	2021-11-10
2021-06-30	$814,004	46,224	-57.2%	Shares	Sole	2021-08-16
2021-03-31	$1,837,938	108,114	-2.5%	Shares	Sole	2021-05-12
2020-12-31	$2,100,237	110,889	+12.8%	Shares	Sole	2021-01-29
2020-06-30	$1,746,216	98,323	-33.3%	Shares	Sole	2020-08-13
2020-03-31	$2,318,621	147,495	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.