Capital Analysts, LLC

Position in GLDM — World Gold Trust

CIK 1624758 FORT WASHINGTON, PA

Position in GLDM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,373,091

-$103,460 QoQ

Shares Held

17,289

+8.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#400

of 901 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 7% Shared 0% None 93%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,373,091	17,289	+8.5%	Shares	Defined	2026-08-05
2026-03-31	$1,476,551	15,930	+5.0%	Shares	Defined	2026-05-14
2025-12-31	$1,294,976	15,169	+2.3%	Shares	Defined	2026-05-15
2025-09-30	$1,133,982	14,833	+23.8%	Shares	Defined	2025-11-14
2025-06-30	$784,798	11,978	-0.1%	Shares	Defined	2025-08-13
2025-03-31	$742,246	11,993	+66.3%	Shares	Defined	2025-05-14
2024-12-31	$374,899	7,211	-26.1%	Shares	Defined	2025-02-14
2024-09-30	$508,736	9,759	-2.4%	Shares	Defined	2024-11-13
2024-06-30	$461,084	10,004	-1.1%	Shares	Defined	2024-08-14
2024-03-31	$445,786	10,120	+2.6%	Shares	Defined	2024-05-14
2023-12-31	$403,618	9,866	+33.6%	Shares	Defined	2024-01-30
2023-09-30	$270,623	7,382	+5.7%	Shares	Defined	2023-11-13
2023-06-30	$266,134	6,987	-12.0%	Shares	Defined	2023-08-11
2023-03-31	$310,415	7,937	+5.1%	Shares	Defined	2023-05-05
2022-12-31	$273,415	7,555	+24.2%	Shares	Defined	2023-02-08
2022-09-30	$200,584	6,082	+1.0%	Shares	Defined	2022-11-14
2022-06-30	$215,997	6,020	+0.5%	Shares	Defined	2022-08-12
2022-03-31	$230,358	5,988	-60.9%	Shares	Defined	2022-05-12
2021-12-31	$278,662	15,328	+15.4%	Shares	Defined	2022-02-10
2021-09-30	$231,885	13,281	-14.0%	Shares	Defined	2021-11-04
2021-06-30	$271,897	15,440	-22.1%	Shares	Defined	2021-11-15
2021-03-31	$336,753	19,809	-99.1%	Shares	Defined	2021-05-17
2020-12-31	$43,593,251	2,301,650	+2.1%	Shares	Sole	2021-02-16
2020-06-30	$40,018,483	2,253,293	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.