Skip to main content

Shepherd Financial Partners LLC

Position in GLDM — World Gold Trust

CIK 1696628 WINCHESTER, MA

Position in GLDM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$712,635
-$132,512 QoQ
Shares Held
8,973
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#509
of 901 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $712,635 8,973
2026-03-31 $845,147 9,118
2025-12-31 $761,500 8,920
2025-09-30 $665,955 8,711