IFP Advisors, Inc

Position in GLDM — World Gold Trust

CIK 1641866 TAMPA, FL

Position in GLDM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,156,888

-$244,061 QoQ

Shares Held

27,158

+4.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#327

of 906 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,156,888	27,158	+4.8%	Shares	Sole	2026-07-20
2026-03-31	$2,400,949	25,903	-31.5%	Shares	Sole	2026-04-13
2025-12-31	$3,228,437	37,817	+10.7%	Shares	Sole	2026-02-06
2025-09-30	$2,611,149	34,155	+11.1%	Shares	Sole	2026-02-06
2025-06-30	$2,013,429	30,730	+24.2%	Shares	Sole	2025-07-24
2025-03-31	$1,531,282	24,742	+608.5%	Shares	Sole	2025-05-05
2024-12-31	$181,549	3,492	+2.9%	Shares	Sole	2025-02-04
2024-09-30	$176,929	3,394	-92.9%	Shares	Sole	2025-02-04
2024-06-30	$2,201,949	47,775	-3.4%	Shares	Sole	2024-07-30
2024-03-31	$2,177,743	49,438	-31.4%	Shares	Sole	2024-07-30
2023-12-31	$2,947,197	72,041	-7.0%	Shares	Sole	2024-01-09
2023-09-30	$2,840,820	77,491	-19.0%	Shares	Sole	2023-10-12
2023-06-30	$3,645,631	95,711	+374.4%	Shares	Sole	2023-08-04
2023-03-31	$789,122	20,177	+37.0%	Shares	Sole	2023-04-18
2022-12-31	$533,078	14,730	+39.7%	Shares	Sole	2023-02-07
2022-09-30	$347,807	10,546	-29.4%	Shares	Sole	2022-11-08
2022-06-30	$536,298	14,947	-56.7%	Shares	Sole	2022-09-06
2022-03-31	$1,329,022	34,547	+84.6%	Shares	Sole	2022-08-08
2021-12-31	$340,220	18,714	+239.5%	Shares	Sole	2022-01-12
2021-09-30	$96,239	5,512	+1.0%	Shares	Sole	2021-10-06
2021-06-30	$96,132	5,459	-3.1%	Shares	Sole	2021-07-13
2021-03-31	$95,761	5,633	-93.3%	Shares	Sole	2021-04-30
2020-12-31	$1,594,217	84,172	-24.4%	Shares	Sole	2021-01-25
2020-06-30	$1,977,114	111,324	+41.9%	Shares	Sole	2020-08-05
2020-03-31	$1,233,705	78,480	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.