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WealthPLAN Partners, LLC

Position in GLDM — World Gold Trust

CIK 1639943 OMAHA, NE

Position in GLDM

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$424,499
-$25,974 QoQ
Shares Held
5,345
+10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#607
of 901 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $424,499 5,345
2026-03-31 $450,473 4,860
2025-12-31 $1,315,722 15,412
2025-09-30 $1,117,393 14,616
2025-06-30 $563,668 8,603
2025-03-31 $765,888 12,375
2024-12-31 $337,103 6,484