MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in GLDM — World Gold Trust
CIK 1607355
GLASTONBURY, CT
Position in GLDM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,349
-$3,901 QoQ
Shares Held
294
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#819
of 901 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLDM Over Time
Shares Held
Position Value (USD)
All Filings in GLDM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,349 | 294 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,250 | 294 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,098 | 294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,476 | 294 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||