Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GLDM — World Gold Trust
CIK 1694883
Westborough, MA
Position in GLDM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$660,694
-$713,342 QoQ
Shares Held
8,319
-43.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#524
of 901 holders
Holding Since
Jun 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,694 | 8,319 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,374,036 | 14,824 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,176,313 | 13,779 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $971,908 | 12,713 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $559,278 | 8,536 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $662,594 | 10,706 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $280,382 | 5,393 | Shares | Sole | 2025-01-22 | |
| 2022-06-30 | $4,485 | 125 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,808 | 125 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $200,889 | 11,050 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $419,040 | 24,000 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $422,640 | 24,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $464,134 | 27,302 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $502,762 | 26,545 | Shares | Sole | 2021-01-15 | |
| 2020-06-30 | $26,089 | 1,469 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||