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Capital Planning Advisors, LLC

Position in GLDM — World Gold Trust

CIK 1631941 Roseville, CA

Position in GLDM

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$41,034,882
-$4,487,816 QoQ
Shares Held
442,711
-17.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
13.56%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $41,034,882 442,711
2025-12-31 $45,522,698 533,240
2025-09-30 $41,842,843 547,323
2025-06-30 $36,053,690 550,270
2025-03-31 $39,546,657 638,983
2024-12-31 $33,750,348 649,170
2024-09-30 $36,799,088 705,910
2024-06-30 $28,891,700 626,854
2024-03-31 $28,662,630 650,684
2023-12-31 $25,362,440 619,957
2023-09-30 $23,588,363 643,436
2023-06-30 $25,153,798 660,378
2023-03-31 $24,872,473 635,962
2022-12-31 $19,370,552 535,246
2022-09-30 $18,510,486 561,264
2022-06-30 $26,943,476 750,933
2022-03-31 $27,896,674 725,154